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 90%. 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 medium to high risk profile
• The fund aims to 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