What is the fund objective?
The Ashburton Equity Fund aims to achieve capital growth and deliver returns ahead of the FTSE/JSE All Share Index (Total Return) over the long term.
In order to achieve its investment objective, the fund will comprise of financially sound ordinary shares. The fund will typically be fully invested in equities. The manager is, however, permitted to invest in fixed income securities and offshore investments as allowed by legislation.
The fund’s main focus will be to invest in South African listed equity securities.
What is the investment process?
We believe our overall investment philosophy and governance processes are among our key strengths. Our investment process is the means by which we map our philosophy about markets to a portfolio. We believe our process is well designed to exploit opportunities as they arise. We integrate risk management into the fabric of our investment process with the aim of protecting the assets that we manage for our clients. Our portfolios follow a disciplined methodology in the selection of equities, fixed income, cash, offshore and other instruments as is applicable to the fund’s investment mandate.
Why invest in in this fund?
The fund is suitable for investors who require exposure to the SA equity market to achieve long-term capital growth. The investor should be able to tolerate investment volatility in the short to medium term.
How do I invest?
You will also need to review the relevant fund literature which can be found here.
If you are unsure if this fund is appropriate for your needs, speak to your financial advisor. Alternatively, if you do not require advice you can invest now.
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Annualised performance since 2011:
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