Santander Atlas Portfolio 3 II
Category GBP Allocation 0-20% Equity
Last buy/sell price
106.60p
0.30p (+0.28%)
Fund Code
3345764
GB0033457648
Prices updated as at 01 May 2025
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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.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual charges
Product charges | |
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0.73 | |
0.06 | |
No | |
- | |
- | |
- | |
Minimum investment | - |
Please note that service charges will also apply. Read more about our fees.