What is the fund objective?
The objective of the portfolio is to maximise the current level of income while providing capital stability along with moderate capital gains. The portfolio will aim to achieve performance returns well in excess of money market and current account yields. The fund is ideal for the investor looking for a long term conservative investment, or an allocation to fixed income assets within a broader investment portfolio.
Why invest in this fund?
The Ashburton Diversified Income fund is designed to give you the best the fixed income universe can offer. With the ability to participate in all the various asset classes as well as the capacity to change their allocation over time it gives the fund manager the freedom to express their views in a myriad of ways that will provide the client with the best the market has to offer.
The Ashburton Diversified Income fund should function as a one stop shop for any medium to long term fixed income requirements.
Philosophy and governance
Ashburton’s macro-thematic investment philosophy is focussed on identifying structural shifts and fundamental imbalances within markets, the economy and in broader society. This Next Generation Investing philosophy is a holistic approach to macro-thematic investing in that it places great emphasis on risk assessment, such that while solving for many of our greatest challenges, it identifies the best risk-adjusted returns across a range of investment opportunities.
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Annualised performance since 2018:
*Hover on chart to see values