Architas Diversified Real Assets A

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 116.90 Day Change GBX -0.10 (-0.09%)
Price Date 24 Apr 2017 Crown Rating
Shares Class Inc. Yield 2.62 %
Total Expense Ratio 0.00 Fund Size 176,499,400.00
Launch Date 05/08/2014 Standard Initial Charge (%) 4.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.55 Sector IMA UK Equity Income
Min Investment (£) 1,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BMP2ZL03 Min TopUp (£) 500.00

Fund Objective

To achieve long term growth from a combination of income and capital growth. The Fund will seek to achieve its investment objective primarily through exposure to a range of asset classes such as infrastructure, commodities, inflation linked assets and specialist property, mainly through the purchase of collective investment schemes, exchange traded funds and/or investment trusts. The Fund may also invest in other transferable securities, money market instruments, warrants, deposits, derivative instruments, limited partnerships and (or indirectly through) collective investment schemes. Use may be made of stock-lending, borrowing, cash holdings and hedging. The Fund may use derivatives for investment purposes as well as for Efficient Portfolio Management. The Fund will generally invest in a diverse range of assets that, individually and collectively, tend, in normal market conditions, to exhibit lower levels of correlation to equity and bond markets. When investing in other funds, these underlying funds are selected principally on the basis of the ACD’s assessment of their consistency of investment returns, the risks related to the investment strategy, the strength of the investment process and the stability of the fund’s management team.

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.