Santander Atlas Portfolio 6 IARegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 4.7 | 13.8 | -9.0 | 9.7 | 7.8 |
![]() | +/-Cat | -0.5 | 2.7 | 1.0 | 1.3 | 1.8 |
![]() | +/-B’mrk | 0.2 | 1.6 | -1.8 | -1.0 | 0.7 |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 28/06/2024 | GBX 280.60 | |
Day Change | 0.11% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Volatility Managed | |
ISIN | GB00BD3CW524 | |
Fund Size (Mil) 31/05/2024 | GBP 236.58 | |
Share Class Size (Mil) 31/05/2024 | GBP 236.58 | |
Max Initial Charge | - | |
Ongoing Charge 20/02/2024 | 0.59% |
Investment Objective: Santander Atlas Portfolio 6 IA |
The Fund’s objective is to provide a combination of capital growth and income over a 5+ year time horizon. The Fund is managed with the aim of staying within a risk profile classification of 6 as set and monitored by an external third party risk rating company. The Fund is actively managed. It aims to achieve its objectives by obtaining exposure globally to: shares in companies; and bonds issued by companies, governments, government bodies and supranationals. There are no set limits on the Fund’s exposure to either shares or bonds, but it is expected that the Fund will typically have exposure of at least 70% to shares and bonds combined. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Stefano Amato 30/06/2019 | ||
Inception Date 24/07/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Mixed Investment 40-85% Shares | Morningstar UK Mod Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Santander Atlas Portfolio 6 IA | 31/05/2024 |
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