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Ashburton Global Energy I Acc

Ranked 24 out of 24 in - Energy over 12 months
All calculations are in GBP unless stated

Managed by

Richard Robinson

Richard Robinson at Ashburton is the Fund Manager with responsibility for the Ashburton Global Energy Fund. He joined Ashburton in 2000 and has 16 years’ experience in the investment industry. Richard graduated from Cardiff University in 1996, he then worked for Abbey National Stockbrokers in London and Jersey before joining Ashburton. Richard is a Member of the Securities Institute and holds the Investment Management Certificate (IMC) and the Securities Institute Diploma. Richard began his Ashburton career as an assistant on the Ashburton European Equity Fund and became Lead Fund Manager of this Fund from 2007 to April 2014. Richard was one of the architects for the move from a regional to a sectoral investment model. Richard successfully launched the Ashburton Global Energy Fund in 2013. A fund that focuses on management of the cycle which creates more opportunity to generate alpha. This tried and tested approach is evident through the life of the Fund.

Objective

The Sub-Fund aims to achieve long term capital growth by investing at least 75% in Transferable Securities in companies listed globally which are involved in the exploration, development, production and distribution of oil, gas, coal, renewable energy and other energy sources. While the Sub-Funds invested assets will be denominated in a range of currencies, the Sub-Fund will be seeking to maximise total returns on a US dollar basis.

Showing fund performance in United Kingdom View performance globally

Performance

Energy over : 28/02/2018 - 28/02/2019
  • Rank 24/24 Total Return
  • Rank 21/24 Standard Deviation
  • Rank 24/24 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -24.6% -10.9% 20.5% 1.3% -30.7%
2017 -19.6% -11.2% -23.2% 7.3% 9.8%
2016 63.7% 3.3% 27.7% 7.5% 15.4%
2015 -5.9% 4.3% -2.9% -12.3% 6.0%
2014 -14.0% 0.2% 7.9% -5.1% -16.2%
2013 3.3% 5.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. United Kingdom

Fund Info

  • Launch date19/06/2013
  • Share Class size10Mn
  • Base currencyUSD
  • ISIN LU0923645930

Purchase Info

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

Charges

  • Annual management0.75%
  • Initial investment0.75%

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Richard Robinson, manager of the Ashburton Global Energy fund, recently visited the Permian oilfields of West Texas to look at the potential stumbling blocks for the pace of US production.

Trump presidency supportive for oil but not renewables

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