Ashburton Global Balanced Fund (GBP)

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Ashburton Global Balanced Fund (GBP) - R

Ashburton Global Balanced Fund (GBP) - R

Ashburton (Jersey) Limited
	Ashburton Global Balanced Fund (GBP) - R
		Regional Portfolio Structure(Semi-Annual Comparison)

Price

Ranking

Sector:	Global-Asset Allocation-Flexible
Size:	(USD) 233 710 000

Sector Rank:	75 out of 93
(lump sum over 3 years to 28 Feb 2025)

Overall Rank:	344 out of 486
(lump sum over 3 years to 28 Feb 2025)

R20000 invested on 28 Feb 2022 was worth R24 917 at 28 Feb 2025
(7.60% annual compound return)

R5000 per month since 28 Feb 2022 was worth R205 336 at 28 Feb 2025
(8.40% annual return compounded monthly)

Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.

Focus and Objective
This Fund is designed as a moderate risk strategy for clients who are prepared to accept a moderate degree of risk with their capital.The primary aim is to deliver medium to long-term capital growth through a balanced asset allocation across a diversified range of asset classes, regions and currencies with at least 30% of its assets in a combination of fixed income securities, Money Market Instruments and cash whilst not exceeding 70% of its assets in equity securities.

Technical Overview
Benchmark:	Global Balanced Composite (GBP)
Base currency:	USD	Pricing system:	Forward
Formation date:	01 Oct 2014