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Santander Atlas Income Institutional Acc

Ranked 277 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Ignacio Barreras

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 provide an above average level of income along with some potential for capital growth from exposure to equities. This exposure can be achieved directly or through investment in collective investment schemes. Investments will also be made in other permitted assets as described in the prospectus,including but not limited to fixed interest investments, warrants and derivatives.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.2%
2018 -5.4% -3.3% 1.5% 0.8% -4.3%
2017 4.9% 2.4% 0.8% -0.5% 2.1%
2016 12.9% 1.5% 2.8% 7.5% 0.6%
2015 2.7% 6.2% -1.4% -4.3% 2.4%
2014 3.4% 0.5% 2.0% -0.8% 1.6%
2013 20.9% 8.7% -0.6% 6.3% 5.3%
2012 13.2% 6.3% -2.4% 6.0% 3.0%
2011 -3.6% 0.4% 1.2% -10.1% 5.5%
2010 11.1% 5.2% -9.7% 9.6% 6.8%
2009 22.1% -10.7% 9.9% 20.2% 3.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Vanguard UK Investment Grade Bond Index Inc GBP 7.80%
HSBC Corporate Bond Inc 6.76%
No name available 6.70%
iShares EURO Dividend UCITS ETF 6.38%
Schroder Income Maximiser A Inc 6.08%
Janus Henderson Asian Div Inc Unit Trust Inc 6.07%
No name available 6.06%
MFS Meridian Funds-Emerging Markets Debt A3 USD 5.86%
Fidelity Enhanced Income A Inc 5.65%
Insight Equity Inc Booster GBP Income Shares 5.53%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date11/12/2008
  • Share Class size18Mn
  • Base currencyGBP
  • ISIN GB00B4WX4803

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Annual management0.40%

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