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Architas MA Active Dynamic R Acc

Ranked 93 out of 155 in - Flexible GBP over 12 months
All calculations are in GBP unless stated

Managed by

Jaime Arguello

Jaime Arguello has over three decades of experience in the fund management industry. He is currently a fund manager and the CIO at Architas. He joined Architas in October 2016 from Barclays where he was the head of multi management and also served as the CIO. Prior to this was a managing partner at MSI Fund Advisors. Jaime graduated from Ecole Nationale des Ponts et Chaussees in Paris with a degree in Economics. Outside of fund management he enjoys golf.

Nathan Sweeney

Nathan Sweeney is a senior investment manager at Architas based in London. Nathan began his 17-year investment career at AIB Investment Managers, joining Architas in 2010. He has significant experience of asset allocation, portfolio management and fund selection. Nathan has a BSc in Science, a Diploma in Financial Services and is IMC qualified. Outside of work he is a keen triathlete.

Objective

The Fund aims to maximise capital and income returns through investment in a range of assets, although up to 100% could be invested in equities. The Fund may invest directly in individual securities managed by a variety of external mandates and through collective investment schemes. Initially, the Fund is likely to be invested totally in collective investment schemes and as the Fund develops the ACD will use a strategy of the combination of both external investment mandates and collective investment schemes to achieve the Fund’s objective. The Fund may also invest in other transferable securities, money market instruments, warrants, derivatives and deposits directly and/or indirectly through collective investment schemes.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible GBP over : 30/04/2018 - 30/04/2019
  • Rank 93/155 Total Return
  • Rank 144/155 Standard Deviation
  • Rank 124/155 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.7%
2018 -10.5% -5.2% 3.5% 0.3% -9.1%
2017 14.3% 6.8% 1.1% -0.4% 6.3%
2016 19.5% 0.7% 2.8% 11.8% 3.2%
2015 1.7% 7.0% -3.8% -8.1% 7.5%
2014 4.9% -1.1% 1.5% 1.4% 3.0%
2013 14.7% 11.5% -2.7% 4.0% 1.7%
2012 14.3% 9.8% -6.9% 6.7% 4.8%
2011 -12.1% -0.2% 0.1% -14.4% 2.8%
2010 17.0% 7.1% -8.4% 7.9% 10.5%
2009 28.3% -3.0% 9.4% 18.5% 2.0%
2008 -21.5% -6.7% -0.9% -10.7% -5.0%
2007 8.8% 2.8% 3.9% 1.6% 0.4%
2006 6.0% 7.4% -7.8% 1.7% 5.3%
2005 18.4% 3.2% 2.4% 6.9% 4.9%
2004 0.3% 0.6% 7.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Man GLG Japan CoreAlpha Professional Acc C GBP 9.09%
Robeco Capital Growth Fund 8.56%
Artemis US Extended Alpha I GBP Acc H 7.95%
Artemis Income I Acc 7.95%
AB SICAV I-American Growth Portfolio S1 USD 7.36%
RWC Global Emerging Markets B GBP 6.99%
Architas Multi Manager Global Fund Unit Trust AXA Selc Fidelity Eurp Equity R Cap 6.76%
Majedie UK Equity X Acc 6.06%
Baillie Gifford Japanese B Acc 5.89%
Hermes Asia ex-Japan Equity F GBP Acc 5.23%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/03/2004
  • Share Class size25Mn
  • Base currencyGBP
  • ISIN GB0034251834

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.50%

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