Architas MA Passive Intermediate R Acc

Ranked 23 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Alex Burn

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.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/10/2017 - 31/10/2018

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

30/09/2018

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%
30/09/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date05/11/2008
  • Share Class size53Mn
  • Base currencyGBP
  • ISIN GB00B3CQK065

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.00%

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).