Quick Stats

Bid Price - Offer Price -
Mid Price GBX 103.60 Day Change GBX +0.10 (0.10%)
Price Date 17 Aug 2018 Crown Rating 5
Shares Class Inc. Yield 1.57 %
Total Expense Ratio 0.00 Fund Size 444,949,500.00
Launch Date 05/11/2008 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.26 Sector Volatility Managed
Min Investment (£) 1,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BF0N5X15 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 below median volatility level through exposure to a diversified range of asset classes.

Fund Managers

Sheldon MacDonald
Sheldon co-manages Architas Multi-Asset Blended, Architas Multi-Asset Passive and Elite Fund ranges, as well as the Architas Global Equity Income fund. He oversees fund selection and manages the products’ asset allocation and investment strategies. He also leads fund manager research on global equity, UK 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 Investment Management Certificate (IMC) and is a CFA charterholder. He has 23 years of investment experience.
Alex Burn
Alex leads research on Asian and Japanese equity funds as well as due diligence on passive strategies and co-manages 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 IMC qualified. He has also been a CFA Charter holder since May 2017.