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
OIC
Fund manager
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

Quick stats

1 Year return

23.16 %

1 Year rank in sector

116/244

Sector

UT Flexible Investment

Yield

1.1432

Fund size

K

FE Risk score

69

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • International
    54.4%
  • UK
    38.9%
  • Not Specified
    6.7%
  • UK Gilts
    26.2%
  • Global Developed Equities
    24.4%
  • Global Fixed Interest
    13.4%
  • UK Equities
    12.7%
  • International Property
    7.9%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.95 %6.08 %23.16 %0 %0 %
Sector1.92 %7.28 %20.77 %26.8 %56.99 %
Rank within sector129 / 262167 / 247116 / 244 / /
Quartile th2 nd3 rd2 nd th th

Calendar performance

YTD-20172016201520142013
Fund4.56 %24.35 %0.6 %0 %0 %
Sector6.68 %12.84 %2.01 %4.85 %14.08 %
Rank within sector201 / 24712 / 234156 / 212 / /
Quartile th4 th1 st3 rd th th

Price movement

52 week high131.1
52 week low105.9
Current bid price0
Current offer price0
Current mid price130.8

Holdings by region

  • 54.4% International
  • 38.9% UK
  • 6.7% Not Specified

Holdings by sector

-

Holdings by asset type

  • 26.2% UK Gilts
  • 24.4% Global Developed Equities
  • 13.4% Global Fixed Interest
  • 12.7% UK Equities
  • 7.9% International Property
  • 5.2% Global Emerging Market Equities
  • 4.8% Global Corporate Fixed Interest
  • 3.5% Global Small Cap Equities
  • 1.9% Commodity & Energy

Individual holdings

  • 15% BLACKROCK NORTH AMERICAN EQUITY TRACKER L
  • 12.71% BLACKROCK UK EQUITY TRACKER L ACC
  • 12.23% BLACKROCK OVERSEAS CORPORATE BOND TRACKER L ACC
  • 9.73% VANGUARD UK INFLATION LINKED GILT INDEX A GROSS ACC GBP
  • 8.14% BLACKROCK INDEX LINKED GILT TRACKER L
  • 8.13% BLACKROCK GLOBAL PROPERTY SECURITIES EQUITY TRACKER L ACC
  • 5.64% VANGUARD UK LONG DURATION GILT INDEX A GROSS ACC GBP
  • 5.42% BLACKROCK CONTINENTAL EUROPEAN EQUITY TRACKER L
  • 5.09% BLACKROCK EMERGING MARKETS EQUITY TRACKER L
  • 4.71% BLACKROCK CORPORATE BOND TRACKER L