Architas Multi Asset Passive Intermediate Fund T Net Accumulation Shares (0P0001BE3V.L)
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.
Risk Overview
Morningstar Risk Rating | -- |
Best 1Y Total Return | -2.33% |
Worst 1Y Total Return | -2.33% |
Number of Years Up | -- |
Number of Years Down | 1 |
Performance & Risk
YTD Return | -- |
5y Average Return | -- |
Rank in Category (ytd) | 21 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | -- |
Morningstar Risk Rating | -- |
Risk Statistics
3 Years | 5 Years | 10 Years | ||||
---|---|---|---|---|---|---|
0P0001BE3V.L | Category Average | 0P0001BE3V.L | Category Average | 0P0001BE3V.L | Category Average | |
Alpha | -- | -0.01 | -- | -0 | -- | -0.02 |
BETA | -- | 0.01 | -- | 0.01 | -- | 0.01 |
Mean Annual Return | -- | 0.01 | -- | 0.01 | -- | 0 |
R-squared | -- | 0.49 | -- | 0.53 | -- | 0.65 |
Standard Deviation | -- | 0.06 | -- | 0.06 | -- | 0.09 |
Sharpe Ratio | -- | 0.01 | -- | 0.01 | -- | 0 |
Treynor Ratio | -- | 0.05 | -- | 0.1 | -- | 0.04 |