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Santander Atlas Portfolio 4 Inst A

  • 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 BD3CW29
ISIN GB00BD3CW292
Fund code SAAPB
Managers John Mullins, Stefano Amato
Manager Tenure 2 years
Morningstar Category GBP Moderately Cautious Allocation
IMA Sector Volatility Managed
Fund Size £284 million
Fund Type OEIC
Management Style Active
Ongoing Charge Figure (OCF) 0.91%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £1.8520
Buy Price £1.8520
Price Change +0.2708%
Price Date 6th April 2020
Yield 1.72%
Dividend Frequency Quarterly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 11th November 2013
Fund Status OPEN
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: 0.008%

Annual Returns 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund Performance -3.63% +2.12% +1.40% +12.45% -2.07% +9.60% +4.82% +12.09% +2.19% +4.58%
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 0.27% -9.18% +9.45%
1 week 0.27% -8.02% +8.29%
1 month -6.51% -9.42% +2.90%
3 months -8.54% -8.05% -0.49%
6 months -7.54% -5.09% -2.45%
1 year -4.63% -0.73% -3.91%
3 years -0.11% +1.25% -1.35%
5 years 1.91% +3.23% -1.32%
10 years 4.15% +4.03% +0.12%
YTD -8.27% +0.12% -8.39%
Since inception 4.38% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
iShares Core £ Corp Bond ETF GBP Dist IRL 9.99%
Nordea 1 - Low Dur Eurp Cov Bd HAI GBP LUX 8.76%
HSBC FTSE All Share Index Inst Inc GBR 5.87%
Insight Inv UK Corp All Mat Bd P2 GBR 5.01%
Vanguard Euro IG Bd Idx GBPH Acc IRL 4.67%
Nordea 1 - European Covered Bond BI EUR LUX 4.26%
Xtrackers S&P 500 Swap ETF 1C LUX 3.91%
HSBC UK Gilt Index S Inc GBR 3.88%
Vanguard FTSE Dev Eurp ex UK Eq Idx Acc GBR 3.82%
JOHCM UK Dynamic Y GBP Acc GBR 3.58%

Currently unavailable