Architas Global Equity Income A Inc

Ranked 59 out of 100 in - Global Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Alex Burn

Alex Burn leads research on Asian and Japanese equity funds at Architas, as well as co-managing the Global Equity Income and Passive portfolios. Burn joined Architas in 2013 from the AXA UK graduate scheme. He has a BA in corporate management and is IMC qualified. He has also been a CFA charterholder since May 2017.

Sheldon MacDonald

Sheldon MacDonald, CFA, is deputy CIO at Architas based in London. He joined the firm in 2010 and prior to this he was a fund of funds manager at Nedgroup Investments. With 22 years of investment experience, he has a BComm in Financial Accounting and Economics, is a CFA Charterholder and holds the IMC. Outside of asset management Sheldon enjoys the theatre, music, travel, rugby, soccer and skiing.

Objective

The investment objective of the Fund is to provide income with some capital growth over the medium to long term. The Fund will seek to achieve its objective mainly by buying units or shares in other funds including funds which are traded on stock exchanges. Underlying funds may be managed by Architas, members of their group or third parties.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.1%
2018 -9.1% -8.6% 6.3% 3.8% -9.9%
2017 5.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
BGF Global Enhanced Equity Yield D5 USD 14.90%
No name available 12.08%
Vanguard US Equity Index Inst Plus GBP Inc 11.53%
Schroder Asian Income Maximiser A Inc 10.93%
BCIF North American Equity Tracker L Acc 10.37%
Invesco S&P 500 High Div Low Vol UCITS ETF 9.82%
BlackRock Continental European Income A Inc 9.74%
iShares Japan Equity Index (UK) L Inc 6.80%
iShares Emerging Markets Equity Index (UK) L Inc 4.73%
BlackRock Pacific Rim Index USD Inst Acc 4.17%
30/04/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/07/2017
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN GB00BYQMFQ86

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment50

Charges

  • Annual management0.50%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).