Architas MA Blended Moderate R Inc

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 120.10 Day Change GBX -1.00 (-0.83%)
Price Date 2 Dec 2016 Crown Rating 5
Shares Class Inc. Yield 0.98 %
Total Expense Ratio 0.00 Fund Size 439,082,600.00
Launch Date 07/04/2003 Standard Initial Charge (%) 4.50
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.30 Sector IMA UK Equity Income
Min Investment (£) 500.00 Total Expense Ratio (%) 0.00
ISIN GB00BBHXCM47 Min TopUp (£) 0.00

Fund Objective

The investment objective of the Fund is to achieve a return for investors over the medium to long term based on a combination of capital growth and income and with a below median volatility level. The Fund invest primarily in collective investment schemes, to deliver exposure to a range of asset classes. The Fund may also invest in transferable securities, money market instruments, warrants, deposits and derivative instruments. Use may be made of stock-lending, borrowing and hedging. The Fund may use derivatives and forward transactions for investment purposes as well as for Efficient Portfolio Management.

Fund Managers

Sheldon MacDonald
Sheldon manages the Architas Multi-Asset Blended Fund range. He oversees fund selection and manages the products' asset allocation and investment strategies. He also leads fund manager research across a number of sectors, including multi-asset 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 22 years of investment experience.