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Ashburton portfolio reaches 10-year milestone

Ashburton portfolio reaches 10-year milestone

Monday 21 June 2021

Ashburton portfolio reaches 10-year milestone

Monday 21 June 2021


Ashburton Investments' Global Leaders Equity Portfolio has more than £188m in assets under management, a decade after its launch.

Launched in 2011, it is a concentrated portfolio of the world’s most prominent companies, holding positions in companies including Samsung and Microsoft.

 

James Cooke Ashburton.jpg

Pictured: Ashburton's Dr James Cooke.

Dr James Cooke, Director of Investments and Head of Global Equities for Ashburton Investments (International) said: “We’re very happy with the way that this portfolio has performed, it has demonstrated a strong consistent performance against its peer group over the last ten years, which is a testament to our robust investment philosophy and to the expertise of our global investment team. 

“For over three decades, Ashburton Investments has invested in what makes sense, delivering good risk-adjusted returns through all market conditions."

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