Architas Multi Asset Passive Intermediate Fund Class Z Acc
|Vanguard UK Inv Grd Bd Idx GBP Acc||11.50 %|
|iShares UK Equity Index (UK) L Acc||11.27 %|
|iShares Corporate Bond Index (UK) L Acc||10.90 %|
|Vanguard FTSE U.K. All Shr Idx UT Acc||10.44 %|
|Vanguard US Equity Index Acc||7.49 %|
|iShares US Equity Index (UK) L Acc||7.38 %|
|iShares UK Gilts All Stks Idx (UK) L Acc||6.44 %|
|Vanguard UK Govt Bd Idx GBP Acc||6.43 %|
|iShares Japan Equity Index (UK) L Acc||4.20 %|
|Vanguard Japan Stock Index GBP Acc||3.91 %|
|United Kingdom||34.41 %|
|United States||27.96 %|
|Financial Services||16.61 %|
|Consumer Defensive||11.70 %|
|Consumer Cyclical||9.50 %|
|Communication Services||8.20 %|
|Basic materials||6.15 %|
Sheldon manages the Architas Multi-Asset Blended Range and the AXA Wealth Elite funds. He oversees fund selection and manages the products’ asset allocation and investment strategies, working closely with CIO Caspar Rock and the investment team to ensure that each fund meets its objectives. He leads fund manager research across a number of sectors, including global equities and money market strategies. Before joining Architas in 2010, Sheldon was a fund of funds manager at Nedgroup Investments, part of Old Mutual Plc. As well as running a variety of long only multi-asset strategies, Sheldon has extensive experience in the hedge fund space and, prior to joining Nedgroup Investments, was Head of Derivative Trading at Old Mutual Asset Managers in South Africa. Sheldon has a BComm in Financial Accounting and Economics and holds the IMC. He has 19 years of investment experience.
Data provided by Morningstar.
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