Architas MM UK Equity R Acc

Ranked 109 out of 234 in - UK (All Companies) over 36 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

The investment objective of the Fund is to achieve medium to long-term capital growth. The Fund pursues its objective primarily by investing in other funds. Underlying funds are selected principally on the basis of our assessment of their consistency of investment returns, the risks related to the investment strategy, the strength of the investment process and the stability of the fund's management team. The underlying funds may invest in a range of investments, although mainly in shares of companies listed on the UK stock market.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/05/2016 - 31/05/2019
  • Rank 109/234 Total Return
  • Rank 95/234 Standard Deviation
  • Rank 61/234 Max Drawdown
Fund Name Currency Return
107 Franklin UK Rising Dividends A Inc GBP

22.5%

108 Phoenix UK A GBP

22.4%

109 Architas MM UK Equity R Acc GBP

22.2%

110 Schroder Recovery A Inc GBP

22.2%

111 The Holly Inc GBP

22.1%

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

30/04/2019

Top 10 Holdings

Stock Size
LF Lindsell Train UK Equity Acc 15.49%
BCIF UK Equity Tracker L Acc 14.90%
iShares 100 UK Equity Index (UK) L Acc 14.51%
TB Evenlode Income C Acc 14.31%
No name available 10.11%
Ardevora UK Equity C 8.17%
Majedie UK Equity X Acc 8.16%
iShares MSCI UK Small Cap UCITS ETF 5.03%
Artemis Income I Acc 4.77%
iShares UK Index Inst Acc 4.41%
30/04/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/10/1995
  • Share Class size119Mn
  • 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).