Architas Multi Asset Passive Intermediate Fund Class Z Acc
| Holding | % |
|---|---|
| Vanguard UK Inv Grd Bd Idx GBP Acc | 12.07 % |
| iShares Corporate Bond Index (UK) L Acc | 11.99 % |
| iShares UK Equity Index (UK) L Acc | 10.43 % |
| Vanguard FTSE U.K. All Shr Idx UT Acc | 10.19 % |
| iShares Overseas Govt Bd Idx (UK) L Acc | 7.22 % |
| Vanguard US Equity Index Acc | 6.99 % |
| iShares US Equity Index (UK) L Acc | 6.87 % |
| Vanguard FTSE Dev Eurp exUK UCITS ETF | 5.65 % |
| Vanguard UK Govt Bd Idx GBP Acc | 5.03 % |
| iShares UK Gilts All Stks Idx (UK) L Acc | 4.46 % |
| Region | % |
|---|---|
| United Kingdom | 34.47 % |
| United States | 27.41 % |
| Japan | 14.69 % |
| Eurozone | 7.54 % |
| Sector | % |
|---|---|
| Financial Services | 18.53 % |
| Consumer Cyclical | 12.15 % |
| Industrials | 11.18 % |
| Technology | 11.08 % |
| Consumer Defensive | 10.67 % |
| Healthcare | 9.71 % |
| Energy | 8.16 % |
| Basic materials | 6.95 % |
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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