Ashburton Equity Fund

Investing in South African listed equity securities with the aim of delivering returns ahead of the FTSE/JSE Capped SWIX All Share TR ZAR

Objective and strategy

The Ashburton Equity Fund aims to achieve capital growth and deliver returns ahead of the FTSE/JSE Capped SWIX All Share TR ZAR over the long term. In order to achieve its investment objective, the fund will typically be fully invested in financially sound South African listed ordinary shares. The manager is, however, permitted to invest in fixed income securities and offshore investments as allowed by legislation. Equity investments are typically volatile by nature and subject to potential capital loss. Portfolio operations and managers were restructured on 01/10/2021.

Investor profile

The fund is suitable for investors who require exposure to the equity market to achieve long-term capital growth. The investor should be able to tolerate investment volatility in the short to medium term.

Why the Ashburton Equity Fund?

  • It's an aggressive long term fund
  • It gives investors access to emerging market growth opportunities

Fund data

 

ISIN ZAE000205761 Sedol N/A Bloomberg ANSEQUF SJ
Currency South African rand Risk rating High Domicile South Africa
Launch date 01/12/2011 Fund size 1.1300 m Dealing Daily
NAV 801.9900 cents Daily change -0.72% Price date 26/02/2024
Annualised performance since 2011: 3.1%

*Hover on chart to see values