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ARCHITAS MA BLENDED INTERMEDIATE - Fund overview

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Find rated mixed investment 40-85% shares funds


Overview of ARCHITAS MA BLENDED INTERMEDIATE

To generate medium to long-term capital growth by investing mainly in the shares and fixed interest securities of companies incorporated or operating in the UK or anywhere else in the world and also investing in government and other public securities.

Standard Initial Charge

4.50% 0.50%

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to save 4.00%

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Fund summary

Sector  Mixed Investment 40-85% Shares
Product type  OEIC
Launched  November, 2001
Size  £165m
Yield 1.5%
Charging basis  –
Dividends paid  –
Bid price 116.40p

Fund Charges

Standard Initial charge 4.50%
Initial charge via Bestinvest 0.50%
Additional bid/offer spread 0.00%
Annual management charge 1.30%
Total expense ratio 1.45%
Reduction in yield (10yr) 1.50%

Bestinvest says


No information available.

Portfolio

architas ma blended intermediate asset allocation illustration
Allocation Proportion
Equity 73%
High yield bonds 0%
Quality bonds 27%
Property 0%
Commodities –
Hedge –
Fund cash 0%
architas ma blended intermediate equity geographic illustration
Allocation Proportion
UK 52%
Europe 12%
Nth America 26%
Japan 8%
Pacific –
Other Equity 2%
architas ma blended intermediate equity capitalisation illustration
Allocation Proportion
Large Caps 74%
Mid Caps 19%
Small Caps 7%

View all performance data for ARCHITAS MA BLENDED INTERMEDIATE

Investment process


Th fund aims to provide long term capital growth by investing in Shares or Fixed Income of companies registered in the UK but can also invest in government and other public securities world wide.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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