Santander Atlas Income Portfolio II

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History3.35%
  • 3 Year sharpe0.38
  • 3 Year alpha-3.5
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 20-60% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.87%
  • IA SectorUnclassified Sector
  • Manager GroupSantander
  • DomicileUnited Kingdom
  • ISINGB00B4WX4C46

Investment Strategy

The Fund’s objective is to provide an income, with the potential of capital growth, over a 5+ year time horizon. The Fund aims to achieve its objective by investing globally in a wide range of bonds issued by companies and governments and shares issued by listed companies. To obtain exposure to these assets, at least 50% of the Fund’s investments will be accessed indirectly by purchasing units in Collective Investment Schemes managed by other companies and / or the ACD or other companies within the Santander Group. The Fund may also invest directly.

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