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Architas MA Blended Moderate R Acc

Ranked 130 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

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.

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.

Objective

The Fund aims to provide a return on investment over the medium to long term with a moderately high range and frequency of price movements (volatility). The Fund pursues its aim by investing directly in shares, debt instruments which can easily be converted into cash (money market instruments), freely transferable 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) and deposits.

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 -3.9% -3.1% 3.7% 0.8% -5.1%
2017 4.6% 2.5% 0.1% -0.8% 2.8%
2016 14.3% 1.1% 3.7% 7.0% 1.9%
2015 0.7% 4.0% -3.6% -3.1% 3.7%
2014 6.7% 0.8% 1.5% 1.0% 3.3%
2013 7.9% 5.5% -2.1% 2.8% 1.6%
2012 10.2% 4.9% -2.1% 3.8% 3.3%
2011 -1.9% 0.3% 0.6% -6.8% 4.3%
2010 11.3% 6.1% -5.5% 7.1% 3.6%
2009 20.6% -8.8% 12.3% 15.1% 2.3%
2008 -22.8% -5.2% -2.4% -8.0% -9.3%
2007 1.2% 0.5% 0.1% 0.9% -0.4%
2006 6.1% 3.0% -3.4% 4.0% 2.5%
2005 12.5% 0.7% 3.8% 3.6% 4.0%
2004 6.9% 1.4% 0.0% 1.3% 4.1%
2003 2.4% 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 16.54%
BCIF UK Gilts All Stocks Tracker L Acc 12.69%
BCIF Overseas Government Bond Tracker L Acc 8.66%
Artemis US Extended Alpha I GBP Acc H 5.38%
MI TwentyFour - Monument Bond L Inc 4.43%
Vanguard UK Long Duration Gilt Idx GBP Gross A Inc 4.22%
iShares Edge S&P 500 Minimum Volatility UCITS ETF 3.28%
TB Evenlode Income C Acc 3.22%
RWC Global Emerging Markets B GBP 3.20%
Majedie UK Equity X Acc 3.06%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date07/04/2003
  • Share Class size130Mn
  • Base currencyGBP
  • ISIN GB0032817164

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.30%

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