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
287.60p
1.20p (+0.42%)
Fund Code
SAAPD
BD3CW52
GB00BD3CW524
Prices updated as at 06 May 2025
|
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
Annual performance (%)
Year | This fund | GBP Allocation 60-80% Equity |
---|---|---|
31 Mar 14 - 31 Mar 15 | 11.14 | 10.85 |
31 Mar 15 - 31 Mar 16 | -4.83 | -2.93 |
31 Mar 16 - 31 Mar 17 | 20.14 | 17.37 |
31 Mar 17 - 31 Mar 18 | 2.11 | 1.40 |
31 Mar 18 - 31 Mar 19 | 2.47 | 3.97 |
31 Mar 19 - 31 Mar 20 | -9.46 | -8.04 |
31 Mar 20 - 31 Mar 21 | 27.60 | 26.61 |
31 Mar 21 - 31 Mar 22 | 7.38 | 5.02 |
31 Mar 22 - 31 Mar 23 | -3.18 | -4.73 |
31 Mar 23 - 31 Mar 24 | 12.31 | 10.39 |
31 Mar 24 - 31 Mar 25 | 4.86 | 3.05 |
Trailing returns (%)
Year | This fund | GBP Allocation 60-80% Equity |
---|---|---|
1 Day | 0.42 | 0.32 |
1 Month | 3.53 | 3.02 |
3 Months | -3.65 | -4.39 |
6 Months | 0.56 | -0.40 |
1 Year | 5.70 | 4.11 |
3 Years annualised | 5.55 | 4.01 |
5 Years annualised | 8.04 | 6.61 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.