Ashburton Investments has a large and experienced fixed income team dedicated to managing fixed income portfolios that will keep your money working for you – whether it’s outpacing inflation or income generation you’re looking for.

So, go ahead, give yourself a break.

Choosing which fund is right for you
We have a range of money market and fixed income investments designed to help you achieve your goals.


Ashburton Money Market Fund Atlantic BCI Stable Income Fund Ashburton SA Income Fund
Fund category (ASISA classification) South African - Interest
Bearing - Money Market category South African - Interest
Bearing - Short Term category South African - Interest
Bearing - Short Term category
Investment objective and strategy The fund seeks to maximise interest income and preserve capital while providing investors with immediate liquidity. A low risk fund invested in a diversified portfolio of short dated money market instruments restricted to a maximum weighted average duration of 90 days. The fund aims to provide investors with additional yield above money market funds while providing high stability of capital and liquidity. Duration limited to a maximum of 0.25 years. A specialist income fund aimed at providing optimal income returns with relative capital stability. The fund is actively managed with the flexibility to invest across a broad range of interest bearing securities. Duration limited to a maximum of 2 years.
Benchmark STeFI 3 month index STeFI Composite Index (measured over a 1 year period) STeFI Composite Index (measured over a rolling 1year period)
Investor profile The fund is suitable for investors requiring regular income distributions with high capital preservation and liquidity. A good short term investment for surplus cash that may require deployment at short notice. The fund is suited to investors looking to earn greater yields above money market funds with capital appreciation. This fund is suited to investors looking to earn an income above inflation without compromising on capital preservation.
Risk profile Low Low Low
Investor time horizon Monthly 1 year 1 year
Liquidity Daily Daily Daily
Income distribution Monthly Monthly Quarterly

This fund offers investors a liquid investment at a competitive interest rate and capital preservation in the short term.

The fund aims to maximise interest income, preserve capital and provide immediate liquidity for investors. It will invest in a diversified portfolio of money market instruments. It is a good short term investment for surplus cash that may require deployment at short notice.

Speak to your financial advisor or read more and invest directly online.

Maximise income with high stability of capital. This fund aims to achieve performance in excess of money market and current account yields.

This Ashburton fund is an actively managed cash fund designed to deliver returns that are higher than that of a traditional money market unit trust fund. This fund differs from a money market fund in that it can invest in income generating instruments that have a slightly longer duration than that of a traditional money market fund.

Fund performance as at 31 October 2017

Performance (annualised) 1 year 2 year 5 year Annualised 
since inception Cumulative 
since inception
Fund 8.71% 8.31% 7.25% 6.38% 72.62%
STEFI Index 7.60% 7.07% 6.42% 6.63% 76.26%

This Ashburton fund is available via the Boutique Collective Investments (BCI) Scheme. Speak to your financial advisor or download the BCI application form here.

Suited to investors looking to earn income above inflation without compromising on capital preservation.

This fund is designed to provide relative capital stability and optimal income returns from a broad range of interest earning securities. It aims to enhance returns through a combination of diversified fixed income strategies.

Speak to your financial advisor or read more and invest directly online.