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Architas MM Monthly High Income R Inc

Ranked 75 out of 107 in - Sterling Corporate Bond over 36 months
All calculations are in GBP unless stated

Managed by

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.

Solomon Nevins

Solomon Nevins, CFA, is a senior investment manager at Architas based in London. He joined the firm in 2008 and currently deals in global bonds and multi-assets using fund-of-funds and income strategies. Solomon graduated from the University of Bristol with a degree in Economics and History. He is a CFA Charterholder and is IMC qualified. Outside of investment management, he lists football, chess, music and the theatre among his interests.

Objective

The aim of the Fund is to generate a higher level of income in comparison to short-term UK interest rates. The Fund pursues its aim by investing in underlying funds, debt instruments which can easily be converted into cash, freely transferable rights to buy other investments at a future date, financial contracts that derive their values from those of other investment instruments or indices (derivatives) and deposits. The Fund may use investment techniques including borrowing cash and making investments intended to offset potential losses that may be incurred by other investments (hedging).

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Corporate Bond over : 31/03/2016 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.2%
2018 -4.8% -2.7% 0.3% 0.8% -3.2%
2017 5.6% 2.8% 1.2% -0.1% 1.6%
2016 8.7% 0.5% 2.1% 6.9% -0.9%
2015 0.4% 3.1% -1.7% -1.3% 0.4%
2014 6.1% 1.9% 1.7% 0.7% 1.7%
2013 4.0% 3.1% -2.7% 2.2% 1.4%
2012 10.3% 3.3% 1.5% 3.3% 1.8%
2011 2.8% 1.2% 1.0% -1.8% 2.4%
2010 7.7% 3.9% 1.0% 4.6% -1.9%
2009 21.0% -9.8% 16.9% 13.6% 1.0%
2008 -17.8% -3.6% -0.4% -6.2% -8.8%
2007 -1.5% 0.0% -2.9% 1.3% 0.1%
2006 -0.9% -1.1% -1.6% 2.7% -0.8%
2005 6.0% -0.5% 4.1% 0.8% 1.6%
2004 6.6% 1.2% -1.2% 3.4% 3.2%
2003 5.2% 1.6% 3.2% -0.3% 0.6%
2002 8.4% 0.5% 1.7% 4.2% 1.7%
2001 4.5% 2.1% -0.8% 2.9% 0.3%
2000 9.5% 2.4% -0.4% 2.1% 5.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Legal & General Sterling Corporate Bond Idx C Inc 10.26%
Vanguard UK Short Term Investment Grade Bond ACC 9.55%
MI TwentyFour - Monument Bond L Inc 9.53%
SPDR Bloomberg Barclays 1-5 Year Gilt UCITS ETF 8.45%
Schroder ISF Global Dividend Maximiser Fund 6.16%
PIMCO GIS Income Inst GBP Hgd Inc 6.02%
AXA Global High Income R Acc Gross 5.54%
Royal London Sterling Extra Yield Bond Z 3.93%
Vanguard US Investment Grade Credit GBP Hdg 3.24%
AXA Framlington Monthly Income R Inc 2.92%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date11/10/1999
  • Share Class size41Mn
  • Base currencyGBP
  • ISIN GB0031042228

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.30%
  • Initial investment1.30%

Related News

Architas appoints co-manager to £200m real assets fund

Architas has appointed Mayank Markanday as in investment manager.

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