Fact sheet: Architas Birthstar TD 2046 50

Fund information

Fund name
Architas Birthstar TD 2046 50 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 2046-50).
Benchmark
-
Investment style
Flexible,Target Maturity
Investment method
None

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

11.61 %

1 Year rank in sector

88/240

Sector

UT Flexible Investment

Yield

1.412

Fund size

K

FE Risk score

91

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • International
    63%
  • UK
    24.8%
  • Global Emerging Markets
    9.9%
  • Not Specified
    2.3%
  • Global Developed Equities
    47.8%
  • UK Equities
    24.8%
  • Global Emerging Market Equities
    9.9%
  • International Property
    8.4%
  • Global Small Cap Equities
    6.7%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund3.98 %8.04 %11.61 %0 %0 %
Sector2.54 %5.87 %9.59 %33.72 %50.92 %
Rank within sector27 / 26973 / 25488 / 240 / /
Quartile th1 st2 nd2 nd th th

Calendar performance

YTD-20172016201520142013
Fund9.84 %25.5 %1.01 %0 %0 %
Sector8.72 %12.84 %2.01 %4.85 %14.08 %
Rank within sector111 / 2414 / 227145 / 214 / /
Quartile th2 nd1 st3 rd th th

Price movement

52 week high138.5
52 week low119.2
Current bid price0
Current offer price0
Current mid price138.4

Holdings by region

  • 63% International
  • 24.8% UK
  • 9.9% Global Emerging Markets
  • 2.3% Not Specified

Holdings by sector

-

Holdings by asset type

  • 47.8% Global Developed Equities
  • 24.8% UK Equities
  • 9.9% Global Emerging Market Equities
  • 8.4% International Property
  • 6.7% Global Small Cap Equities
  • 2.1% Commodity & Energy
  • 0.3% UK Gilts

Individual holdings

  • 28.85% BLACKROCK NORTH AMERICAN EQUITY INDEX (UK) L ACC
  • 24.73% BLACKROCK UK EQUITY INDEX (UK) L ACC
  • 10.41% BLACKROCK CONTINENTAL EUROPEAN EQUITY INDEX (UK) L ACC
  • 9.47% BLACKROCK EMERGING MARKETS EQUITY INDEX (UK) L ACC
  • 8.15% BLACKROCK GLOBAL PROPERTY SECURITIES EQUITY INDEX (UK) L ACC
  • 6.67% VANGUARD GLOBAL SMALL-CAP INDEX ACC GBP
  • 5.26% BLACKROCK JAPAN EQUITY INDEX (UK) L ACC
  • 2.55% BLACKROCK PACIFIC EX JAPAN EQUITY INDEX (UK) L ACC
  • 2.07% UBS ETFS PLC - CMCI COMPOSITE SF UCITS ETF (USD) A ACC
  • 0.13% VANGUARD UK INFLATION LINKED GILT INDEX A GROSS ACC GBP