ARCHITAS BirthStar TD 2021-25 R GBP Acc

Fund

Fund Info

  • Yield History0.99%
  • 3 Year sharpe1.21
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkN/A
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.55%
  • Sector-
  • Manager GroupArchitas
  • DomicileUnited Kingdom
  • ISINGB00BP8Y4Y05

Investment Strategy

The Fund seeks to achieve capital growth and, gradually over time, to reduce the risk of capital erosion for investors planning to withdraw all or substantial portions of their investment in the Fund during or after the Target Date Range (which is 2021-25). The Fund’s strategic asset allocation will alter over time, gradually reducing expected volatility on approach to the target date range and thereafter. The Fund also deploys a tactical asset allocation process that seeks to manage portfolio risk in the short term, mitigating the effect of extremes in the market The ACD’s and/or the Investment Adviser’s assessment of the growth and volatility prospects of various assets classes may vary over time Collective investment schemes are selected on the basis of their efficiency at tracking the performance of their reference investment indices.