Architas Diversified Real Assets D

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 104.30 Day Change GBX 0.00 (0.00%)
Price Date 6 Dec 2016 Crown Rating
Shares Class Inc. Yield 3.07 %
Total Expense Ratio 0.00 Fund Size 114,620,000.00
Launch Date 05/08/2014 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.65 Sector IMA UK Equity Income
Min Investment (£) 500.00 Total Expense Ratio (%) 0.00
ISIN GB00BRKD9X30 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.

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.