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 AssetDecember 2019
Ashburton Bond Fund ABondDecember 2019
Ashburton Chindia Equity Fund (GBP) REquityDecember 2019
Ashburton Chindia Equity Fund (USD) REquityDecember 2019
Ashburton Defensive Fund AWealth SolutionDecember 2019
Ashburton Diversified Income Fund AIncomeDecember 2019
Ashburton Dollar Asset Management Fund RMulti AssetDecember 2019
Ashburton Euro Asset Management Fund RMulti AssetDecember 2019
Ashburton Sterling Asset Management Fund Distributing RMulti AssetDecember 2019
Ashburton Dollar Money Market Fund RMoney MarketDecember 2019
Ashburton Sterling Money Market Fund RMoney MarketDecember 2019
Ashburton Equity Fund B1EquityDecember 2019
Ashburton Global 1200 ETF AIndex TrackingDecember 2019
Ashburton Global Flexible Fund (ZAR) A1Multi AssetDecember 2019
Ashburton Global Growth Dollar Feeder Fund AWealth Management SolutionsDecember 2019
Ashburton Global Growth Dollar Feeder Fund BWealth Management SolutionsDecember 2019
Ashburton Global Growth Fund (GBP Hedged) RMulti AssetDecember 2019
Ashburton Global Leaders Equity Fund (GBP) REquityDecember 2019
Ashburton Global Leaders Equity Fund (USD) REquityDecember 2019
Ashburton Global Leaders ZAR Equity Feeder Fund AEquityDecember 2019
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