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
-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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Not Disclosed |
197.7 | |
185.4 | |
Fund comparative index | IA Mixed Investment 20-60% Shares |
Unclassified Sector | |
- | |
0.94 | |
0.01 | |
0.00 | |
GBP Allocation 20-40% Equity | |
0 | |
Fund provider | Santander Asset Management UK Limited |
Share class launch date | 09 Sep 2015 |
£84.77m | |
- | |
4.01 | |
- | |
Monthly |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.