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
OIC
Fund manager
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

Quick stats

1 Year return

25.86 %

1 Year rank in sector

79/244

Sector

UT Flexible Investment

Yield

1.3179

Fund size

K

FE Risk score

75

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • International
    63.7%
  • UK
    31.4%
  • Not Specified
    4.9%
  • Global Developed Equities
    33.3%
  • UK Equities
    17.2%
  • UK Gilts
    14.2%
  • Global Fixed Interest
    11%
  • International Property
    7.9%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.25 %6.46 %25.26 %0 %0 %
Sector1.92 %7.28 %20.77 %26.8 %56.99 %
Rank within sector100 / 262158 / 24779 / 244 / /
Quartile th2 nd3 rd2 nd th th

Calendar performance

YTD-20172016201520142013
Fund5.27 %24.43 %0.97 %0 %0 %
Sector6.68 %12.84 %2.01 %4.85 %14.08 %
Rank within sector179 / 24711 / 234144 / 212 / /
Quartile th3 rd1 st3 rd th th

Price movement

52 week high132.5
52 week low105.1
Current bid price0
Current offer price0
Current mid price131.9

Holdings by region

  • 63.7% International
  • 31.4% UK
  • 4.9% Not Specified

Holdings by sector

-

Holdings by asset type

  • 33.3% Global Developed Equities
  • 17.2% UK Equities
  • 14.2% UK Gilts
  • 11% Global Fixed Interest
  • 7.9% International Property
  • 7% Global Emerging Market Equities
  • 4.5% Global Small Cap Equities
  • 3.1% Global Corporate Fixed Interest
  • 1.8% Commodity & Energy

Individual holdings

  • 20.04% BLACKROCK NORTH AMERICAN EQUITY TRACKER L
  • 16.97% BLACKROCK UK EQUITY TRACKER L ACC
  • 9.99% BLACKROCK OVERSEAS CORPORATE BOND TRACKER L ACC
  • 8.13% BLACKROCK GLOBAL PROPERTY SECURITIES EQUITY TRACKER L ACC
  • 7.34% BLACKROCK CONTINENTAL EUROPEAN EQUITY TRACKER L
  • 6.76% BLACKROCK EMERGING MARKETS EQUITY TRACKER L
  • 5.55% VANGUARD UK INFLATION LINKED GILT INDEX A GROSS ACC GBP
  • 4.54% VANGUARD GLOBAL SMALL-CAP INDEX ACC GBP
  • 4.38% BLACKROCK INDEX LINKED GILT TRACKER L
  • 3.63% BLACKROCK JAPAN EQUITY TRACKER L