Santander Atlas Portfolio 7

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There is only one type of share class for this fund.

Santander Atlas Portfolio 7 IA

Category GBP Allocation 80%+ Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

329.20p

arrow-up0.30p (+0.09%)

Fund Code

SAAPE

BD3CW41

GB00BD3CW417

Prices updated as at 12 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 7 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: shares in companies; and bonds issued by companies, governments, government bodies and supranationals. There are no set limits on the Fund’s exposure to either shares or bonds, but it is expected that the Fund will typically have exposure of at least 70% to shares and bonds combined.

Annual charges

Product charges
0.61
0.04
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 21 Oct 2024pdf
Key Information Document / Technical Guide 20 Feb 2024pdf
Annual Reports 01 Dec 2023pdf
Annual Short Report 01 Dec 2023pdf
Interim Short Report 01 Jun 2023pdf
Please note that service charges will also apply. Read more about our fees.


Important Information

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