Architas MA Passive Intermediate R Acc
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.
Objective
The objective of the Fund is to provide returns on investment by investing in a diverse range of assets. The Fund pursues its aim by investing mainly in underlying funds and funds which are traded on stock exchanges. The underlying funds may invest in a wide range of financial instruments including shares, tradable debt issued by companies, governments and other institutions, which can easily be converted into cash, freely transferrable rights to buy other investments at a future date and financial contracts that derive their values from those of other investment instruments or indices. The underlying funds may invest in the UK or overseas, including in emerging markets.
Performance
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Rank 38/394 Total Return
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Rank 313/394 Standard Deviation
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Rank 262/394 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 36 | Thesis Global Multi Asset Acc | GBP | 5.9% |
| 36 | IFSL James Hambro Harrier Balanced Inc | GBP | 5.9% |
| 38 | Architas MA Passive Intermediate R Acc | GBP | 5.9% |
| 39 | Beech | GBP | 5.8% |
| 40 | Zurich Horizon Multi-Asset II Z Inc | GBP | 5.8% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 311 | BlackRock Managed Volatility II C Acc | GBP | 6.0 |
| 312 | Zurich Horizon Multi-Asset III Z Acc | GBP | 6.0 |
| 313 | Architas MA Passive Intermediate R Acc | GBP | 6.0 |
| 314 | MGTS AFH Strategic Core Acc | GBP | 6.1 |
| 315 | IFSL Brooks Macdonald Balanced B Acc | GBP | 6.1 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 261 | IFSL James Hambro Harrier Capital Growth Inc | GBP | -4.2% |
| 262 | The HavenRock Fund | GBP | -4.2% |
| 262 | Architas MA Passive Intermediate R Acc | GBP | -4.2% |
| 264 | Scottish Widows HIFML Diversified Return I | GBP | -4.3% |
| 264 | Aviva Investors Multi-Manager 20-60% SC 1 Inc | GBP | -4.3% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -4.2% | 5.7% | |||
| 2017 | 7.0% | 2.7% | 0.2% | -0.3% | 4.4% |
| 2016 | 17.3% | 1.9% | 4.0% | 7.8% | 2.7% |
| 2015 | 2.4% | 5.2% | -4.0% | -3.5% | 5.1% |
| 2014 | 8.5% | 0.5% | 2.3% | 2.1% | 3.4% |
| 2013 | 6.8% | 7.1% | -3.4% | 3.0% | 0.1% |
| 2012 | 8.2% | 4.7% | -3.2% | 3.9% | 2.8% |
| 2011 | -2.5% | 0.5% | -0.3% | -6.2% | 3.8% |
| 2010 | 10.2% | 5.1% | -5.3% | 6.6% | 3.9% |
| 2009 | 16.0% | -9.3% | 8.2% | 14.9% | 2.8% |
Month by Month Performance
Returns Vs Risk
Asset Allocation
Breakdown
Top 10 Holdings
| Stock | Size |
|---|---|
| Vanguard US Equity Index GBP Acc | 12.55% |
| BCIF Corporate Bond Tracker L Acc | 10.98% |
| Vanguard UK Investment Grade Bond Index Acc GBP | 10.77% |
| BCIF UK Equity Tracker L Acc | 10.02% |
| Vanguard FTSE UK AllShareIdx UnitTr A GBP Acc | 9.86% |
| No name available | 8.93% |
| Legal & General UK Property C Acc (PAIF) | 4.99% |
| BCIF UK Gilts All Stocks Tracker L Acc | 4.87% |
| Vanguard UK Government Bond Index Acc | 4.85% |
| BCIF Overseas Government Bond Tracker L Acc | 4.74% |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date05/11/2008
- Share Class size55Mn
- Base currencyGBP
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ISIN GB00B3CQK065
Purchase Info
- Min. initial investment500
- Min. regular additional investment50
Charges
- Annual management1.00%