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Architas MA Passive Progressive R Acc

Ranked 12 out of 395 in - Balanced 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 objective of the Fund is to seek to achieve a return for investors over the medium to long term based on a combination of capital growth and income and with an above median volatility level through exposure to a diversified range of asset classes. The Fund seeks to meet its objective by gaining exposure to a global portfolio of property, cash and various classes of equities and bonds, the relative allocation to each of which (asset allocation) is determined by a model provided by eValue Investment Solutions (eValue). The actual financial instruments held by the Fund will, wherever practicably possible, be of a passive nature: that is to say, collective investment schemes or other financial instruments that seek to track the performance of investment indices.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/03/2018 - 31/03/2019
  • Rank 12/395 Total Return
  • Rank 343/395 Standard Deviation
  • Rank 296/395 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.2%
2018 -3.7% -5.4% 7.7% 2.2% -7.6%
2017 8.8% 3.2% 0.3% 0.0% 5.1%
2016 20.2% 1.5% 4.0% 8.8% 4.7%
2015 3.2% 6.1% -4.2% -5.0% 6.9%
2014 7.9% 0.0% 2.5% 2.0% 3.1%
2013 8.4% 8.4% -3.4% 3.3% 0.2%
2012 9.3% 5.7% -4.2% 4.4% 3.4%
2011 -5.9% 0.4% -0.7% -9.0% 3.8%
2010 10.8% 5.1% -5.7% 6.9% 4.6%
2009 17.9% -8.5% 7.4% 16.5% 3.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
BCIF UK Equity Tracker L Acc 14.22%
Vanguard FTSE UK AllShareIdx UnitTr A GBP Acc 13.83%
BCIF US Equity Tracker L Acc 9.16%
Vanguard US Equity Index GBP Acc 9.07%
Vanguard FTSE Dvlpd Europe ex-UK Eq Index GBP Acc 7.73%
BCIF Corporate Bond Tracker L Acc 7.02%
Vanguard UK Investment Grade Bond Index Acc GBP 6.63%
BCIF Japan Equity Tracker L Acc 5.43%
Vanguard Japan Stock Index Acc GBP 5.23%
BCIF Emerging Markets Equity Tracker L Acc 4.10%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date05/11/2008
  • Share Class size15Mn
  • Base currencyGBP
  • ISIN GB00B3CQK172

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment10

Charges

  • Annual management1.00%
  • Initial investment4.00%

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