Santander Atlas Portfolio 4 Ret Acc

Ranked 257 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Tom Caddick

Tom Caddick was born in Sevenoaks, Kent in 1975. He attended the University of West of England where he gained a degree in accounting and finance. Tom started his career in 1998 as an investment manager at Ashcourt Asset Management. He then joined Principal Asset Management in 2001 in the same position. In 2004 he moved to F&C, before joining Liverpool Victoria Asset Management at the end of 2007. He then joined Santander Asset Management in 2010 and runs a range of fund of funds. Tom has been running funds for over 12 years and holds the Investment Management Certificate (IMC). Outside of fund managment he enjoys spending time with his family, tennis, rugby and music.

John Mullins

Objective

The Fund will achieve its Investment Objective by investing in regulated collective investment schemes, as well as cash. These schemes (the ‘underlying funds’) will be selected according to our assessment of the performance and risk characteristics of the fund, the underlying fund manager’s investment process, and the strength of the management team. The underlying funds will predominantly invest in bonds and global equities. In addition underlying funds may be selected which invest in commercial property and commodities.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -5.1% -2.8% 2.4% 0.6% -5.2%
2017 6.9% 2.6% 1.0% 0.2% 3.0%
2016 9.3% -0.1% 2.4% 5.7% 1.0%
2015 2.4% 4.6% -2.4% -3.5% 3.9%
2014 5.5% 0.8% 1.0% 1.2% 2.5%
2013 11.7% 6.8% -1.1% 3.3% 2.3%
2012 10.8% 5.4% -2.3% 4.8% 2.7%
2011 -2.2% 0.6% 0.3% -7.4% 4.7%
2010 9.7% 5.2% -6.6% 7.6% 3.8%
2009 16.2% -9.8% 10.0% 14.7% 2.0%
2008 -17.9% -6.7% -1.7% -8.0% -2.7%
2007 1.9% 0.4% 1.0% 1.1% -0.7%
2006 6.0% 3.6% -3.0% 2.9% 2.4%
2005 15.7% 1.1% 3.2% 6.3% 4.3%
2004 7.9% 1.1% -0.4% 2.5% 4.5%
2003 4.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Nordea 1 Low Duration European Covered Bond HAIGBP 6.58%
HSBC FTSE All Share Index Inst Inc 6.34%
Allianz Gilt Yield I Inc 6.22%
iShares MSCI AC Far East ex-Japan UCITS ETF 5.39%
Insight Investment UK Corp All Maturities Bd P Acc 4.83%
GBP Cash 4.60%
iShares Edge S&P 500 Minimum Volatility UCITS ETF 4.14%
Vanguard US 500 Stock Index Inst USD 4.10%
HSBC UK Gilt Index Inc S 3.88%
JOHCM UK Dynamic Y Acc 3.46%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/09/2003
  • Share Class size175Mn
  • Base currencyGBP
  • ISIN GB0033457424

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment250

Charges

  • Annual management0.55%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).