Santander Atlas Portfolio 3

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

Santander Atlas Portfolio 3 II

Category GBP Allocation 0-20% Equity


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Last buy/sell price

105.20p

arrow-up0.10p (+0.10%)

Fund Code

3345764

GB0033457648

Prices updated as at 27 Mar 2024
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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 3 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: bonds issued by companies, governments, government bodies and supranationals; and shares in companies. There are no set limits on the Fund’s exposure to either bonds or shares, but it is expected that the Fund will typically have exposure of at least 70% to bonds and shares combined.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerStefano Amato
105.2
96.63
Fund comparative indexIA Mixed Investment 0-35% Shares
Volatility Managed
-
0.68
0.05
-
GBP Allocation 0-20% Equity
0
Fund providerSantander Asset Management UK Limited
Share class launch date17 Sep 2003
£74.97m
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Quarterly
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.