Fact sheet: Architas Birthstar TD 2031 35

Fund information

Fund name
Architas Birthstar TD 2031 35 R Acc
Fund company manager
Architas Multi-Manager Ltd
Fund type
OEIC
Fund manager(s)
Karen Watkin
since 11/11/2014
David Hutchins
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 2031-35).
Benchmark
-
Investment style
Flexible,Target Maturity
Investment method
None

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

7.62 %

1 Year rank in sector

164/240

Sector

UT Flexible Investment

Yield

1.293

Fund size

K

FE Risk score

79

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • International
    65.3%
  • UK
    29.8%
  • Not Specified
    4.9%
  • Global Developed Equities
    34.4%
  • UK Equities
    17.4%
  • UK Gilts
    12.4%
  • Global Fixed Interest
    10.5%
  • International Property
    8.5%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund3.87 %4.28 %7.62 %0 %0 %
Sector2.74 %5.33 %9.6 %33.74 %51.21 %
Rank within sector57 / 269163 / 254164 / 240 / /
Quartile th1 st3 rd3 rd th th

Calendar performance

YTD-20172016201520142013
Fund7.02 %24.43 %0.97 %0 %0 %
Sector8.73 %12.84 %2.01 %4.85 %14.08 %
Rank within sector160 / 24111 / 227147 / 214 / /
Quartile th3 rd1 st3 rd th th

Price movement

52 week high134.1
52 week low119.4
Current bid price0
Current offer price0
Current mid price134.1

Holdings by region

  • 65.3% International
  • 29.8% UK
  • 4.9% Not Specified

Holdings by sector

-

Holdings by asset type

  • 34.4% Global Developed Equities
  • 17.4% UK Equities
  • 12.4% UK Gilts
  • 10.5% Global Fixed Interest
  • 8.5% International Property
  • 7.1% Global Emerging Market Equities
  • 4.8% Global Small Cap Equities
  • 2.9% Global Corporate Fixed Interest
  • 2% Commodity & Energy

Individual holdings

  • 19.89% BLACKROCK NORTH AMERICAN EQUITY INDEX (UK) L ACC
  • 17.24% BLACKROCK UK EQUITY INDEX (UK) L ACC
  • 10.13% BLACKROCK OVERSEAS CORPORATE BOND INDEX (UK) L ACC
  • 7.98% BLACKROCK GLOBAL PROPERTY SECURITIES EQUITY INDEX (UK) L ACC
  • 7.28% BLACKROCK CONTINENTAL EUROPEAN EQUITY INDEX (UK) L ACC
  • 6.74% BLACKROCK EMERGING MARKETS EQUITY INDEX (UK) L ACC
  • 5.6% VANGUARD UK INFLATION LINKED GILT INDEX A GROSS ACC GBP
  • 4.57% VANGUARD GLOBAL SMALL-CAP INDEX ACC GBP
  • 4.44% BLACKROCK INDEX LINKED GILT INDEX (UK) L ACC
  • 3.6% BLACKROCK JAPAN EQUITY INDEX (UK) L ACC