Architas Diversified Global Income
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 97.57||Day Change||GBX +0.14 (0.14%)|
|Price Date||23 Feb 2017||Crown Rating|
|Shares Class||Inc.||Yield||5.49 %|
|Total Expense Ratio||0.00||Fund Size||6,341,200.00|
|Launch Date||03/03/2015||Standard Initial Charge (%)||4.00|
|Annual Management Charge (%)||0.60||Sector||IMA UK Equity Income|
|Min Investment (£)||500.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00BT9QBV91||Min TopUp (£)||500.00|
The Fund's investment objective is to provide income together with capital growth over the medium to long term. The Fund will invest primarily in collective investment schemes, exchange traded funds, and/or investment trusts in order to gain exposure to a wide spread of global equity, fixed interest and alternative assets including an element of currency exposure. The Fund may also invest in other transferable securities, money market instruments, warrants, deposits, and derivative instruments. 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 set of equity, fixed income and alternative investment funds to maximize income, while maintaining prospects for capital appreciation. The fund will employ a global allocation approach to ensure it invests in the most attractive regional income opportunities. When investing in other funds, these underlying funds are selected principally on the basis of the ACD’s assessment of the consistency of their income and overall returns, the risks related to their investment strategies, the strength of their investment processes and the stability of their portfolio management teams.
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.