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Architas MA Blended Growth R Acc

Ranked 10 out of 20 in - Global (High UK) over 36 months
All calculations are in USD unless stated

Managed by

Jaime Arguello

Jaime Arguello has over three decades of experience in the fund management industry. He is currently a fund manager and the CIO at Architas. He joined Architas in October 2016 from Barclays where he was the head of multi management and also served as the CIO. Prior to this was a managing partner at MSI Fund Advisors. Jaime graduated from Ecole Nationale des Ponts et Chaussees in Paris with a degree in Economics. Outside of fund management he enjoys golf.

Sheldon MacDonald

Sheldon MacDonald, CFA, is deputy CIO at Architas based in London. He joined the firm in 2010 and prior to this he was a fund of funds manager at Nedgroup Investments. With 22 years of investment experience, he has a BComm in Financial Accounting and Economics, is a CFA Charterholder and holds the IMC. Outside of asset management Sheldon enjoys the theatre, music, travel, rugby, soccer and skiing.

Objective

The Fund aims to provide a return on investment over the medium to long term with a moderately high range and frequency of price movements (volatility). The Fund pursues its aim by investing directly in shares, debt instruments which can easily be converted into cash (money market instruments), freely transferable rights to buy other investments at a future date (warrants), financial contracts that derive their values from those of other investment instruments or indices (derivatives) and deposits.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global (High UK) over : 31/12/2014 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 19.7% 5.1% 4.3% 3.3% 5.7%
2016 0.9% -2.1% -4.0% 6.8% 0.5%
2015 -3.7% 0.9% 2.2% -10.8% 4.7%
2014 -0.5% -0.2% 4.8% -4.5% -0.4%
2013 14.6% 2.7% -2.5% 11.0% 3.1%
2012 15.3% 10.9% -8.2% 7.9% 5.0%
2011 -10.3% 1.9% -0.5% -15.7% 4.9%
2010 10.4% 1.9% -13.8% 15.4% 8.8%
2009 41.3% -12.0% 31.3% 17.5% 4.1%
2008 -54.7% -10.7% -3.4% -23.1% -31.8%
2007 3.7% 1.2% 6.6% 1.1% -5.0%
2006 25.7% 7.6% 0.8% 5.2% 10.2%
2005 7.2% -0.3% -1.2% 5.8% 2.8%
2004 13.6% 2.8% 0.1% -1.0% 11.6%
2003 6.2% 14.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
AB SICAV I-Concentrated US Equity Pf AR EUR 13.36
BCIF North American Equity Tracker L Acc 11.91
BCIF UK Equity Tracker L Acc 9.11
GBP Cash 7.58
Man GLG Japan CoreAlpha Professional Acc C GBP 5.28
Henderson European Focus I Acc 4.67
RWC Global Emerging Markets B GBP 4.61
Majedie UK Equity X Acc 4.04
BCIF Japan Equity Tracker L Acc 3.98
JOHCM UK Equity Income A Acc 3.89
31/07/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date07/04/2003
  • Share Class size13Mn
  • Base currencyGBP
  • ISIN GB0032816976

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.30%
  • Initial investment1.3

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).