Architas MA Blended Reserve A Acc

Name
Architas MA Blended Reserve Fund Class A Acc
Manager
Architas Multi-Manager Limited
Type
Open Ended Investment Company
ISIN
GB00B8BMB189
Sector
LC00002661
Launched
23/10/2012
OCF
0.94 %
Risk Rating
4
3 Year Sharpe
1.24
Yield
1.9 %
Benchmark
Not Benchmarked
The investment objective of the Fund is to achieve a return for investors over the medium to long term based on a combination of capital growth and income and with a low volatility level. The Fund will invest primarily in collective investment schemes, to deliver exposure to a range of asset classes.The Fund may also invest in transferable securities, money market instruments, warrants, deposits and derivative instruments. Use may be made of stock-lending, borrowing and hedging.The Fund may use derivatives and forward transactions for investment purposes as well as for Efficient Portfolio Management.
Holding%
iShares UK Gilts All Stks Idx (UK) L Acc16.44 %
SPDR® Blmbrg Bcly 1-5 Yr Gilt ETF11.64 %
iShares Overseas Govt Bd Idx (UK) L Acc6.03 %
Vanguard UK Lg Dur Gilt Idx A Grs Inc4.57 %
Jupiter Global Convert I GBP A Inc HSC4.51 %
Artemis US Extended Alpha I Hdg Acc GBP4.46 %
SPDR® Thomson Reuters Glb Convert Bd ETF4.42 %
iShares Corporate Bond Index (UK) L Acc4.20 %
TB Evenlode Income C Acc3.61 %
AXA Sterling Corporate Bond Z Inc Net3.58 %
Region%
United States41.98 %
United Kingdom35.48 %
Japan14.84 %
Sector%
Financial Services16.67 %
Consumer Cyclical15.33 %
Technology13.77 %
Industrials11.89 %
Consumer Defensive9.40 %
Healthcare8.48 %
Energy7.14 %
Real Estate5.77 %
Basic materials5.44 %
Name
Architas Multi-Manager Limited
Address
EC2N 1AD, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Sheldon MacDonald

Joined 11/08/2010

Sheldon manages the Architas Multi-Asset Blended Range and the AXA Wealth Elite funds. He oversees fund selection and manages the products’ asset allocation and investment strategies, working closely with CIO Caspar Rock and the investment team to ensure that each fund meets its objectives. He leads fund manager research across a number of sectors, including global equities and money market strategies. Before joining Architas in 2010, Sheldon was a fund of funds manager at Nedgroup Investments, part of Old Mutual Plc. As well as running a variety of long only multi-asset strategies, Sheldon has extensive experience in the hedge fund space and, prior to joining Nedgroup Investments, was Head of Derivative Trading at Old Mutual Asset Managers in South Africa. Sheldon has a BComm in Financial Accounting and Economics and holds the IMC. He has 19 years of investment experience.

Data provided by Morningstar.

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