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 23/395 Total Return
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Rank 262/395 Standard Deviation
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Rank 181/395 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 21 | Mercer Diversified Retirement M-1 GBP | GBP | 1.1% |
| 22 | Dartmoor Acc | GBP | 1.0% |
| 23 | Architas MA Passive Intermediate R Acc | GBP | 1.0% |
| 24 | S&W Worldwide | GBP | 0.9% |
| 24 | VT AJ Bell Passive Moderately Adventurous I Acc | GBP | 0.9% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 260 | BlackRock Managed Volatility II C Acc | GBP | 6.4 |
| 260 | Vanguard Global Balanced Fund A GBP Acc | GBP | 6.4 |
| 262 | AXA Distribution R Acc | GBP | 6.4 |
| 262 | Architas MA Passive Intermediate R Acc | GBP | 6.4 |
| 264 | VT AJ Bell Passive Balanced I Acc | GBP | 6.4 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 179 | Janus Henderson Core 5 Income A Acc | GBP | -4.2% |
| 179 | CMI Sterling Cautious Managed DC2 C | GBP | -4.2% |
| 181 | The HavenRock Fund | GBP | -4.2% |
| 181 | Architas MA Passive Intermediate R Acc | GBP | -4.2% |
| 183 | TM UBS (UK) - Global Balanced B Acc | GBP | -4.3% |
| 183 | Wesleyan Moderate Risk/Reward Growth B Acc | GBP | -4.3% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/09/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -4.2% | 5.7% | 1.3% | ||
| 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 FTSE UK AllShareIdx UnitTr A GBP Acc | 13.06% |
| Vanguard US Equity Index GBP Acc | 12.90% |
| BCIF Corporate Bond Tracker L Inc | 10.76% |
| Vanguard US Investment Grade Credit GBP Hdg | 10.57% |
| BCIF UK Equity Tracker L Acc | 9.74% |
| BCIF US Equity Tracker L Acc | 9.48% |
| Vanguard UK Investment Grade Bond Index Inc GBP | 8.23% |
| Legal & General UK Property C Acc (PAIF) | 4.96% |
| BCIF Overseas Government Bond Tracker L Acc | 4.64% |
| BCIF UK Gilts All Stocks Tracker L Acc | 4.12% |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date05/11/2008
- Share Class size53Mn
- Base currencyGBP
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ISIN GB00B3CQK065
Purchase Info
- Min. initial investment500
- Min. regular additional investment50
Charges
- Annual management1.00%
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