Architas MA Blended Intermediate R Acc

Ranked 160 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

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.

Mayank Markanday

Mayank Markanday joined Architas in November 2017 and is a co-manager on a number of portfolios including the Architas Diversified Real Assets fund, the Architas Monthly High Income fund, the Architas Strategic Bond fund and the Architas Diversified Global Income fund. He also acts as deputy portfolio manager on the Multi-Asset Blended range. He holds a BCom in finance and actuarial studies from the UNSW Business School, Sydney. He is a CFA Charterholder.

Objective

The Fund aims to provide a return on investment over the medium to long term with a moderately high range and frequency of price movements (volatility). The Fund pursues its aim by investing directly in shares, debt instruments which can easily be converted into cash (money market instruments), freely transferable rights to buy other investments at a future date (warrants), financial contracts that derive their values from those of other investment instruments or indices (derivatives) and deposits.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -4.3% -3.9% 4.9% 1.6% -6.6%
2017 6.1% 3.0% 0.0% -0.4% 3.4%
2016 16.3% 1.3% 3.5% 7.9% 2.8%
2015 4.9% 4.7% -3.8% -0.5% 4.7%
2014 6.4% 0.5% 1.7% 0.8% 3.3%
2013 10.3% 7.8% -1.8% 2.7% 1.3%
2012 10.4% 6.0% -3.4% 3.9% 3.8%
2011 -4.5% 0.0% 0.3% -9.2% 4.8%
2010 13.0% 7.3% -8.2% 8.2% 6.0%
2009 23.0% -10.6% 13.7% 17.8% 2.7%
2008 -29.1% -7.1% -2.9% -10.5% -12.2%
2007 0.9% 0.8% 1.4% 0.3% -1.6%
2006 8.7% 4.7% -4.1% 4.3% 3.8%
2005 15.2% 1.0% 3.8% 5.0% 4.7%
2004 6.7% 1.1% 0.6% 0.4% 4.5%
2003 16.5% -2.6% 9.7% 3.8% 5.2%
2002 -19.1% 0.8% -10.0% -12.4% 1.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
BCIF Corporate Bond Tracker L Acc 17.05%
GBP Cash 16.41%
BCIF UK Gilts All Stocks Tracker L Acc 7.11%
BCIF UK Equity Tracker L Acc 5.90%
Artemis US Extended Alpha I GBP Acc H 5.59%
BCIF Overseas Government Bond Tracker L Acc 4.45%
Vanguard UK Long Duration Gilt Idx GBP Gross A Inc 4.25%
TB Evenlode Income C Acc 3.78%
iShares Edge S&P 500 Minimum Volatility UCITS ETF 3.75%
AB SICAV I-American Growth Portfolio S1 USD 3.68%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date12/11/2001
  • Share Class size110Mn
  • Base currencyGBP
  • ISIN GB0031042558

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.30%

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