Architas Multi Asset Passive Intermediate Fund T Net Accumulation Shares (0P0001BE3V.L)
Performance Overview
Morningstar Return Rating | -- |
YTD Return | -- |
5y Average Return | -- |
Number of Years Up | -- |
Number of Years Down | 1 |
Best 1Y Total Return | -2.33% |
Worst 1Y Total Return | -2.33% |
Best 3Y Total Return | -2.33% |
Worst 3Y Total Return | -- |
Trailing Returns (%) Vs. Benchmarks
- YTD
- 13.05%
- 2.91%
- 1-Month
- 1.25%
- 0.67%
- 3-Month
- 1.07%
- 2.91%
- 1-Year
- 9.98%
- 12.90%
- 3-Year
- 0.00%
- 6.44%
- 5-Year
- 0.00%
- 6.97%
- 10-Year
- 0.00%
- 4.88%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2019 | 5.18% | 4.07% | 3.55% | -- |
2018 | -4.06% | 5.85% | 1.44% | -5.19% |
2017 | 4.47% | -- | -- | -- |
Rank in Category (By Total Return)
YTD | 21 |
1-Month | 43 |
3-Month | 55 |
1-Year | 17 |
3-Year | -- |
5-Year | -- |
Load Adjusted Returns
1-Year | 9.98% |
3-Year | -- |
5-Year | -- |
10-Year | -- |
Performance & Risk
YTD Return | -- |
5y Average Return | -- |
Rank in Category (ytd) | 21 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | -- |
Morningstar Risk Rating | -- |
Fund Overview
Category | GBP Moderate Allocation |
Fund Family | Architas Multi-Manager Limited |
Net Assets | 659.7M |
YTD Return | 13.05% |
Yield | 1.88% |
Morningstar Rating | -- |
Inception Date | Aug 08, 2017 |
Fund Summary
The investment objective of the Fund is to seek to achieve a return for investors over the medium to long term based on a combination of capital growth and income and with a median volatility level through exposure to a diversified range of asset classes. The actual financial instruments held by the Fund will, wherever practicably possible, be of a ‘passive’ nature: that is to say, collective investment schemes or other financial instruments that seek to track the performance of investment indices. The Fund may also invest in transferable securities, money market instruments, warrants, deposits, derivative instruments and, or indirectly through, collective investment schemes. Use may be made of stock-lending, borrowing, cash holdings and hedging.