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Architas MM Diversified Protector 85

Ranked 242 out of 243 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Sheldon MacDonald

Sheldon MacDonald, CFA, is deputy CIO at Architas based in London. He joined the firm in 2010 and prior to this he was a fund of funds manager at Nedgroup Investments. With 22 years of investment experience, he has a BComm in Financial Accounting and Economics, is a CFA Charterholder and holds the IMC. Outside of asset management Sheldon enjoys the theatre, music, travel, rugby, soccer and skiing.

Nathan Sweeney

Nathan Sweeney is a senior investment manager at Architas based in London. Nathan began his 17-year investment career at AIB Investment Managers, joining Architas in 2010. He has significant experience of asset allocation, portfolio management and fund selection. Nathan has a BSc in Science, a Diploma in Financial Services and is IMC qualified. Outside of work he is a keen triathlete.

Objective

The investment objective of the Fund is to invest in varying proportions in a diversified basket of mainly equity funds (the Risky Assets) and in a basket of money market instruments or bonds (the Lower Risk Assets) while seeking to provide a Share Price that is at least equal to 85% of the highest Share Price achieved since the launch of the Fund (the Fund Protection Floor).

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.6% -0.4% 0.3%
2016 3.6% -0.8% 1.0% 1.7% 1.7%
2015 -2.0% 1.7% -1.9% -2.7% 1.1%
2014 1.2% -0.5% 0.6% 0.7% 0.5%
2013 3.0% 3.3% -1.1% -0.2% 1.0%
2012 -0.5% 0.7% -1.8% 0.5% 0.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
AXA IM Cash Sterling Strategic Fund I GBP Cap 13.65
HSBC Sterling Liquidity Class C Acc 11.58
BlackRock ICS Inst Sterling Liq Heritage Acc 9.89
JPM Sterling Liquidity C Acc 9.38
Goldman Sachs Sterling Liquid Reserves Inst Acc 8.63
Vanguard US Equity Index GBP Acc 7.73
Vanguard FTSE Dvlpd World ex-UK Eq Index GBP Acc 7.71
JPM US Select I Acc 7.66
BlackRock ICS Inst Sterling Liq Core Acc 5.53
BlackRock Continental European Income A Acc 5.15
31/07/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/11/2011
  • Share Class size11Mn
  • Base currencyGBP
  • ISIN GB00B6ZJPW05

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.55%
  • Initial investment4

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).