Investment objectives and strategy
The Global Leaders Equity Fund aims to achieve long-term capital growth over the economic cycle by investing in Transferable Securities issued by leading companies listed globally. While the fund’s investments will be denominated in a range of currencies, the fund seeks to maximise total returns on a US dollar basis. The fund will invest in a focused portfolio of approximately 27 stocks. When interest rates from bank accounts and bonds are so low, having prominent international equities can significantly improve your risk-adjusted returns over the long-term. Please refer to the Prospectus for the full investment strategy.
This fund is designed for investors wishing to participate in capital markets and may be most appropriate for investors with a long-term investment horizon, as losses may occur due to high market fluctuations.
Why the Ashburton Global Leaders Equity Fund?
- The potential to earn high quality risk-adjusted returns from a concentrated portfolio of the world’s large cap companies, household names and industry leaders that gives investors peace of mind
- When interest rates and bond yields are so low, having prominent equities can significantly improve your risk-adjusted returns over the long-term
- The fund provides returns on a US dollar basis
||Moderate to high
Cumulative performance since 2013:
*Hover on chart to see values