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Santander Atlas Portfolio 4 IA

Volatility Managed
Price: 222.90p|Change: 0.20 (0.09%)

Pricing frequency 

Daily


Dealing cut off time 

10:45


Type 

OEIC


Yield 

2.01%


NAV 

222.90p


Ongoing charge 

0.6%


Latest actual NAV date 

27-03-2024


ISIN 

GB00BD3CW292


UCITS 

No


This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment

Before investing please read:

Key Investor Information Document (KIID)

Performance 29/02/2024

1D | 1M | 3M | 1Y | 3Y ann | 5Y ann | 10Y ann


Total return (%)
Fund+ 0.09
Category-
More...

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.

Morningstar ratingTM


Morningstar sustainability ratingTM


AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.

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