Fact sheet: Architas Birthstar TD 2026 30

Fund information

Fund name
Architas Birthstar TD 2026 30 R Acc
Fund company manager
Architas Multi-Manager Ltd
Fund type
OEIC
Fund manager(s)
David Hutchins
since 11/11/2014
Karen Watkin
since 11/11/2014
Fund objective
The Fund seeks to achieve capital growth and, gradually over time, to reduce the risk of capital erosion for investors planning to withdraw all or substantial portions of their investment in the Fund during or after the Target Date Range (which is 2026-30).
Benchmark
-
Investment style
Target Maturity,Flexible
Investment method
None

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

5.11 %

1 Year rank in sector

208/240

Sector

UT Flexible Investment

Yield

1.126

Fund size

K

FE Risk score

74

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • International
    56.3%
  • UK
    36.9%
  • Not Specified
    6.8%
  • Global Developed Equities
    25.5%
  • UK Gilts
    23.8%
  • Global Fixed Interest
    13.1%
  • UK Equities
    13.1%
  • International Property
    8.6%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund2.97 %3.38 %5.11 %0 %0 %
Sector2.54 %5.87 %9.59 %33.72 %50.92 %
Rank within sector106 / 269204 / 254208 / 240 / /
Quartile th2 nd4 th4 th th th

Calendar performance

YTD-20172016201520142013
Fund5.2 %24.35 %0.6 %0 %0 %
Sector8.72 %12.84 %2.01 %4.85 %14.08 %
Rank within sector202 / 24112 / 227159 / 214 / /
Quartile th4 th1 st3 rd th th

Price movement

52 week high132
52 week low119.4
Current bid price0
Current offer price0
Current mid price131.6

Holdings by region

  • 56.3% International
  • 36.9% UK
  • 6.8% Not Specified

Holdings by sector

-

Holdings by asset type

  • 25.5% Global Developed Equities
  • 23.8% UK Gilts
  • 13.1% Global Fixed Interest
  • 13.1% UK Equities
  • 8.6% International Property
  • 5.4% Global Emerging Market Equities
  • 4.7% Global Corporate Fixed Interest
  • 3.7% Global Small Cap Equities
  • 2.1% Commodity & Energy

Individual holdings

  • 15.21% BLACKROCK NORTH AMERICAN EQUITY INDEX (UK) L ACC
  • 12.8% BLACKROCK UK EQUITY INDEX (UK) L ACC
  • 12.23% BLACKROCK OVERSEAS CORPORATE BOND INDEX (UK) L ACC
  • 9.38% VANGUARD UK INFLATION LINKED GILT INDEX A GROSS ACC GBP
  • 8.11% BLACKROCK GLOBAL PROPERTY SECURITIES EQUITY INDEX (UK) L ACC
  • 7.88% BLACKROCK INDEX LINKED GILT INDEX (UK) L ACC
  • 5.59% BLACKROCK CONTINENTAL EUROPEAN EQUITY INDEX (UK) L ACC
  • 5.45% VANGUARD UK LONG DURATION GILT INDEX A GROSS ACC GBP
  • 5.33% BLACKROCK EMERGING MARKETS EQUITY INDEX (UK) L ACC
  • 4.73% BLACKROCK CORPORATE BOND INDEX (UK) L ACC