Santander Atlas Portfolio 4 IA

Category GBP Allocation 20-40% Equity

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

Last buy/sell price

229.30p

arrow-up0.00p (+0.00%)

Fund Code

SAAPB

BD3CW29

GB00BD3CW292

Prices updated as at 14 Nov 2024

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 4 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.

Annual performance (%)

Year	This fund	GBP Allocation 20-40% Equity
30 Sep 13 - 30 Sep 14	4.93	5.07
30 Sep 14 - 30 Sep 15	1.14	1.32
30 Sep 15 - 30 Sep 16	12.63	10.35
30 Sep 16 - 30 Sep 17	4.96	3.28
30 Sep 17 - 30 Sep 18	3.19	1.20
30 Sep 18 - 30 Sep 19	4.22	4.44
30 Sep 19 - 30 Sep 20	1.24	0.13
30 Sep 20 - 30 Sep 21	8.10	7.13
30 Sep 21 - 30 Sep 22	-11.60	-11.07
30 Sep 22 - 30 Sep 23	4.03	3.13
30 Sep 23 - 30 Sep 24	12.96	10.89

Trailing returns (%)

Year	This fund	GBP Allocation 20-40% Equity
1 Day	-	0.01
1 Month	-0.35	-0.22
3 Months	0.88	0.88
6 Months	2.05	2.55
1 Year	11.47	9.82
3 Years annualised	0.18	-0.28
5 Years annualised	2.76	1.63

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.