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Specialist funds

Our multi-manager specialist funds are aimed at investors and advisers who prefer to build their own portfolios, or who are interested in investing in a particular region or asset class. 

Illustrative fund manager allocations of the specialist funds

The pie charts below highlight the investment diversification within the Architas Specialist Funds. Please note these charts have been provided for illustrative purposes and they will change over time. For the latest breakdowns, please see the factsheet.

MM Strategic Bond Fund

Synthetic Risk and Reward Indicator score (SRRI) 3

This Fund aims: 
To give investors exposure to the bond asset class to help diversify an existing portfolio. It aims to generate an income over the medium to long-term whilst investing mainly in bonds.

Platform Availability

MM UK Equity Fund

Synthetic Risk and Reward Indicator score (SRRI) 5

This fund aims:
To give investors exposure to UK equities to help diversify an existing portfolio. It aims to achieve medium to long-term capital growth whilst investing mainly in shares in UK companies.

Platform Availability

 

The value of your client's investment, and any income from it, can fall as well as rise and is not guaranteed. Your client may get back less than they originally invested. Furthermore, the value can fall as well as rise purely on account of exchange rate fluctuations. The Funds are allowed to invest over 35% of its assets in securities issued by a single local, national or supranational government (supranational government means an international union of different member states that share decision making, for example the European Union). Each of these funds can invest entirely in units of collective investment schemes. For further information on any of the Architas funds, please refer to the Key Investor Information document or prospectus (which is available upon request).

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