Architas Multi Asset Passive Intermediate Fund Class Z Acc
|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 %|
|United Kingdom||35.04 %|
|United States||27.13 %|
|Financial Services||17.86 %|
|Consumer Cyclical||12.09 %|
|Consumer Defensive||10.73 %|
|Basic materials||6.96 %|
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.
The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.
This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.
You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.