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Architas MA Active Reserve R Net Acc

Ranked 41 out of 129 in - Conservative 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 aim of the Fund is to increase the value of investment and to pay an income based on investment. To achieve its aim the Fund invests mainly in other funds (underlying funds) including funds which are traded on stock exchanges (investment trusts and exchange traded funds). Underlying funds are selected principally on the basis of assessing their consistency of investment returns, the risks related to the investment strategy, the strength of the investment process and the stability of the underlying fund's management team.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 1.9%
2018 -1.1% -2.2% 1.6% 0.1% -0.5%
2017 1.6% 1.7% 0.3% -1.0% 0.6%
2016 6.9% 1.1% 2.2% 4.0% -0.6%
2015 2.7% 2.7% -1.7% 0.0% 1.7%
2014 6.9% 1.4% 1.5% 1.1% 2.7%
2013 4.4% 2.9% -1.0% 0.8% 1.7%
2012 6.2% 2.8% 0.0% 1.9% 1.4%
2011 1.6% 1.6% 1.1% -1.8% 0.9%
2010 7.6% 4.2% 0.2% 3.3% -0.1%
2009 11.3% -1.8% 2.2% 8.7% 2.0%
2008 -4.0% -0.4% -0.3% -1.8% -1.5%
2007 0.2% -0.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
SPDR Bloomberg Barclays 1-5 Year Gilt UCITS ETF 11.62%
BlackRock ICS Sterling Liq Core Acc 11.30%
HSBC Sterling Liquidity Class C Acc 11.14%
BCIF Corporate Bond Tracker L Acc 8.65%
BCIF UK Gilts All Stocks Tracker L Acc 8.23%
BCIF Overseas Government Bond Tracker L Acc 8.07%
Insight LIBOR Plus F 5.06%
iShares Physical Gold ETC 5.06%
GBP Cash 4.85%
MedicX Fund Limited 4.08%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date10/04/2007
  • Share Class size14Mn
  • Base currencyGBP
  • ISIN GB00B1QM0S43

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.00%
  • Initial investment1.00%

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