Architas MA Passive Intermediate R Acc
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 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 36/395 Total Return
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Rank 174/395 Standard Deviation
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Rank 143/395 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 34 | BlackRock Volatility Strategy III C Acc | GBP | 6.5% |
| 35 | Beech | GBP | 6.5% |
| 36 | Architas MA Passive Intermediate R Acc | GBP | 6.4% |
| 37 | 7IM Dynamic Planner Portfolio 5 C GBP Acc | GBP | 6.3% |
| 38 | Acacia | GBP | 6.3% |
| 38 | Kames Diversified Month Inc B Inc | GBP | 6.3% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 173 | Royal Bank of Scotland Stakeholder Investment 5 | GBP | 6.6 |
| 174 | Architas MA Passive Intermediate R Acc | GBP | 6.6 |
| 175 | Liontrust Sustain Future Defensive Managed 2 Inc | GBP | 6.6 |
| 176 | Scottish Widows Balanced Growth D Acc | GBP | 6.6 |
| 176 | Mercer Diversified Growth M-2 GBP | GBP | 6.6 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 141 | TC Share Centre Multi Manager Cautious A Inc | GBP | -5.9% |
| 141 | SVS Heritage Balanced Portfolio Acc | GBP | -5.9% |
| 143 | FP Russell Investments Multi Asset Growth II C Acc | GBP | -6.0% |
| 143 | Architas MA Passive Intermediate R Acc | GBP | -6.0% |
| 145 | Zurich Horizon Multi-Asset I Z Inc | GBP | -6.0% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2019 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2019 | 5.1% | ||||
| 2018 | -3.0% | -4.2% | 5.7% | 1.3% | -5.4% |
| 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 |
|---|---|
| BCIF Corporate Bond Tracker L Acc | 12.38% |
| Vanguard UK Investment Grade Bond Index Acc GBP | 12.25% |
| BCIF UK Equity Tracker L Acc | 10.47% |
| Vanguard FTSE UK AllShareIdx UnitTr A GBP Acc | 10.31% |
| BCIF Overseas Government Bond Tracker L Acc | 8.61% |
| Vanguard US Equity Index GBP Acc | 6.81% |
| BCIF US Equity Tracker L Acc | 6.33% |
| Vanguard FTSE Developed Europe ex UK UCITS ETF EUR | 5.89% |
| Vanguard UK Government Bond Index Acc | 4.65% |
| BCIF UK Gilts All Stocks Tracker L Acc | 4.09% |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date05/11/2008
- Share Class size54Mn
- Base currencyGBP
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ISIN GB00B3CQK065
Purchase Info
- Min. initial investment500
- Min. regular additional investment50
Charges
- Annual management1.00%
Related News
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Rock solid in face of feared ‘flap’ over France and Greece
After a disappointing 2011, Architas’s Caspar Rock has returned to form in the first months of this year, and his hedge against volatility could pay off if eurozone woes hit markets again.
By Max Julius - 25 April 2012, 12:52
