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AXA Wealth Architas Multi-Asset Blended Reserve

2 FE Trustnet

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

The investment objective of the Fund is to achieve medium to long term total returns with low volatility. The Fund will invest primarily in collective investment schemes, to deliver exposure to a range of asset classes. The Fund may also invest in transferable securities, money market instruments, warrants, deposits and derivative instruments.

Fund Manager ( Underlying )

Sheldon MacDonald




Primary Asset Class

Fund Size

GBP 1.43m as at 30-Jun-2015

Unit Name

AXA Wealth Architas Multi-Asset Blended Reserve





Initial Charge


Unit Currency




Annual Charge



GBX 242.10


GBX 242.10

Change (Offer)

-0.50 (-0.21%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund -0.25 -2.73 -0.29 3.20 16.00 -
Sector 0.74 -2.22 0.73 4.27 15.06 27.77

Discrete Performance (%)

  2014 2013 2012 2011 2010
Fund 5.75 4.37 7.85 0.69 -
Sector 5.71 4.40 5.79 3.12 7.27

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Fixed Interest 36.62
Global Fixed Interest 27.84
International Equities 16.70
UK Equities 7.07
Property 6.33
Others 5.44

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
International 44.54
UK 43.69
Property 6.33
Others 5.44

Sector Breakdown ( Underlying )

No breakdown data available.

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.