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AXA Wealth Architas Multi-Asset Blended Reserve

Underlying Fund

FE Crown Rating ( Underlying )

(Unrated Sector)

Fund Objective ( Underlying )

The investment objective of the Fund is to achieve a return for investors over the medium to long term based on a combination of capital growth and income and with a low volatility level.

Fund Manager ( Underlying )

Sheldon MacDonald

Domicile

Sector

Currency

Primary Asset Class

Fund Size

GBX 1.48m as at 30-Sep-2014

Unit Name

AXA Wealth Architas Multi-Asset Blended Reserve

Inc/Acc

Accumulating 

Citicode

L1E6

Initial Charge

0.00%

Unit Currency

GBX 

ISIN

GB00B55L2P17 

Annual Charge

0.75%

Bid

GBX 236.10

Offer

GBX 236.10

Change (Offer)

-0.40 (-0.17%)
24-Oct-2014

Unit LaunchDate

30-Nov-2010

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 2.88 0.30 1.42 2.30 17.46 -
Sector 3.18 0.68 1.87 3.08 15.88 26.68
 

Discrete Performance (%)

  2013 2012 2011 2010 2009
Fund 4.37 7.85 0.69 - -
Sector 4.40 5.79 3.12 7.27 8.37

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Fixed Interest 36.00
Global Fixed Interest 25.62
International Equities 18.58
Property 8.36
UK Equities 6.02
Others 5.42

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
International 44.20
UK 42.02
Property 8.36
Others 5.42

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.

 
 
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