Santander Atlas Portfolio 5 Ret Acc

Ranked 304 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's investment objective is to invest in regulated collective investment schemes which aim to achieve long-term growth through investment in a broadly diversified portfolio of global equities and bonds.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019
  • Rank 304/395 Total Return
  • Rank 250/395 Standard Deviation
  • Rank 261/395 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -6.8% -3.8% 3.7% 1.0% -7.4%
2017 8.8% 3.2% 1.2% 0.5% 3.7%
2016 11.9% -0.9% 2.3% 7.6% 2.7%
2015 1.6% 5.9% -2.6% -5.8% 4.5%
2014 4.2% 0.1% 1.1% 0.8% 2.2%
2013 15.0% 8.5% -0.7% 4.1% 2.6%
2012 11.3% 6.5% -3.8% 5.2% 3.3%
2011 -5.9% 0.6% -0.2% -10.7% 5.0%
2010 11.0% 5.9% -9.0% 8.7% 6.0%
2009 18.9% -10.3% 10.3% 17.1% 2.6%
2008 -21.1% -7.8% -2.0% -9.8% -3.1%
2007 2.4% 0.6% 2.4% 0.7% -1.4%
2006 8.8% 5.7% -4.2% 3.6% 3.7%
2005 18.8% 1.5% 4.6% 6.6% 4.9%
2004 9.4% 1.4% 0.1% 2.6% 5.0%
2003 5.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
HSBC FTSE All Share Index Inst Inc 7.34%
Nordea 1 Low Duration European Covered Bond HAIGBP 6.75%
Fidelity Index UK P Acc 6.33%
iShares Edge S&P 500 Minimum Volatility UCITS ETF 5.61%
iShares MSCI AC Far East ex-Japan UCITS ETF 5.15%
Insight Investment UK Corp All Maturities Bd P Acc 3.94%
JOHCM UK Dynamic Y Acc 3.90%
Vanguard US 500 Stock Index Inst USD 3.49%
Lyxor S&P 500 UCITS ETF - D-USD 3.31%
ESTX 50 MAR9 3.16%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/09/2003
  • Share Class size54Mn
  • Base currencyGBP
  • ISIN GB0033456780

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).