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Ashburton Global Balanced R GBP Acc

Ranked 102 out of 384 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Marianna Georgakopoulou

Marianna Georgakopoulou is a Multi Asset Strategist at Ashburton Investments. Marianna will be looking to take advantage of opportunities in both developed and emerging markets on a cross asset basis. Marianna joined Ashburton in 2015 and has worked in the industry for over 10 years. Prior to Ashburton, she worked at Pivot Capital Management in Monaco investing under a global macro mandate and before that in London at Tenax Capital, investing in global financials across the capital structure with a sovereign overlay. Marianna started her career at Goldman in London. She has degrees in Neuroscience and Cognitive Science from Panteion University in Athens and in Molecular Biology from University College London.


The objective of the Global Balanced Fund is to provide investors with growth in total return (capital plus income) over the medium to long term. The Sub-Fund will seek exposure to equity securities for an amount representing at least 20% and maximum 60% of its assets. The Sub-Fund will also seek exposure to a combination of fixed income securities, Money Market Instruments and cash for an aggregate amount representing at least 30% and maximum 80% of its asset.

Showing fund performance in United Kingdom View performance globally


Balanced GBP over : 28/02/2017 - 28/02/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 6.3% 2.3% 0.7% 1.4% 1.9%
2016 2.2% -3.2% 2.2% 3.1% 0.2%
2015 1.8% 5.1% -2.0% -4.7% 3.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. United Kingdom

Fund Info

  • Launch date06/10/2014
  • Share Class size114Mn
  • Base currencyUSD
  • ISIN LU1109954310

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0


  • Annual management1.50%

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