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Architas Diversified Global Income - A Net Acc

Ranked 269 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Mayank Markanday

Mayank Markanday is a senior portfolio manager at Architas, based in London. He joined the firm in 2017, having previously spent 10 years as a portfolio manager and research analyst at Russell Investments. He has significant experience in multi-asset portfolio management and asset allocation. He graduated from UNSW Business School in Sydney with an honours degree in finance and actuarial studies. He is a CFA Charterholder.

Solomon Nevins

Solomon Nevins, CFA, is a senior investment manager at Architas based in London. He joined the firm in 2008 and currently deals in global bonds and multi-assets using fund-of-funds and income strategies. Solomon graduated from the University of Bristol with a degree in Economics and History. He is a CFA Charterholder and is IMC qualified. Outside of investment management, he lists football, chess, music and the theatre among his interests.

Objective

The aim of the Fund is to provide an income, together with capital growth, over the medium to long term. The Fund will seek to achieve its aim mainly by buying units or shares in other funds -"underlying funds". The underlying funds may invest in a range of financial instruments including shares, tradable debt (bonds) issued by companies, governments and other institutions, some of which can easily be converted into cash (money market instruments), freely transferrable 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).

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.6%
2018 -6.8% -4.4% 0.9% 2.1% -5.3%
2017 7.9% 3.5% 1.8% 0.4% 2.0%
2016 8.3% 0.0% 3.0% 5.7% -0.6%
2015 1.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Schroder ISF Global Dividend Maximiser Fund 8.99%
BGF Global Enhanced Equity Yield A6RF GBP Hedged 7.65%
GBP Cash 6.93%
Invesco US Senior Loan GH Acc GBP 6.19%
Vanguard US Investment Grade Credit GBP Hdg 6.14%
Royal London Sterling Extra Yield Bond Z 6.01%
Artemis Income I Acc 5.11%
MI TwentyFour - Monument Bond L Inc 4.48%
BCIF UK Gilts All Stocks Tracker L Acc 4.23%
Vanguard UK Short Term Investment Grade Bond ACC 4.10%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/03/2015
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN GB00BT9QBW09

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

Related News

Architas makes double hire as UK funds head departs

Sarah Ackland has been promoted to UK head and Frank Potaczek poached from Defaqto to take her role after Cedric Bucher departs.

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