Ashburton Global Growth Fund

Multi asset fund targeting capital growth

Investment objectives and strategy

The primary aim is to maximise total return (capital plus income) over the long term, through a flexible asset allocation across a diversified range of asset classes, regions and currencies without exceeding a maximum equity exposure of 75%. The fund is part of our range of Global Multi Asset Funds which offers strategies designed to suit the level of risk you are prepared to take. The fund invests directly and indirectly in a diversified range of global assets including equities, fixed income securities, cash, money market instruments, deposits, derivatives and warrants. The fund may invest directly in transferable securities and collective investment schemes. Exposure to real estate and other types of investments is also permitted.

Investor profile

Designed for investors who are prepared to take an increased level of risk with their capital.

Why the Ashburton Global Growth Fund?

  • The fund has a low to moderate risk profile
  • The fund generates superior capital growth over the long term
  • Operates within the undertakings for collective investment in transferable securities (UCITS) risk management framework and regulation
  • The fund invests directly and indirectly in a diversified range of global assets including equities, fixed income securities, cash, money market instruments, deposits, derivatives and warrants

Fund data

ISIN LU1109955713 Sedol BQWJ987 Bloomberg ASHGGRU LX
Currency US dollar Risk rating Moderate to high Domicile Luxembourg
Launch date 01/10/2014 Fund size 119.6600 m Dealing Daily
NAV 15.2550 Daily change -0.63% Price date 30/11/2021
Cumulative performance since 2014: 3.1%

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