Quick Stats

Bid Price - Offer Price -
Mid Price GBX 123.80 Day Change GBX +0.10 (0.08%)
Price Date 20 Apr 2018 Crown Rating 2
Shares Class Inc. Yield 1.74 %
Total Expense Ratio 0.00 Fund Size 504,194,100.00
Launch Date 11/11/2001 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.40 Sector Volatility Managed
Min Investment (£) 1,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BCZW5L04 Min TopUp (£) 500.00

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 median volatility level.

Fund Managers

Sheldon MacDonald
Sheldon co-manages Architas Multi-Asset Blended, Architas Multi-Asset Passive and Elite Fund ranges, as well as the Architas Global Equity Income fund. He oversees fund selection and manages the products’ asset allocation and investment strategies. He also leads fund manager research on global equity, UK 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 Investment Management Certificate (IMC) and is a CFA charterholder. He has 23 years of investment experience.
Mayank Markanday
Mayank is a co-manager on a number of portfolios including the Architas Diversified Real Assets Fund, Architas Monthly High Income Find, Architas Strategic Bond Fund and Architas Diversified Global Income Fund and acts as deputy portfolio manager on the Multi-Asset Blended range. He is also the sector lead on UK fixed income, Fixed income alternatives such as securitised credit, as well as macro/multi asset. He most recently spent 10 years at Russell Investments, responsible for the Russell Real Assets Fund, as well as being deputy on the Russell Multi-Asset Growth Fund and had research coverage for global equities. Mayank has a BCom (Hons.) in Finance and Actuarial Studies from the UNSW Business School, Sydney. He is a CFA Charterholder.