Santander Atlas Portfolio 7

Select share classes
There is only one type of share class for this fund.

Santander Atlas Portfolio 7 IA

Category GBP Allocation 80%+ Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

307.50p

arrow-down-1.70p (-0.55%)

Fund Code

SAAPE

BD3CW41

GB00BD3CW417

Prices updated as at 25 Apr 2024
|
Prices in GBX

Investment objective
The Fund’s objective is to provide a combination of capital growth (to grow the value of your investment) and income over a 5+ year time horizon. The Fund is managed with the aim of staying within a risk profile classification (with volatility parameters) of 7 as set and monitored by an external third party risk rating company. It is not guaranteed that the Fund will stay within this risk profile classification at all times. 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.

Annual charges

Product charges
0.58
0.04
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 25 Apr 2024pdf
Key Information Document / Technical Guide 20 Feb 2024pdf
Annual Reports 01 Jun 2023pdf
Interim Short Report 01 Jun 2023pdf
Annual Short Report 31 May 2022pdf
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Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.