Ashburton boosts Japan weighting

clock

Ashburton has increased its weighting to Japan from 10% of equity exposure at the end of 2009 to 25% in its multi-asset and asset management funds.

Tristan Hanson, manager of asset allocation and strategy at Ashburton, says the group has reduced exposure to Europe to 20% of its total equity portion and emerging Asia (15%) to facilitate the greater Japan weighting. Meanwhile, on a relative basis, exposure to US equities remains unchanged (40% of equities). He says: "After a 20-year bear market and another very poor year in 2009, global investors have lost interest in Japan. This is also reflected in valuations which look relatively attractive if one expects Japanese corporations to benefit from a global economic recovery in 2010. ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Winds of change: Private markets access for retail investors

Winds of change: Private markets access for retail investors

Investing in LTAFs, accessibility aside, needs careful consideration

Dorian Hughes
clock 02 July 2025 • 5 min read
Stock pickers call for caution over rapid return to US equities

Stock pickers call for caution over rapid return to US equities

Quilter's WealthSelect boosts fixed income and reduces equity exposure

Linus Uhlig
clock 01 July 2025 • 1 min read

Watch Professional Adviser's Working Lunch on the Baillie Gifford Managed Fund- The benefits of diversification in an uncertain world

Catch up on the discussion

Professional Adviser
clock 30 June 2025 • 1 min read