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Fund info 

Here you will find our literature items containing all you need to know about the Architas Funds. You can download an online version, or if you would like to request printed copies by post, please call 020 7562 4900 (Monday to Friday 9.00am - 5.00pm; calls may be recorded).


A guide to investing in volatile markets

3483 KB | PDF

This guide is designed for you to share with your clients who might be concerned with levels of volatility in markets.

DOWNLOAD

What responsible investing means to us

2330 KB | PDF

Learn more about our approach to responsible investing and how we integrate environmental, social and governance (ESG) factors into our investment framework.

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Adviser guide to sustainable investing

3947 KB | PDF

Find out about sustainable investing and the opportunities and challenges it can bring to your clients’ portfolios. You can also find out more about our Positive Future Fund

Download

Understanding the risks of investing

2700 KB | PDF

Risk can be a challenging conversation. This document explains attitude to risk and capacity for loss as well as how we manage risk in our risk profiled funds.

Download

Architas fast facts

581 KB | PDF

Need to get the key facts about Architas, fast? This guide gives you share class information for all Architas funds as well as platform availability.

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Architas Diversified Real Assets Fund

1045 KB | PDF

Roads, airplanes and wind farms are all classed as real assets. Learn more about the real assets asset class and the potential benefits they can bring to an investment portfolio in this PDF that you can share with your clients.

Download

Due diligence

Architas funds due diligence

5154 KB | PDF

An easy reference guide for advisers to use when carrying out due diligence on the robustness & strength of Architas.

Download

Architas information library

389 KB | Word

Make the suitability letter writing a little easier by taking pre-prepared copy from our information library.

Download

Target Market Assessment for Advisers

68 KB | PDF

Architas has defined the target markets to help investors assess whether a specific Architas fund might be a suitable investment.

Download

Fund guides

Architas Diversified Real Assets Fund guide

634 KB | PDF

Get all the facts and figures on our Diversified Real Assets Fund in this short four page guide.

Download

Architas Multi-Asset (MA) Passive Prudent Fund guide

615 KB | PDF

Get all the facts and figures on our MA Passive Prudent Fund in this short four page guide.

Download

Architas Multi-Manager (MM) Monthly High Income Fund guide

622 KB | PDF

Get all the facts and figures on our MM Monthly High Income Fund in this short four page guide.

Download

Architas Multi-Asset (MA) Active Reserve Fund guide

751 KB | PDF

Get all the facts and figures on our MA Active Reserve Fund in this short four page guide.

Download


Defaqto fund reviews


Fund updates

Quarterly risk model mapping update
Use a different risk model? No problem! This guide tells you how the Architas risk profiles map to other popular models.
412 KB | PDF Download
EValue quarterly update
See what the latest EValue risk model changes are, why they've been made, and how this affects the risk-profiled Architas MA Passive Funds.
142 KB | PDF Download
Risk profile proof statement
Need evidence that the risk profiled funds stay in their risk bands? Download the monthly proof statement.
169 KB | PDF Download

Levels of diversification

Levels of diversification - Architas Multi-Asset (MA) Active Funds

5415 KB | PDF

Diversification is a key factor in successful investing. Get a breakdown of how our Architas Multi-Asset Active Funds are invested and spread across many levels.

Download

Levels of diversification - Architas Multi-Asset (MA) Passive Funds

4266 KB | PDF

Diversification is a key factor in successful investing. Get a breakdown of how our Architas Multi-Asset Passive Funds are invested and spread across many levels.

Download

Levels of diversification - Architas Multi-Asset (MA) Blended Funds

5253 KB | PDF

Diversification is a key factor in successful investing. Get a breakdown of how our Architas Multi-Asset Blended Funds are invested and spread across many levels.

Download

Z share class comparisons

Architas Multi-Asset (MA) Passive Z/A share class
Passive Z share class = Zero AMC. See how the Z share class compares to the A share class.
137 KB | PDF Download
Architas Multi-Asset (MA) Passive Z/D share class
Passive Z share class = Zero AMC. See how the Z share class compares to the D share class.
138 KB | PDF Download
Architas Multi-Asset (MA) Passive Z/S share class
Passive Z share class = Zero AMC. See how the Z share class compares to the S share class.
140 KB | PDF Download

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