Fact sheet archive

Ashburton Investments was launched in June 2013, for fact sheets of funds managed by Ashburton prior to 2013 please contact us.

To see the latest monthly performance summary for these funds please click here


Fund or portfolioShare classAsset classDateDownload
Ashburton Balanced Fund A1Multi AssetSeptember 2020
Ashburton Bond Fund ABondSeptember 2020
Ashburton Chindia Equity Fund (GBP) REquitySeptember 2020
Ashburton Chindia Equity Fund (USD) REquitySeptember 2020
Ashburton Defensive Fund AWealth SolutionSeptember 2020
Ashburton Defensive Hedge AHedge FundsSeptember 2020
Ashburton Diversified Income Fund AIncomeSeptember 2020
Ashburton Dollar Asset Management Fund RMulti AssetSeptember 2020
Ashburton Euro Asset Management Fund RMulti AssetSeptember 2020
Ashburton Sterling Asset Management Fund Accumulating RMulti AssetSeptember 2020
Ashburton Sterling Asset Management Fund Distributing RMulti AssetSeptember 2020
Ashburton Dollar Money Market Fund RMoney MarketSeptember 2020
Ashburton Sterling Money Market Fund RMoney MarketSeptember 2020
Ashburton Equity Fund B1EquitySeptember 2020
Ashburton Global 1200 ETF AIndex TrackingSeptember 2020
Ashburton Global Flexible Fund (ZAR) A1Multi AssetSeptember 2020
Ashburton Global Growth Fund (GBP Hedged) RMulti AssetSeptember 2020
Ashburton Global Growth Fund (USD) RMulti AssetSeptember 2020
Ashburton Global Leaders Equity Fund (GBP) REquitySeptember 2020
Ashburton Global Leaders Equity Fund (USD) REquitySeptember 2020
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