Fixed Income Funds
Our Total Return Bond Funds represent the Fund Manager’s best investment ideas across global debt markets. It is suitable for cautious investors and for those who want to achieve a combination of capital growth and income over the long-term.
Features:
- Available in hedged US dollar and sterling.
- Access to Ashburton's best ideas in global debt markets.
- Daily dealing and valuation.
- Minimum investment: £10,000 (or currency equivalent).
- Subsequent investment £2,000 (or currency equivalent).
Benefits:
- Low volatility.
- Designed to provide capital growth and quarterly income.
- Not constrained by the benchmark.
Money Market Funds
Ashburton’s Money Market Funds have been designed to provide capital growth with minimal risk to a client’s investment. The Funds’ aim to increase in value with minimal volatility and risk by investing exclusively in cash or international cash equivalent instruments.
Features:
- Available in US dollar, sterling and euro.
- Exposure to a range of cash or international cash equivalent instruments.
- Weekly dealing and valuation (every Friday).
- Minimum investment: £10,000, $15,000, €15,000.
- Subsequent investment £2,000 (or currency equivalent).
Benefits:
- Low volatility.
- Safe haven in times of stock market instability.
- Designed to provide similar levels of return as those available to institutional investors.