Santander Atlas Income Portfolio II

Category GBP Allocation 20-40% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

191.90p

arrow-down-0.10p (-0.05%)

Fund Code

SAPII

B4WX4C4

GB00B4WX4C46

Prices updated as at 21 Nov 2024

Prices in GBX

Investment objective

The Fund’s objective is to provide income, with the potential for capital growth, over a 5+ year time horizon. 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.

Company name

Santander Asset Management UK Limited

Fund launch date

09 Sep 2015

Domicile

United Kingdom

UCITS

Yes

Fund manager

Not Disclosed

Manager start date

30 Jun 2021

Fund manager biography

Head office

287 St Vincent Street

Glasgow

United Kingdom

G2 5NB

Got a question?

Get in touch

we're here to help:

Mon-Fri 8am to 6pm

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.