LSE - Delayed Quote GBp

Architas Multi Asset Passive Intermediate Fund T Net Accumulation Shares (0P0001BE3V.L)

112.00 -1.00 (-0.88%)
At close: December 16 at 8:00 PM GMT

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

Monthly Total Returns
0P0001BE3V.L
Category
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

Year
0P0001BE3V.L
Category
2019
--
--
2018
-2.33%
--
2017
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
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.

Related Tickers