Category Investments

Ashburton India Equity Opportunities Fund reaches $100 million milestone

16 September 2016 Ashburton
Jonathan Schiessl

Jonathan Schiessl

Ashburton’s award winning fund, which is managed by its Jersey investment team, has reached $100 million assets under management (AUM), just ahead of its four year anniversary.

The Fund, which has outperformed its benchmark by more than 60% over the past three years, is managed in Jersey by Jonathan Schiessl, Simon Finch and Craig Farley. 

Schiessl, Chief Investment Officer of Ashburton’s international business, is ranked in the top 5 India equity managers globally and rated AAA by Citywire, the leading investment publication. 

Investment research company Morningstar has given the Fund “4 stars” for its three year track record. 

The Fund, part of the Ashburton Investments Luxembourg-domiciled SICAV range, also recently launched sterling share classes to provide better investor access via several platforms. 

Simon Finch, Fund Manager at Ashburton said “reaching this milestone within four years of the Fund’s launch reflects the commitment of the investment team to Ashburton’s investment philosophy“. 

“Combined with that is the increased investor appetite for allocating a proportion of their risk budget to an economy that is differentiating itself from the other members of the traditional Global Emerging Markets category”. 

“It is an exciting time for India, with it now being the world's fastest growing major economy, supported by a reformist government, stable currency and strong demographic profile for the next 25 years at least.  

The Fund is focused on unlocking the value in India’s outstanding growth predominantly through industrial, financial and consumer related companies.


Quick Polls


What do you consider the most significant challenge in implementing the Two-Pot Retirement System?


Coping with new, unfinalised legislation, leading to uncertainty in implementation
Adapting to brand new claim types, requiring the development of digital, member-initiated claims capabilities
Addressing member education and awareness to correct misconceptions and ensure understanding of the system, including tax implications
All of the above
fanews magazine
FAnews June 2024 Get the latest issue of FAnews

This month's headlines

Understanding prescription in claims for professional negligence
Climate change… the single biggest risk facing insurers
Insuring the unpredictable: 2024 global election risks
Financial advice crucial as clients’ Life policy premiums rise sharply
Guiding clients through the Two-Pot Retirement System
There is diversification, and true diversification – choose wisely
Decoding the shift in investment patterns
Subscribe now