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Architas MA Active Intermediate Income R Net Inc

Ranked 168 out of 395 in - Balanced 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 achieve an above average level of income and maintenance of capital over the medium to long term. It aims to achieve this objective through investment in equity and fixed income securities managed by a variety of external investment mandates and through collective investment schemes. Where the size of the Fund means that, in the Authorized Corporate Director’s (ACD’s) view, it is economically appropriate to invest in collective investment schemes, all or a large proportion of the Fund will be invested in collective investment schemes. As the Fund grows the ACD will adopt a strategy of the combination of external mandates and collective investment schemes to meet the Fund’s objective.

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 4.8%
2018 -5.2% -3.9% 3.8% 1.4% -6.2%
2017 4.8% 3.0% 0.4% -1.1% 2.4%
2016 13.4% 0.5% 3.0% 7.1% 2.2%
2015 2.1% 4.7% -3.4% -3.4% 4.4%
2014 7.1% 0.5% 1.8% 1.2% 3.4%
2013 11.6% 8.6% -1.1% 1.8% 2.0%
2012 11.1% 5.0% -1.2% 4.5% 2.5%
2011 -2.6% 1.6% 0.3% -6.3% 2.0%
2010 11.2% 5.0% -5.0% 8.0% 3.2%
2009 18.8% -8.2% 9.2% 15.2% 2.8%
2008 -15.2% -6.5% -2.1% -5.3% -2.1%
2007 1.1% 1.4% 0.3% -1.0% 0.3%
2006 10.5% 5.6% -3.3% 4.1% 3.9%
2005 16.1% 1.9% 3.8% 5.7% 3.8%
2004 11.6% 1.7% 0.7% 2.8% 6.0%
2003 15.7% -4.5% 10.3% 3.4% 6.3%
2002 -13.9% 3.1% -7.5% -13.0% 3.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
BCIF Corporate Bond Tracker L Acc 19.05%
BCIF Overseas Government Bond Tracker L Acc 9.03%
Artemis Income I Acc 5.23%
BCIF UK Gilts All Stocks Tracker L Acc 5.13%
PIMCO GIS Global Bond Inst GBP Hgd Acc 4.37%
Insight LIBOR Plus F 4.11%
Man GLG Japan CoreAlpha Professional Acc C GBP 4.09%
Majedie UK Equity X Acc 4.04%
RWC Global Emerging Markets B GBP 3.58%
AB SICAV I-American Growth Portfolio S1 USD 3.52%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date12/11/2001
  • Share Class size02Mn
  • Base currencyGBP
  • ISIN GB0030911084

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment1.50%

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