Santander Atlas Portfolio 6 Ret Acc

Ranked 192 out of 262 in - Aggressive 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 Investment Objective of the Fund is to increase the value of your investment through a combination of income and capital growth. The manager will achieve this whilst targeting a moderate to higher level of volatility over the longer term. 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.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.3%
2018 -8.0% -4.4% 4.0% 1.3% -8.7%
2017 10.9% 4.2% 1.1% 0.9% 4.4%
2016 14.4% -0.5% 2.5% 9.4% 2.6%
2015 0.9% 6.1% -3.1% -7.2% 5.8%
2014 3.4% -0.5% 0.8% 0.8% 2.3%
2013 16.7% 9.4% -0.2% 4.2% 2.6%
2012 10.2% 7.7% -5.7% 4.6% 3.7%
2011 -10.0% 0.4% -0.6% -13.8% 4.6%
2010 13.2% 6.9% -10.4% 8.9% 8.5%
2009 21.3% -10.7% 9.8% 19.9% 3.1%

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 8.68%
Lyxor S&P 500 UCITS ETF - D-USD 6.77%
iShares Edge S&P 500 Minimum Volatility UCITS ETF 6.49%
Nordea 1 Low Duration European Covered Bond HAIGBP 5.89%
Fidelity Index UK P Acc 5.80%
JOHCM UK Dynamic Y Acc 5.28%
iShares MSCI AC Far East ex-Japan UCITS ETF 5.21%
First State Asian Equity Plus III USD Dist 4.97%
Vanguard US 500 Stock Index Inst USD 4.82%
Vanguard FTSE UK AllShareIdx UnitTr A GBP Inc 3.51%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date11/12/2008
  • Share Class size189Mn
  • Base currencyGBP
  • ISIN GB00B3KKYH59

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment25

Charges

  • Annual management0.75%
  • Initial investment0.75%

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