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Architas MM UK Equity R Acc

Ranked 96 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Jen Causton

Jen Causton joined Architas in 2009 to set up the company’s investment writing function before moving to the Investment Team in 2012, where she now leads research on UK equities and property in addition to managing the Architas MM UK Equity fund. Prior to Architas, she worked at Schroders as an investment writer covering multi-asset funds and the investment group’s more esoteric products. She has an MSc in financial markets and derivatives and is IMC qualified. She has over 14 years of investment experience.

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

To generate medium to long-term capital growth by investing mainly in the shares of companies listed in the UK stock market. The Fund may also invest 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

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 96/255 Total Return
  • Rank 105/255 Standard Deviation
  • Rank 70/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.8%
2018 -10.4% -6.7% 9.2% -1.2% -10.9%
2017 11.6% 5.2% 2.1% -0.7% 4.8%
2016 7.5% -2.7% -2.1% 11.2% 1.5%
2015 5.5% 6.3% -0.9% -5.7% 6.3%
2014 0.1% 0.8% -0.5% -0.9% 0.8%
2013 22.9% 9.2% -0.8% 8.1% 4.8%
2012 15.2% 7.8% -5.8% 8.7% 4.3%
2011 -7.2% 0.1% 0.1% -12.3% 5.7%
2010 17.0% 8.0% -12.7% 14.6% 8.3%
2009 27.6% -11.3% 15.1% 21.5% 2.9%
2008 -37.3% -11.2% -6.8% -14.3% -11.7%
2007 0.2% 2.1% 3.0% -2.6% -2.2%
2006 16.6% 7.4% -4.1% 5.0% 7.8%
2005 18.9% 2.6% 3.6% 6.4% 5.2%
2004 9.9% 1.7% 2.0% 0.1% 5.9%
2003 20.1% -5.2% 13.4% 4.0% 7.4%
2002 -25.5% 0.8% -12.4% -15.1% -0.6%
2001 -15.0% -8.5% 0.3% -14.4% 8.3%
2000 -6.3% -3.9% -1.6% 0.6% -1.5%
1999 19.4% 7.8% 1.6% -5.0% 14.9%
1998 14.6% 15.3% -0.4% -13.1% 14.8%
1997 24.3% 5.5% 5.5% 12.3% -0.6%
1996 14.6% 2.2% 0.8% 6.9% 4.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
iShares 100 UK Equity Index (UK) L Acc 16.78%
LF Lindsell Train UK Equity Acc 15.32%
BCIF UK Equity Tracker L Acc 14.68%
Majedie UK Equity X Acc 12.97%
TB Evenlode Income C Acc 12.53%
No name available 11.48%
Ardevora UK Equity C 7.96%
iShares UK Index Inst Acc 4.37%
iShares MSCI UK Small Cap UCITS ETF 3.68%
GBP Cash 0.23%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/10/1995
  • Share Class size118Mn
  • Base currencyGBP
  • ISIN GB0031041816

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

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

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