Quick Stats

Bid Price - Offer Price -
Mid Price GBX 159.90 Day Change GBX -0.20 (-0.12%)
Price Date 20 Oct 2017 Crown Rating 4
Shares Class Inc. Yield 1.02 %
Total Expense Ratio 1.30 Fund Size 59,995,400.00
Launch Date 08/03/2011 Standard Initial Charge (%) 4.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 500.00 Total Expense Ratio (%) 1.30
ISIN GB00B3TQLW84 Min TopUp (£) 500.00

Fund Objective

The 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 moderately high volatility level through exposure to a diversified range of asset classes.

Fund Managers

Steve Allen
Steve manages the risk-profiled Architas Multi-Asset Passive range of funds and is responsible for research of the wider passive fund market and for oversight of the various passive offerings available to AXA’s UK and European clients.  In addition, he researches a variety of other areas including the IMA managed fund sectors and the European flexible fund universe. Steve joined Architas in 2008 from Winterthur Life where he managed the Investment Technical Support Team. His 27 years of investment experience has been gained from a variety of areas including 15 years working for Morgan Stanley, where he was an Executive Director in their Institutional Equities division. Steve holds the Chartered Institute of Securities’s Commodity and Derivatives and Securities & Financial Derivatives Representative exams and also the IMC.
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.