Asset Management Funds
Ashburton's Asset Management Funds are suitable for an investor looking to achieve real long-term growth of capital whilst accepting a moderate degree of risk. The Fund's portfolio of international fixed income bonds and equities, as well as cash and currency deposits is designed to achieve long-term consistent investment returns. Risk averse policies adopted by the Fund aim to even out fluctuations that can be generated by volatile market conditions.
Features:
- Available in US dollars, sterling and euro.
- Daily access to funds.
- Minimum investment: £10,000 (or currency equivalent).
- Subsequent investment £2,000 (or currency equivalent)
- Exposure to a diversified portfolio international bonds, equities, cash and currency deposits.
- Risk control matrix - maximum of 50% in equities, 70% in bonds and 50% in non-base currency.
Benefits:
- Actively managed and adaptable investment approach.
- Designed to achieve capital growth.
- Designed to suppress volatility and risk.
- Choice of accumulating or distributing funds.
- UK distributor status available with sterling and euro Funds.
Accumulating
- Sterling Asset Management Fund - Accumulating
- Dollar Asset Management Fund - Accumulating
- Euro Management Fund - Accumulating
Distributing
Multi Asset Cautious, Balanced and Aggressive Funds
Ashburton offers a range of funds designed to generate capital growth within three different risk strategies – Cautious, Balanced and Aggressive. This gives investors more flexibility, allowing them to match their own attitude to risk to the appropriate Fund. Through these products, investors will have access to a broad range of asset classes such as cash, bonds, equities, hedge funds, alternative assets and derivative instruments.
Features:
- Balanced strategy available in US dollars, sterling and euro.
- Cautious and Aggressive strategies available in sterling only.
- Broader range of assets hedge funds, alternative assets, derivatives, as well as traditional asset classes.
- Daily access to funds.
- Minimum investment: £10,000 (or currency equivalent).
- Subsequent investment £2,000 (or currency equivalent)
- Risk control matrix - Cautious, Balanced and Aggressive.
Benefits:
- Wider choice, more flexibility and control.
- Designed to achieve capital growth.
- Opportunity to determine the level of risk through three different risk profiles.
- Actively managed, adaptable investment approach.
- Distribution capability