Including equities for long term success

15 November 2021

The equity market has always added both uncertainty and return to portfolios. The most recent moves have been due to the global pandemic and the subsequent government lockdowns. This uncertainty has resulted in many investors staying cautions for quite some time.  Yet most investors are cognizant of the fact that an equity allocation is required for long term inflation beating returns.  For those investors looking to re-introduce equities in their holdings in a cautious manner, the Ashburton Targeted Return Fund is the ideal portfolio.    

The Ashburton Targeted Return Fund is a multi asset - low equity fund, which is run as a low risk offering that is suitable for investors with an income as well as capital appreciation requirement, with a focus on mitigating drawdown risk. The fund invests in an active combination of all local and global asset classes and the portfolio managers source returns from both asset allocation and instrument selection where appropriate.  The fund is intended as a longer-term product with an ideal term of 24 months or longer.  The fund benchmark is inflation + 3.5% or more.  

You can invest in this fund via your preferred LISP or direct with Ashburton Investments*.  

*The minimum lump sum of R5 000 and ad hoc contributions of R2 000. The debit order minimum is R500 per month