Specialist building blocks

Our Funds

Equity Fund

Investing in South African listed equity securities with the aim of delivering returns ahead of the FTSE/JSE Capped SWIX All Share TR ZAR. The fund is suitable for investors who require exposure to the equity market to achieve long-term capital growth. The investor should be able to tolerate investment volatility in the short to medium term.

Why the Ashburton Equity Fund?
- It's an aggressive long term fund.
- It gives investors access to emerging market growth opportunities.

Click for more on the Equity Fund.

Property Fund

Providing investors with income and growth. The fund is suited to investors seeking income and capital growth from investing in JSE listed property companies.

Why the Ashburton Property Fund?
- If you are looking for an aggressive long-term fund.
- It gives investors access to emerging market growth opportunities.

Click for more on the Property Fund.

Bond Fund

Well-diversified exposure to the South African bond market. It is ideally suited to investors looking to build a balanced portfolio which includes bonds. This fund has a higher risk of capital loss than a money market fund. 

Why the Ashburton Bond Fund?
- Well managed exposure to the South African Bond market.
- The fund represents our best investment view in the South African Bond space and utilises a range of
   techniques including active duration management and credit exposure to maximise returns.
- It has the flexibility to invest across the duration, credit and yield spectrum.
- Daily liquidity.

Click for more on the Bond Fund.

Money Market Fund

Offering investors a liquid investment at a competitive interest rate and capital preservation in the short term. The fund is suitable for investors needing a competitive interest rate, with regular income distributions, capital preservation and liquidity in the short term. Also suitable for corporate treasuries.

Why the Ashburton Money Market Fund?
- The fund is rated annually and currently has a rating of AA+(f) (za) from Global Credit Ratings Stricter
   Pension Fund Regulation 28 limits are applied to this fund and exposure to any single bank is limited to
   25%.
- The fund is managed as a corporate money market fund with no corporate credit exposure.
- Our most conservative investment offering.
- Daily liquidity.

Click for more on the Money Market Fund.