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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




Primary Asset Class

Fund Size

GBX 1.45m as at 30-Jun-2014

Unit Name

AXA Wealth Architas Multi-Asset Blended Reserve





Initial Charge


Unit Currency




Annual Charge



GBX 234.60


GBX 234.60

Change (Offer)

0.40 (0.17%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 2.05 0.95 0.82 2.49 13.47 -
Sector 2.17 1.18 1.28 3.00 14.17 34.36

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 35.59
Global Fixed Interest 26.28
International Equities 16.38
Property 9.36
UK Equities 7.68
Others 4.71

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
UK 43.27
International 42.66
Property 9.36
Others 4.71

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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