Archives


  • Thumbnail Articles
    COVID the Equaliser or Divider?

    02 June 2021
    Ashburton Investments

    May 2021 –COVID-19 has been characterised as a “great equaliser” that transcends wealth, fame, prestige or age, and others have touted the vulnerability of disadvantaged groups, whether it be from an economic impact or lack of access to healthcare.

  • Thumbnail Articles
    Be aware: here are some of the common investment scams

    14 May 2021
    Ashburton Investments

    Investment and financial fraud is on the rise across the world. Each day thousands of people are conned out of their hard-earned money by scams that have increasingly become sophisticated.

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    Fraud warning

    26 March 2021
    Ashburton Investments

    It has come to our attention that our name is being used illegally to fraudulently solicit business with the promise of unrealistic quick returns. Please be advised that Ashburton Investments is a long term investment manager and we will never:

  • Thumbnail Global perspectives
    Annual Global Perspectives Virtual Conference 2020

    25 November 2020
    Ashburton Investments

    This year our annual Global Perspectives conference focused on the impact of COVID-19 on asset markets and the investment industry, current trends and the geopolitical environment and our global and local economic views, asset allocation and stock selection for 2020 and the future.

  • Thumbnail Vods and pods
    Looking back and going forward with Wayne McCurrie

    13 October 2020
    Ashburton Investments

    An interactive discussion with Wayne McCurrie, Equity Researcher at FNB Wealth and Investments, who will look at some of the challenges and opportunities in current markets and asset classes.

  • Thumbnail Monthly commentary
    Chindia Equity Fund: October 2020

    07 October 2020
    Ashburton Investments

    The FTSE Emerging Market index declined 3.5% during September and the Chindia Equity Fund (I class USD) was broadly in line with this falling 3.2%.

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    Changes to the Ashburton Global 1200 Equity ETF makes for even more compelling investment case

    25 September 2020
    Ashburton Investments

    The recent restructure of the Ashburton Global 1200 Equity ETF, which has resulted in a substantially lowered Total Expense Ratio (TER), has made its investment case even more compelling. The TER will reduce from 0.65% to 0.48%, making for better performance in the long term as...

  • Thumbnail Monthly commentary
    Chindia Equity Fund: September 2020

    10 September 2020
    Ashburton Investments

    The Ashburton Chindia Fund (I class USD) returned 8.3% during the month, ahead of the return from both the Chinese and Indian equity markets (7.2% and 6.9% respectively)

  • Thumbnail Vods and pods
    Ashburton Investments Annual Institutional Conference

    09 September 2020
    Ashburton Investments

    Sharing insights into current investment opportunities addressing the heightened concern of the return of capital and the search for yield in an environment where equity markets are depressed, fixed income yields are falling, and the importance of impact investing is growing.

  • Thumbnail Articles
    Report: Investing for Impact

    19 August 2020
    Ashburton Investments

    The research was carried out by financial research firm Intellidex which surveyed 49 funds with combined assets under management (AUM) of R2.6 trillion.

  • Thumbnail Monthly commentary
    Chindia Equity Fund: August 2020

    18 August 2020
    Ashburton Investments

    The Chindia fund returned 8.4% during the month of July with particularly good returns from the technology sector.

  • Thumbnail Monthly commentary
    Chindia Equity Fund: July 2020

    13 July 2020
    Ashburton Investments

    The Ashburton Chindia Fund (I class US$) rose 7.3% during the month of June which was in line with the Emerging Market (EM) Index.

  • Thumbnail Vods and pods
    ETF Investor

    06 July 2020
    Ashburton Investments

    Vicki Tagg, Head of Indexation had an in-depth discussion with Nerina Visser from the podcast series ‘The EFT Investor’ about the ins and outs of the Exchange Traded Funds (ETFs). Vicki also discussed the proposed changes and restructuring of the Ashburton Global 1200 Equity ETF that will result in the fund being an even more cost-effective product...

  • Thumbnail Global perspectives
    Challenges, inequality offer fertile ground for impact investing

    22 June 2020
    Ashburton Investments

    As impact investors we look for opportunities to marry financial return with a measurable positive social and economic impact. We seek out ways to make a contribution to grow our economy in a sustainable and more inclusive manner and ask ourselves this guiding question: What kind of society do we want to live...

  • Thumbnail Monthly commentary
    Chindia Equity Fund: June 2020

    11 June 2020
    Ashburton Investments

    May saw the fund decline 2% compared with the MSCI Emerging Market Index’s return of 0.8%, the Indian index decline of 2.5% and the Chinese index decline of 0.5%.