Quick Stats

Bid Price - Offer Price -
Mid Price GBX 142.60 Day Change GBX +0.80 (0.56%)
Price Date 19 Feb 2018 Crown Rating 3
Shares Class Inc. Yield 0.92 %
Total Expense Ratio 1.30 Fund Size 147,598,300.00
Launch Date 08/03/2011 Standard Initial Charge (%) 4.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.00 Sector Volatility Managed
Min Investment (£) 500.00 Total Expense Ratio (%) 1.30
ISIN GB00B48XQL14 Min TopUp (£) 500.00

Fund Objective

The investment objective of the Fund is to seek to achieve a return for investors over the medium to long term based on a combination of capital growth and income and with a low volatility level through exposure to a diversified range of asset classes.

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.
Alex Burn
Alex leads research on Asian, Japanese, global and sector fund equities as well as co-managing the Global Equity Income and Passive portfolios. Alex joined Architas in 2013 from the AXA UK graduate scheme. He has a BA (Hons) in Corporate Management and is a CFA Charterholder and IMC qualified.