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Santander Atlas Portfolio 4 Inc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Santander Asset Management UK Limited
Fund Summary The Investment Objective of the Fund is to increase the value of your investment through a combination of income and capital growth. The manager will achieve this whilst targeting a lower to moderate level of volatility over the longer term.
SEDOL code 3345731
ISIN GB0033457317
Fund code AYMBI
Managers John Mullins, Stefano Amato
Manager Tenure 2 years
Morningstar Category GBP Moderately Cautious Allocation
IMA Sector Volatility Managed
Fund Size £274 million
Fund Type OEIC
Management Style Active
Ongoing Charge Figure (OCF) 0.94%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £1.4350
Buy Price £1.4350
Price Change +0.2796%
Price Date 3rd June 2020
Yield Currently unavailable
Dividend Frequency Quarterly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 19th May 2004
Fund Status SUSPENDED
John Mullins joined Santander Asset Management in March 2018, and is a Multi Asset Strategist and Portfolio Manager within the Multi Asset Solutions team. Before joining, John worked at BlackRock as a Senior Multi Asset Investment Strategist and previously at Deutsche Bank and Merrill Lynch. John has 8 years’ experience in asset management, focusing on multi asset investment strategy. He holds a BA (Hons) in Economics & History from the University College of Dublin and a Masters in International Relations from the London School of Economics and is a CAIA charterholder.

3-year Mean Monthly Return: 0.140%

Annual Returns 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund Performance -3.62% +2.11% +1.25% +12.30% -2.44% +9.28% +4.01% +12.09% +2.15% +4.61%
Benchmark Performance
(GBP Moderately Cautious Allocation)
-4.22% +2.12% +0.24% +9.72% -1.42%
Time Period Cumulative Benchmark Performance
(GBP Moderately Cautious Allocation)
Fund Compared to Benchmark
1 day 0.28% -2.49% +2.77%
1 week 0.49% +3.05% -2.56%
1 month 2.57% -1.34% +3.92%
3 months -0.35% -1.32% +0.98%
6 months -0.86% +1.82% -2.68%
1 year 2.12% +1.19% +0.93%
3 years 1.43% +2.80% -1.38%
5 years 3.10% +4.17% -1.07%
10 years 5.25% +4.43% +0.82%
YTD -2.00% +0.99% -3.00%
Since inception 4.76% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
iShares Core £ Corp Bond ETF GBP Dist IRL 12.26%
Nordea 1 - Low Dur Eurp Cov Bd HAI GBP LUX 9.35%
Xtrackers S&P 500 Swap ETF 1C LUX 8.12%
Insight Inv UK Corp All Mat Bd P2 GBR 6.94%
Nordea 1 - European Covered Bond BI EUR LUX 4.99%
Vanguard Euro IG Bd Idx GBPH Acc IRL 4.97%
HSBC FTSE All Share Index Inst Inc GBR 4.85%
HSBC UK Gilt Index S Inc GBR 4.47%
Vanguard FTSE Dev Eurp ex UK Eq Idx Acc GBR 3.49%
iShares MSCI AC Far East exJpn ETF $ Dis IRL 3.32%

Currently unavailable