Fact sheet: Architas Birthstar TD 2036 40

Fund information

Fund name
Architas Birthstar TD 2036 40 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 2036-40).
Benchmark
-
Investment style
Target Maturity,Flexible
Investment method
None

Performance snapshot

Quick stats

1 Year return

28.38 %

1 Year rank in sector

31/241

Sector

UT Flexible Investment

Yield

1.4085

Fund size

£ 1.1 m

FE Risk score

85

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • International
    59.4%
  • UK
    28.7%
  • Global Emerging Markets
    8.4%
  • Not Specified
    3.5%
  • Global Developed Equities
    41.2%
  • UK Equities
    21.6%
  • Global Emerging Market Equities
    8.4%
  • International Property
    8.1%
  • UK Gilts
    7.1%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.38 %8.55 %28.38 %0 %0 %
Sector1.83 %7.98 %19.57 %26.6 %57.86 %
Rank within sector170 / 258107 / 24531 / 241 / /
Quartile th3 rd2 nd1 st th th

Calendar performance

YTD-20172016201520142013
Fund4.84 %25.62 %0.86 %0 %0 %
Sector5.26 %12.84 %2.01 %4.85 %14.08 %
Rank within sector150 / 2453 / 232146 / 210 / /
Quartile th3 rd1 st3 rd th th

Price movement

52 week high132.8
52 week low103.2
Current bid price0
Current offer price0
Current mid price132.1

Holdings by region

  • 59.4% International
  • 28.7% UK
  • 8.4% Global Emerging Markets
  • 3.5% Not Specified

Holdings by sector

-

Holdings by asset type

  • 41.2% Global Developed Equities
  • 21.6% UK Equities
  • 8.4% Global Emerging Market Equities
  • 8.1% International Property
  • 7.1% UK Gilts
  • 5.8% Global Small Cap Equities
  • 4.3% Global Fixed Interest
  • 2% Commodity & Energy
  • 1.5% Global Corporate Fixed Interest

Individual holdings

  • 24.86% BLACKROCK NORTH AMERICAN EQUITY TRACKER L
  • 21.38% BLACKROCK UK EQUITY TRACKER L ACC
  • 9.24% BLACKROCK CONTINENTAL EUROPEAN EQUITY TRACKER L
  • 8.41% BLACKROCK EMERGING MARKETS EQUITY TRACKER L
  • 8.02% BLACKROCK GLOBAL PROPERTY SECURITIES EQUITY TRACKER L ACC
  • 5.44% VANGUARD GLOBAL SMALL-CAP INDEX ACC GBP
  • 4.56% BLACKROCK OVERSEAS CORPORATE BOND TRACKER L ACC
  • 4.48% BLACKROCK JAPAN EQUITY TRACKER L
  • 3.41% VANGUARD UK INFLATION LINKED GILT INDEX A GROSS ACC GBP
  • 2.57% BLACKROCK INDEX LINKED GILT TRACKER L