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
0.15 %
Risk Rating
3
3 Year Sharpe
0.47
3 Year Alpha
-0.91
Yield
2.8 %
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 %
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 %
Region %
United Kingdom 34.41 %
United States 27.96 %
Japan 14.67 %
Eurozone 7.61 %
Sector %
Financial Services 16.61 %
Healthcare 12.91 %
Consumer Defensive 11.70 %
Industrials 11.17 %
Technology 9.98 %
Consumer Cyclical 9.50 %
Communication Services 8.20 %
Basic materials 6.15 %
Energy 5.85 %
Name
Architas Multi-Manager Limited
Address
EC2N 1AD, London, United Kingdom
UCITS
No
Legal Structure
Open Ended Investment Company

Managers

Sheldon MacDonald
Joined 09/01/2017

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.

Alex Burn
Joined 02/01/2017

Data provided by Morningstar.

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