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Climate change. Tom Zambon. Introduction June 2009. 55. Ashburton Chindia Equity Fund. +45%. 45. 35. 25. % Growth. +13%. Ashburton European Equity Fund. 15. +3%. 5. MSCI World CR GBP. -5. -15. Jan-09. Feb-09. Mar-09. Apr-09. May-09. Past 4 months.
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Climate change Tom Zambon Introduction June 2009
55 Ashburton Chindia Equity Fund +45% 45 35 25 % Growth +13% Ashburton European Equity Fund 15 +3% 5 MSCI World CR GBP -5 -15 Jan-09 Feb-09 Mar-09 Apr-09 May-09 Past 4 months February 2009 – Driving in the Fog… no clear direction June 2009 – mist is clearing… Percent growth since last investment briefing in February Source: Lipper
Investment Performance - as at 31 May 2009 Source: Lipper
Renaming of Advanced Portfolio FundsMulti Asset Fund Range The Advanced Portfolio Funds were designed to generate capital growth within three different risk strategies – Lower, Moderate and Higher. Multi Asset Aggressive Funds Multi Asset Balanced Funds Multi Asset Cautious Funds Advanced Portfolio Higher Risk Funds Advanced Portfolio Moderate Risk Funds Advanced Portfolio Lower Risk Funds The mandates have not changed but the Fund names are now industry standard: Multi Asset Cautious, Balanced and Aggressive Funds These Funds give you the flexibility to match your clients attitudes to risk to the appropriate Fund.
Richard Robinson European Equity Fund Manager Today’s Speakers Tristan Hanson Ashburton strategist