Ashburton Global Balanced Fund (GBP)

Offshore Trusts

ManCo List

Funds by Name

Funds by Category

Word Search

FAQ

Ashburton Global Balanced Fund (GBP) - R

Ashburton Global Balanced Fund (GBP) - R

	Ashburton (Jersey) Limited
		Ashburton Global Balanced Fund (GBP) - R

Price

Ranking

Sector:	Global-Asset Allocation-Flexible
Size:	-

Sector Rank:	80 out of 93
(lump sum over 3 years to 30 Nov 2024)

Overall Rank:	341 out of 485
(lump sum over 3 years to 30 Nov 2024)

R20000 invested on 30 Nov 2021 was worth R22 640 at 30 Nov 2024
(4.22% annual compound return)

R5000 per month since 30 Nov 2021 was worth R202 718 at 30 Nov 2024
(7.59% 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