Architas MM Monthly High Income S G

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 122.60 Day Change GBX 0.00 (0.00%)
Price Date 27 Mar 2017 Crown Rating 3
Shares Class Inc. Yield 3.84 %
Total Expense Ratio 0.00 Fund Size 111,980,000.00
Launch Date 12/11/2001 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.40 Sector IMA UK Equity Income
Min Investment (£) 1,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BCZW5T89 Min TopUp (£) 500.00

Fund Objective

The investment objective of the Fund is to generate an attractive level of monthly income relative to prevailing interest rates. The Fund may invest in collective investment schemes, transferable securities, money market instruments, warrants, deposits and derivative instruments to deliver exposure primarily to fixed interest asset classes. Use may be made of stock-lending, borrowing and hedging. Although the debt and debt-related securities that this Fund may directly invest in will primarily be of investment grade quality (that is with a credit rating of at least BBB- as rated by Standard and Poors or Baa3 as rated by Moody’s), this Fund may also invest in non-investment grade securities. The Fund may use derivatives and forward transactions for investment purposes as well as for Efficient Portfolio Management.

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.