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The potential benefits of real assets
DIVERSIFICATION
Low correlation to traditional equities and bonds
INFLATION PROTECTION
Element of inflation protection, with 86% invested in inflation sensitive assets
INCOME
Generate an income – current yield 3%*
Why choose alternative investments?
The alternatives asset class, in particular real assets, contains a range of potential ‘hidden gems’ when it comes to investing. However, due to the characteristics of these investments they often require specialist research skills in order to uncover the best opportunities in the market.
That’s where Architas comes in. The Architas Diversified Real Assets Fund gives you instant access to a range of alternatives by combining funds from 16 sub-asset classes predominantly from real assets. Having launched in August 2014 the Architas Diversified Real Assets Fund has now been running for over 5 years returning over 22% in that period.
Researching and valuing some of the more esoteric sub-asset classes can be difficult and time consuming. This is why we use our expertise to carry out extensive sector and fund research to deliver a portfolio of funds of what we believe to be the best managers the asset class has to offer.
See how the fund is diversified
Architas Diversified Real Assets Fund
Performance - low sensitivity to equity and bond market drawdowns
| 06/08/2018 to 05/08/2019 | 06/08/2017 to 05/08/2018 | 06/08/2016 to 05/08/2017 | 06/08/2015 to 05/08/2016 | 06/08/2014 to 05/08/2015 | |
|---|---|---|---|---|---|
Architas Diversified Real Assets Fund |
3.1% |
0.7% |
4.2% |
7.1% |
5.4% |
FTSE All Share TR GBP |
-2.3% |
6.1% |
15.6% |
4.2% |
7.0% |
Markit iBoxx GBP Gilts TR |
9.7% |
0.7% |
-2.9% |
16.1% |
8.8% |
Performance data is at 5 August 2019. Source of data is Morningstar. Fund launched 5 August 2014. Total return figures are calculated on a single pricing basis with net income (dividends) reinvested. Performance figures are shown in sterling. The fund performance figures take into account the annual management charges but not the potential additional costs such as transaction costs that would be payable, which will have the effect of reducing the past performance figures shown.
The value of investments and any income from them can fall as well as rise and is not guaranteed, which means you could get back less than you invested. Past performance is not a reliable guide to future returns. Some of the fund’s portfolio is invested in non-mainstream assets, which during periods of stressed market conditions may be difficult to sell at a fair price, which may in turn cause prices to fluctuate more sharply than usual. *Source State Street as at 30 Jun 19.
Why Architas?
-
Access to a diversified range of real assets in one solution
- Members of the investment team specialising in researching and valuing real assets, and carrying out full due diligence over the last ten years
- Liquidity risk carefully managed by our investment team - read the latest views on liquidity from co-manager Solomon Nevins
- Over £547 million invested in alternative assets – over £250 million in the Architas Diversified Real Assets Fund (as at 30 Jun 2019)
- The Architas Diversified Real Assets Fund has a 5-year track record with over 22% total return since inception
- The Architas Diversified Real Assets Fund has achieved the 2019 Defaqto 5 Diamond Multi-Asset Income Rating
How are advisers using alternative assets?
"Alternatives have become more focused in the last few years. Things like aircraft leasing and different property vehicles have become more popular. I don’t see why they won’t continue to grow in popularity given the returns they have produced so far."
Paul Rose, Rose Financial Planning