Ashburton Global Leaders Equity I Acc

Ranked 68 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Veronika Pechlaner

Veronika Pechlaner is a portfolio manager at Ashburton Investments having previously held direct responsibility for the global leaders equity strategy alongside Nick Lee. Veronika joined Ashburton in 2008 as investment manager in the European equities team before expanding her focus to global equities in 2011. She previously worked as executive director at Goldman Sachs in London where she started her career in 2001 in Pan-European equity research. Veronika is a Chartered Financial Analyst (CFA) charterholder and has a Masters’ degree in Finance and International Management from the University of Innsbruck (Austria).

Objective

The Sub-Fund aims to achieve long-term capital growth over the economic cycle by investing in Transferable Securities issued by leading companies listed globally. The Sub-Fund will invest in a focused portfolio of no more than 25 stocks. It is anticipated that at least 50% of the Sub-Funds assets will be invested directly or indirectly in equities and equity-related instruments issued by leading global companies in different sectors and industries.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.0%
2018 0.3% -6.1% 10.5% 6.3% -9.1%
2017 5.8% 3.7% -0.2% 0.1% 2.1%
2016 20.4% -0.5% 8.6% 5.2% 5.9%
2015 11.1% 5.9% -4.4% -1.3% 11.2%
2014 4.7% 5.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. United Kingdom

Fund Info

  • Launch date09/04/2014
  • Share Class size23Mn
  • Base currencyUSD
  • ISIN LU0923646748

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).