Quick Stats

Bid Price - Offer Price -
Mid Price GBX 112.20 Day Change GBX -0.10 (-0.09%)
Price Date 25 Jul 2017 Crown Rating
Shares Class Inc. Yield 5.70 %
Total Expense Ratio 0.00 Fund Size 7,395,900.00
Launch Date 03/03/2015 Standard Initial Charge (%) 4.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.40 Sector IMA UK Equity Income
Min Investment (£) 1,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BT9QBY23 Min TopUp (£) 500.00

Fund Objective

The Fund's investment objective is to provide income together with capital growth over the medium to long term.

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.
Solomon Nevins
Solomon joined Architas in June 2008 and leads the team’s research on alternative assets. In addition to his research responsibilities, he also manages our multi-asset income portfolios and real assets portfolio. Solomon  has a degree in Economics and History from Bristol University, is a CFA Charter holder and IMC qualified.