Offshore Trusts ManCo List Funds by Name Funds by Category Word Search FAQ

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) 232 990 000   Sector Rank: 75 out of 94 (lump sum over 3 years to 31 May 2025)   Overall Rank: 354 out of 490 (lump sum over 3 years to 31 May 2025)   R20000 invested on 31 May 2022 was worth R25 485 at 31 May 2025 (8.41% annual compound return)   R5000 per month since 31 May 2022 was worth R198 734 at 31 May 2025 (6.34% 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

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