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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 below median volatility level through exposure to a diversified range of asset classes. The Fund seeks to meet its objective by gaining exposure to a global portfolio of property, cash and various classes of equities and bonds, the relative allocation to each of which (“asset allocation”) is determined by a model provided by eValue Investment Solutions (“eValue”), a third party company that estimates the riskiness of these classes of asset by modelling their predicted behaviour in a range of hypothetical future scenarios over various time periods. eValue provides asset allocation recommendations to reflect seven discrete levels of investment risk ranging from level 1, which reflects the risk of holding only cash, to level 7, which is the riskiest profile in the range. The Fund is ranked at level 3, based on predicted asset class behaviour over a 15 year period. There is no guarantee, explicit or implied, that the future performance of the Fund will necessarily reflect the estimation of its risk profile under the eValue model. 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. The Fund may use derivatives for investment purposes as well as for Efficient Portfolio Management. Underlying funds are selected on the basis of their efficiency at tracking the performance of certain investment indices which relate to particular types of assets.
Steve Allen Since 05-Nov-2008
Steve manages the risk-profiled Architas Multi-Asset Passive range of funds and is responsible for research of the...
Sheldon manages the Architas Multi-Asset Blended Fund range. He oversees fund selection and manages the products' asset...
Steve manages the risk-profiled Architas Multi-Asset Passive range of funds and is responsible for research of the wider passive fund market and for oversight of the...
Sheldon manages the Architas Multi-Asset Blended Fund range. He oversees fund selection and manages the products' asset allocation and investment strategies. He also...
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P.O. Box 10939, Chelmsford CM99 2XU
0800 953 0197 (Main Number)
Architas MA Passive Moderate A Acc
Risk Score 50.00
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All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested. Performance figures are shown in Pound Sterling (GBP). You can switch the fund’s native currency using the currency selector towards the top of this page.
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