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Architas MA Passive Dynamic R Acc

Ranked 47 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Alex Burn

Alex Burn leads research on Asian and Japanese equity funds at Architas, as well as co-managing the Global Equity Income and Passive portfolios. Burn joined Architas in 2013 from the AXA UK graduate scheme. He has a BA in corporate management and is IMC qualified. He has also been a CFA charterholder since May 2017.

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.

Objective

The Fund aims to provide a return on your investment by gaining exposure to a global portfolio of property, cash and various types of investment in companies and governments. It gains exposure by investing, wherever practicably possible, in 'passive' funds, which are investment funds that aim to track the performance of various financial indices.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.3%
2018 -6.8% -5.3% 5.4% 2.2% -8.6%
2017 14.0% 6.2% -0.1% 0.9% 6.5%
2016 26.3% 3.7% 4.6% 12.0% 4.0%
2015 -2.0% 6.8% -4.9% -9.9% 7.1%
2014 5.0% -1.1% 3.1% 1.4% 1.5%
2013 5.7% 8.1% -5.5% 4.0% -0.5%
2012 10.3% 7.7% -7.3% 5.1% 5.1%
2011 -2.0% -13.8% 3.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
BCIF UK Equity Tracker L Acc 14.83%
Vanguard FTSE UK AllShareIdx UnitTr A GBP Acc 14.32%
BCIF US Equity Tracker L Acc 12.49%
Vanguard US Equity Index GBP Acc 12.00%
Vanguard FTSE Developed Europe ex UK UCITS ETF EUR 9.67%
BCIF Emerging Markets Equity Tracker L Acc 8.36%
Vanguard Emerging Markets Stock Index Acc 7.93%
Vanguard Japan Stock Index Acc GBP 7.64%
BCIF Japan Equity Tracker L Acc 7.39%
Vanguard Pacific Ex-Japan Stock Index GBP Acc 4.84%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/03/2011
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB00B3TCY722

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).