The Ashcourt Approach

Ashcourt Asset Management Limited manage client portfolios on an "active basis". This means that we make decisions to buy and sell investments based on an analysis of how we view the market and each investment within the market.

An active strategy aims to outperform the market at all times. This means that as prices rise we aim to obtain a better appreciation than the market generally.

However, there are times when the market will fall. When this happens, our client’s portfolios will also fall in value but by using an active strategy the fall should be less than the market index.

The alternative strategy to active management is known by various names. The usual names are passive or tracker funds. Asset managers who follow this strategy buy and sell securities, which comprise a particular market index. To accurately replicate an index, a portfolio must be of a substantial size otherwise the costs become prohibitive. In order to gain exposure, a sample of securities from each sector in the index is bought. Although this creates variances to the actual index, the portfolios tend to follow the relevant index.

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