Quick Stats

Bid Price - Offer Price -
Mid Price GBX 221.50 Day Change GBX +0.90 (0.41%)
Price Date 18 Oct 2017 Crown Rating 2
Shares Class Inc. Yield 2.24 %
Total Expense Ratio 1.79 Fund Size 229,535,500.00
Launch Date 02/10/1995 Standard Initial Charge (%) 4.50
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.30 Sector IMA UK Equity Income
Min Investment (£) 500.00 Total Expense Ratio (%) 1.79
ISIN GB0031042335 Min TopUp (£) 500.00

Fund Objective

The investment objective of the Fund is 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.

Fund Managers

Jaime Arguello
As Architas' Chief Investment Officer, Jaime is responsible for directing all aspects of the company's investment activity, including responsibility for the structure and control of the investment function. Jaime's role also includes the recommendation of appropriate investment strategies to other areas of the AXA business. Jaime joined Architas in October 2016 from Barclays where he was Managing Director and CIO for their multi-manager and alternatives business, a role he held for seven years. Prior to Barclays, Jaime spent 10 years at Pictet as Director of third party manager selection and Head of Fixed Income choosing managers across a range of asset classes. Jaime has over 30 years industry experience covering the full range of asset allocation, fund selection and portfolio management. Jaime holds an Engineering degree from Ecole Nationale des Ponts & Chaussees Paris.
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.