Architas MA Active Moderate Income R Net Acc

Ranked 49 out of 58 in - Sterling Strategic Bond over 12 months
All calculations are in GBP unless stated

Managed by

Jaime Arguello

Jaime Arguello has over three decades of experience in the fund management industry. He is currently a fund manager and the CIO at Architas. He joined Architas in October 2016 from Barclays where he was the head of multi management and also served as the CIO. Prior to this was a managing partner at MSI Fund Advisors. Jaime graduated from Ecole Nationale des Ponts et Chaussees in Paris with a degree in Economics. Outside of fund management he enjoys golf.

Nathan Sweeney

Nathan Sweeney is a senior investment manager at Architas based in London. Nathan began his 17-year investment career at AIB Investment Managers, joining Architas in 2010. He has significant experience of asset allocation, portfolio management and fund selection. Nathan has a BSc in Science, a Diploma in Financial Services and is IMC qualified. Outside of work he is a keen triathlete.

Objective

The Fund may invest directly in individual securities managed by a variety of external investment mandates and through collective investment schemes. Initially, the Fund is likely to be invested totally in collective investment schemes and as the Fund develops the ACD will use a strategy of the combination of both external investment mandates and collective investment schemes to achieve the Fund’s objective. The Fund may also invest in other transferable securities, money market instruments, warrants, derivatives and deposits directly and/or indirectly through collective investment schemes.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Strategic Bond over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.4%
2018 -4.6% -2.8% 1.6% 0.1% -3.4%
2017 3.3% 2.7% 0.4% -1.2% 1.3%
2016 10.5% 0.9% 3.0% 6.2% 0.1%
2015 0.5% 3.6% -3.6% -1.0% 1.7%
2014 7.0% 1.3% 1.3% 1.0% 3.2%
2013 5.5% 4.8% -1.7% 1.1% 1.4%
2012 10.2% 3.9% -0.5% 3.9% 2.6%
2011 -2.0% 1.5% 0.3% -4.3% 0.6%
2010 7.9% 4.6% -0.6% 4.4% -0.7%
2009 15.8% -3.7% 6.1% 10.9% 2.2%
2008 -7.2% -1.5% 0.1% -3.3% -2.7%
2007 0.9% 0.6% -1.7% 0.6% 1.5%
2006 1.7% 0.2% -1.6% 2.8% 0.3%
2005 4.5% -0.4% 2.7% 0.7% 1.4%
2004 -0.9% 3.0% 3.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
BCIF Corporate Bond Tracker L Acc 19.28%
BCIF UK Gilts All Stocks Tracker L Acc 13.38%
SPDR Bloomberg Barclays 1-5 Year Gilt UCITS ETF 9.66%
BCIF Overseas Government Bond Tracker L Acc 9.30%
Insight LIBOR Plus F 4.76%
Artemis Income I Acc 4.46%
PIMCO GIS Global Bond Inst GBP Hgd Acc 4.37%
Artemis US Extended Alpha I GBP Acc H 3.76%
iShares Edge S&P 500 Minimum Volatility UCITS ETF 2.31%
John Laing Environmental Assets Group Ltd ORD 2.23%
30/04/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/03/2004
  • Share Class size20Mn
  • Base currencyGBP
  • ISIN GB0034252022

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.50%

Related News

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