Architas Multi Asset Passive Intermediate Fund Class Z Acc

Name
Architas Multi Asset Passive Intermediate Fund Class Z Acc
Manager
Architas Multi-Manager Limited
Type
Open Ended Investment Company
ISIN
GB00B8FQVG18
Sector
Volatility Managed
Launched
23/10/2012
OCF
0.17 %
Risk Rating
4
3 Year Sharpe
1.09
Yield
2.1 %
Benchmark
Not Benchmarked
The investment 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 a median volatility level through exposure to a diversified range of asset classes. 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. The Fund may also invest in transferable securities, money market instruments, warrants, deposits, derivative instruments and, or indirectly through, collective investment schemes. Use may be made of stock-lending, borrowing, cash holdings and hedging.
Holding %
iShares Corporate Bond Index (UK) L Acc 11.95 %
Vanguard UK Inv Grd Bd Idx GBP Acc 11.88 %
Vanguard FTSE U.K. All Shr Idx UT Acc 10.89 %
iShares UK Equity Index (UK) L Acc 10.36 %
iShares US Equity Index (UK) L Acc 7.12 %
Vanguard US Equity Index Acc 6.75 %
Vanguard FTSE Dev Eurp exUK UCITS ETF 5.75 %
Vanguard UK Govt Bd Idx GBP Acc 5.72 %
iShares UK Gilts All Stks Idx (UK) L Acc 5.30 %
iShares Overseas Govt Bd Idx (UK) L Acc 5.10 %
Region %
United Kingdom 35.04 %
United States 27.13 %
Japan 14.69 %
Eurozone 7.98 %
Sector %
Financial Services 17.86 %
Consumer Cyclical 12.09 %
Industrials 11.52 %
Technology 11.00 %
Consumer Defensive 10.73 %
Healthcare 10.46 %
Energy 8.14 %
Basic materials 6.96 %
Name
Architas Multi-Manager Limited
Address
EC2N 1AD, London, United Kingdom
UCITS
No
Legal Structure
Open Ended Investment Company

Managers

Stephen Allen
Joined 11/05/2008

Previously working as an analyst at AXA Winterthur, Stephen joined Architas when it was established in June 2008. Stephen oversees the Architas Multi-Asset Passive Range of funds including fund selection and the implementation of cash flows for these products and the various passive offerings available to our European clients. He is also responsible for recommending and reviewing passive investments for all Architas products. Additionally Stephen covers fund research across a variety of other sectors including leading the research for the three IMA managed sectors. Stephen’s investment experience has been gained from a variety of areas including a total of 15 years working for US investment bank, Morgan Stanley, where he was as an executive director on the programme trading desk, in charge of trade implementation. At Winterthur Life Stephen managed the Investment Technical Support Team, assisting Winterthur’s sales team and financial advisers on their collective investment offerings. He is an FCA approved person and has passed the IMC and other exams from the Securities Institute, including financial derivatives and commodities.

Data provided by Morningstar.

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