Architas MA Blended Reserve A Acc


Buy/Sell Price  (as of 23/09/2016) £1.269   Day Change :  0.63%     Fund Code:  ACBRA 

Important documents Before investing please ensure that you have read the Fidelity Key Features Document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found by clicking on the 'Important documents' link.

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Biography

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.
Investment HouseArchitas
Fund ProviderArchitas Multi-Manager Limited
ManagerSheldon MacDonald   Biography

Fund Objective The Fund aims to provide a return on your investment over the medium to long term with a low range and frequency of price movements (volatility).

Key Statistics

Fund Status
Fund TypeOEIC
ISINGB00B8BMB189
12-Month NAV High £1.28
12-Month NAV Low £1.12
Fund Comparative IndexNot Benchmarked
Morningstar CategoryTMGBP Cautious Allocation
Dividend FrequencyTwice Yearly
Distribution Yield2.18%

Annual Charges

Morningstar ratings

 as of  31/08/2016
Overall4 star
3 Years4 star
5 Years4 star
10 Years3 star

Growth of £1000 Help

 as of  23/09/2016

Past Performance (%) Help

as of 

This Fund

     
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Fund versus Morningstar Category

     
-1.340.11-0.17-0.152.74
Important Information

The value of the fund and the income from it can go down as well as up so you may get back less than you invested. If your fund invests in overseas markets, changes in currency exchange rates may affect the value of your investment. If your fund invests in small and emerging markets, these can be more volatile than other more developed markets. Past performance is not a guide to future returns.
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.

 Some of the performance and risk data presented may start before the share class was launched. If so, the data prior to the launch date of the share class is based on the fund or share class that has similar or higher charges, in order to provide an indication of longer term performance and risk. Please refer to the launch date and performance start date in the fund factsheet to determine whether the data has been extended.Past Performance and Risk & Volatility figures are presented in British Pounds Sterling (GBP). Fund returns are calculated on a Nav to Nav or Bid to Bid basis with income reinvested either after tax (for UK-domiciled funds) or gross of tax (for offshore funds). Performance figures include the effect of the OCF/TER. To cover distribution costs a separate service fee is now also charged on most funds, which is not included in the past performance figures. Consequently the past performance of the fund may be less than that shown on the chart due to the effect of the service fee.

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