Santander Atlas Portfolio 5 IA

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.99%
  • 3 Year sharpe0.15
  • 3 Year alpha-2.9
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 40-85% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.72%
  • IA SectorVolatility Managed
  • Manager GroupSantander
  • DomicileUnited Kingdom
  • ISINGB00BD3CW300

Investment Strategy

The Fund’s objective is to provide a combination of capital growth and income 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, the Fund will invest 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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