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
286.20p
0.40p (+0.14%)
Fund Code
SAAPD
BD3CW52
GB00BD3CW524
Prices updated as at 30 Oct 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Growth of 1,000 as of 31 Oct 2024, 09:10
Trailing returns (%) as of 31 Oct 2024, 09:10
Annual performance (%)
Year | This fund | GBP Allocation 60-80% Equity |
---|---|---|
30 Sep 13 - 30 Sep 14 | 3.80 | 6.31 |
30 Sep 14 - 30 Sep 15 | -1.73 | 0.07 |
30 Sep 15 - 30 Sep 16 | 18.43 | 15.70 |
30 Sep 16 - 30 Sep 17 | 9.27 | 9.07 |
30 Sep 17 - 30 Sep 18 | 5.61 | 5.10 |
30 Sep 18 - 30 Sep 19 | 3.11 | 3.86 |
30 Sep 19 - 30 Sep 20 | -1.07 | -0.10 |
30 Sep 20 - 30 Sep 21 | 16.97 | 16.49 |
30 Sep 21 - 30 Sep 22 | -6.85 | -10.24 |
30 Sep 22 - 30 Sep 23 | 5.94 | 5.13 |
30 Sep 23 - 30 Sep 24 | 15.39 | 14.19 |
Trailing returns (%)
Year | This fund | GBP Allocation 60-80% Equity |
---|---|---|
1 Day | - | -0.11 |
1 Month | - | 0.28 |
3 Months | - | 1.76 |
6 Months | - | 4.31 |
1 Year | - | 17.18 |
3 Years annualised | - | 2.44 |
5 Years annualised | - | 4.90 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.