Ashburton Investments’ fixed income team is achieving standout results – and helping investors achieve better liquidity in the process.

In a market where liquidity and capital preservation are top of mind for a range of large investors, Ashburton Investments’ Core Plus Income Fund has quietly become a powerhouse - growing to more than R10 billion in assets in under three years. The Core Plus Income Fund is primarily targeted at clients who want to park large sums of money and have high liquidity needs.

“We are delighted to celebrate outstanding achievements across the Ashburton Fixed Income range. Recently, the Ashburton Money Market Fund has surpassed R30 billion, the Ashburton Core Plus Income stands strong at over R10 billion, and the Ashburton Stable Income is just shy of R30 billion,” says Albert Botha, Head of Fixed Income at Ashburton Investments.

Ashburton Investments Head of Corporate and Commercial Distribution, Vanessa Pillay, explains why the achievement matters to her client base: “The Ashburton Core Plus Income Fund has become a standout choice among clients, particularly due to its consistent outperformance of money market funds (MMFs). With its low-risk profile, this Fund has captured the attention of corporate and institutional investors eager to achieve attractive yields on their strategic cash.”

In an environment where business confidence in South Africa remains subdued due to local and global uncertainties, the demand for secure yet rewarding investment options continues to rise, says Pillay.

“While MMFs remain a trusted tool for liquidity management and short-term cash holdings, many corporate, institutional, and commercial investors are now seeking opportunities that go beyond the yields offered by MMFs. Recognising this need, the Ashburton Core Plus Income Fund was specifically designed for corporate investors looking for an ideal balance of higher returns and low risk. It has become a compelling option for those aiming to optimise returns on their strategic cash while maintaining peace of mind. With  significant liquidity in the market, the Core Plus Income Fund is well-positioned to meet the growing appetite for yield enhancement, offering a smart alternative for investors prioritising both stability and performance. The remarkable growth of this fund highlights its growing popularity, and the trust placed in it by investors seeking attractive yields paired with a low-risk investment profile."

Botha concludes: “The secret to our success is consistent client service that ensures that we match the clients’ needs alongside a well-performing product set, managed by dedicated investment professionals.  Most of the growth we achieved as a team occurred in the five years after Covid, in a very tough and challenging environment. It is a credit to the portfolio managers, distribution teams and the rest of the business that we have achieved this.

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