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 AssetNovember 2019
Ashburton Bond Fund ABondNovember 2019
Ashburton Defensive Fund AWealth SolutionNovember 2019
Ashburton Diversified Income Fund AIncomeNovember 2019
Ashburton Global 1200 ETF AIndex TrackingNovember 2019
Ashburton Global Leaders ZAR Equity Feeder Fund AEquityNovember 2019
Ashburton GOVI Tracker Fund AIndex TrackingNovember 2019
Ashburton Growth Fund AWealth SolutionNovember 2019
Ashburton Inflation ETF AIndex TrackingNovember 2019
Ashburton MidCap ETF AIndex TrackingNovember 2019
Ashburton Money Market Fund B1Money MarketNovember 2019
Ashburton Multi Manager Bond Fund A1BondNovember 2019
Ashburton Multi Manager Equity Fund A1EquityNovember 2019
Ashburton Multi Manager Income Fund A1IncomeNovember 2019
Ashburton Multi Manager Property Fund A1PropertyNovember 2019
Ashburton Multi Manager Prudential Flexible Fund A1Multi AssetNovember 2019
Ashburton Property Fund A1EquityNovember 2019
Ashburton SA Income Fund B1IncomeNovember 2019
Ashburton Stable Fund AWealth SolutionNovember 2019
Ashburton Stable Income Fund AIncomeNovember 2019
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