Ashburton Multi Asset Strategy Portfolios Growth

  • Global Equity Growth Portfolio: May 2024

    Dr James Cooke

    Global equity markets rose in May. Overall, the FTSE All World Index gained 4.1% while the Ashburton Global Equity Growth Portfolio (USD) returned 4.7%. Outperforming stocks held during the month included Nvidia (26.9%), Rexel (20.7%) and Enphase (17.6%).

  • Global Equity Growth Fund: May 2024

    Dr James Cooke

    Global equity markets rose in May. Overall, the FTSE All World Index gained 4.1% while the Ashburton Global Equity Growth Fund (I class USD) returned 4.8% Outperforming stocks held during the month included Nvidia (26.9%), Ambarella (26.7%) and Rexel (20.7%)

  • Global Leaders Equity Fund: May 2024

    Dr James Cooke

    Global equity markets rose in May. Overall, the FTSE All World Index gained 4.1% while the Ashburton Global Leaders Fund (I class USD) returned 4.3%. Outperforming stocks held during the month included Nvidia (26.9%), Apple (13%) and Ping An (10.1%).

  • Global Equity Growth Portfolio: April 2024

    Dr James Cooke

    Economists often use all available time or word count to explain the past, then offer a balanced view of the future. Ideally, investors would focus more on their long-term forecasts, valuations, and views, largely ignoring the near term.

  • Global Equity Growth Fund: April 2024

    Dr James Cooke

    Economists often use all available time or word count to explain the past, then offer a balanced view of the future. Ideally, investors would focus more on their long-term forecasts, valuations, and views, largely ignoring the near term.

  • Global Leaders Equity Fund: April 2024

    Dr James Cooke

    Economists often use all available time or word count to explain the past, then offer a balanced view of the future. Ideally, investors would focus more on their long-term forecasts, valuations, and views, largely ignoring the near term.

  • Multi-Asset Funds: April 2024

    Jarred Sullivan

    Inflation statistics, particularly in the United States, surprised to the upside over April leading to fewer interest rate cuts being priced in 2024

  • Global Equity Growth Portfolio: March 2024

    Dr James Cooke

    March was another positive month for global equities with the FTSE All-World Index gaining 3.1%. The energy and materials sectors were particularly positive with the equity market rally broadening out from Artificial Intelligence (AI) stocks.

  • Global Equity Growth Fund: March 2024

    Dr James Cooke

    March was another positive month for global equities with the FTSE All-World Index gaining 3.1%. The energy and materials sectors were particularly positive with the equity market rally broadening out from Artificial Intelligence (AI) stocks.

  • Global Leaders Equity Fund: March 2024

    Dr James Cooke

    March was another positive month for global equities with the FTSE All-World Index gaining 3.1%. The energy and materials sectors were particularly positive with the equity market rally broadening out from Artificial Intelligence (AI) stocks.

  • Multi-Asset Funds: March 2024

    Jarred Sullivan

    Some noteworthy central bank activity took place over the month – key among them, the US Federal Reserve (Fed) and the Bank of Japan (BoJ).

  • Global Leaders Equity Fund: February 2024

    Dr James Cooke

    February 2024 saw the global equity market continue its recent pattern with share price momentum and companies with higher growth rates providing better performance. Index returns continue to be driven by the narrow number of companies delivering great earnings growth.

  • Global Equity Growth Fund: February 2024

    Dr James Cooke

    February 2024 saw the global equity market continue its recent pattern with share price momentum and companies with higher growth rates providing better performance. Index returns continue to be driven by the narrow number of companies delivering great earnings growth.

  • Multi-Asset Funds: February 2024

    Jarred Sullivan

    The equity market upturn continued over the month as the FTSE All-World Total Return USD Index climbed 4.2%, particularly as the semiconductor industry continued to display an unwavering level of resilience.

  • Multi-Asset Funds: January 2024

    Jarred Sullivan

    It was certainly an eventful start to the year as news from China and the US dominated global market headlines during the month.

  • Multi-Asset Funds: December 2023

    Jarred Sullivan

    The year ended on a strong note with the FTSE All-World Total Return USD Index surging 4.8% in December, while the FTSE World Broad Investment-Grade Bond Index climbed 4.2%.

  • Global Equity Growth Fund: December 2023

    Dr James Cooke

    Global equity returns continued to be positive in December with the FTSE All World index (USD) climbing +4.8%. Inflation fell faster than expected in several western economies.

  • Global Leaders Equity Fund: December 2023

    Dr James Cooke

    Global equity returns continued to be positive in December with the FTSE All World index (USD) climbing +4.8%.

  • Global Equity Growth Fund: November 2023

    Dr James Cooke

    November was a more positive month for equity markets with the FTSE All World Index gaining +9.2%. With inflation slowing faster than expected, European equity markets were among the best performing asset class, with the technology-driven US not too far behind.

  • Global Leaders Equity Fund: November 2023

    Dr James Cooke

    November was a more positive month for equity markets with the FTSE All World Index gaining +9.2%.