Santander Atlas Portfolio 6 IA

Category GBP Allocation 60-80% Equity

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

Last buy/sell price

292.40p

arrow-up1.60p (+0.55%)

Fund Code

SAAPD

BD3CW52

GB00BD3CW524

Prices updated as at 03 Dec 2024

Prices in GBX

Investment objective

The Fund’s objective is to provide a combination of capital growth and income over a 5+ year time horizon. The Fund is managed with the aim of staying within a risk profile classification of 6 as set and monitored by an external third party risk rating company. 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.

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.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	Not Disclosed
	292.4
	250.3
Fund comparative index	IA Mixed Investment 40-85% Shares
	Volatility Managed
	-
	0.61
	0.06
	0.00
	GBP Allocation 60-80% Equity
	0
Fund provider	Santander Asset Management UK Limited
Share class launch date	24 Jul 2013
	£242.89m
	-
	2.15
	-
	Semi-Annually

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.

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.