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Architas Elite Fund of Funds | Multi-manager funds | AXA Wealth

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You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance. About us Contact us Subscribe to magazine Digital Magazine Newsletter sign-up. Capital Conserver Purposeful portfolios: Regular Income Conservative Investment Trust portfolio Adventurous Investment Trust portfolio Mixed Asset: Tactical Asset Allocator Shares: AXA Wealth Elite Balan Mgd Pn Compare fund.

Overview Performance Holdings Management Classes. FE Risk Scores measure the riskiness of instruments relative to the FTSE index of shares.

Weekly volatility is measured over three years with recent behaviour counting more heavily than earlier behaviour. Cash-type investments will have scores close to zero. Funds will tend to have scores in the range.

The FTSE is always scored at There is no upper limit. Performance snapshot 1 Year. Fund also available on these pension platforms: Performance vs Sector 1 Year. Alpha is a measure of a fund's over- or under-performance by comparison to its benchmark. Beta estimates a fund's volatility by comparison to that of its benchmark.

A fund with a beta close to 1 means that the fund will move generally in line with the benchmark. Higher than 1 and the fund is more volatile than the benchmark and vice versa. This commonly-used measure calculates the level of return over and above the return of a notional risk-free investment, such as cash.

The difference in returns is then divided by the fund's volatility. The resulting ratio is an indication of the amount of excess return generated per unit of risk. Volatility or standard deviation , when applied to an investment fund, expresses its risk. It shows how widely a range of returns varied from the fund's average return over a particular period. This measures the standard deviation of a fund's excess returns over the returns of an index or benchmark portfolio.

As such, it can be an indication of 'riskiness' in the manager's investment style. A Tracking Error below 2 suggests a passive approach. At 3 and above the the manager will be deploying a more active investment style. This is a useful risk-adjusted measure of actively managed fund performance.

It is calculated by deducting the returns of the fund's benchmark from the fund's overall returns, then dividing the result by its tracking error.

The higher the Information Ratio the better. It is generally considered that a figure of 0. An indication of how closely correlated a fund is to an index or a benchmark. Values for R-Squared range between 0 and 1, with 0 indicating no correlation at all and 1 showing a perfect match.

Values upwards of 0. Region No data available. Industry sector No data available.

Asset type 1 UK Equities The Fund invests in a diversified portfolio of global equities and global fixed interest securities and the precise split will be strictly controlled within defined ranges.

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This simple tactic could boost your investment returns by 10 per cent. Top Performing Funds Fund type: Investment funds Investment trusts Pension funds Offshore inv funds. Research Money Observer Rated Funds Find a Model Portfolio Compare Funds and Investment Trusts Browse Funds by Sector.

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