Architas MA Active Intermediate Inc

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 114.30 Day Change GBX +0.80 (0.70%)
Price Date 8 Dec 2016 Crown Rating 4
Shares Class Inc. Yield 1.89 %
Total Expense Ratio 0.00 Fund Size 342,107,300.00
Launch Date 12/11/2001 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 1,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BYQD3344 Min TopUp (£) 500.00

Fund Objective

To achieve an above average level of income and the maintenance of capital over the medium to long term. To achieve the investment objective through investment in equity and fixed income securities managed by a variety of external investment mandates and through collective investment schemes. Where the size of the Fund means that, in the ACD's view, it is ecoNomically appropriate to invest in collective investment schemes, all or a large proportion of the Fund will be invested in collective investment schemes. As the Fund grows the ACD will adopt a strategy of the combination of external mandates and collective investment schemes to meet the Fund's objective. The Fund may also invest in other transferable securities, money market instruments, warrants, derivatives and deposits directly and/or indirectly through collective investment schemes. Use may be made of stock-lending, borrowing, cash holdings, hedging and other investment techniques permitted in the COLL Sourcebook. Any investment using derivatives adheres to the guidance laid down regarding efficient portfolio management in order to reduce risk; to reduce cost; or to generate additional capital or income in a manner consistent with the Fund's risk profile.

Fund Managers

Nathan Sweeney
Nathan manages the risk-profiled Architas Multi-Asset Active range, the Architas Multi-Manager UK Equity, Architas Multi-Manager Strategic Bond, Architas Multi-Manager Monthly High Income and the Verbatim Portfolio 5 Growth funds. Nathan's analyst responsibilities include research into UK Fixed Income funds. Nathan joined Architas in 2010 from Thornhill, where he worked as a Private Client Fund Manager and was responsible for managing private client portfolios and fund selection. He began his 16-year investment career at AIB Investment managers, where he was responsible for fund selection and launching and managing the AIB Multi-Manager Fund range. Nathan has a BSc in Science, a Diploma in Financial Services and is IMC qualified.