Santander Atlas Portfolio 3 II
| Shares Class | Inc. |
|---|---|
| Yield | 1.65 |
| Total Expense Ratio | 1.35 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 1.65 |
| Total Expense Ratio | 1.35 |
Cumulative Performance
Discrete Performance
| Fund Size | 93,151,580.96 | Launch Date | 17/09/2003 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 0.40 |
| Sector | IMA UK Equity Income | Min Investment (£) | 500.00 | Total Expense Ratio (%) | 1.35 |
| ISIN | GB0033457648 | Min Topup (£) | 250.00 | Ongoing Charge (%) | 0.6900 (on 01/06/2020) |
The Fund’s objective is to provide a combination of capital growth and income over a 5+ year time horizon.
John Mullins
John Mullins joined Santander Asset Management in March 2018, and is a Multi Asset Strategist and Portfolio Manager within the Multi Asset Solutions team. Before joining, John worked at BlackRock as a Senior Multi Asset Investment Strategist and previously at Deutsche Bank and Merrill Lynch. John has 8 years’ experience in asset management, focusing on multi asset investment strategy. He holds a BA (Hons) in Economics & History from the University College of Dublin and a Masters in International Relations from the London School of Economics and is a CAIA charterholder.
Stefano Amato
Stefano Amato is a Head of Multi Asset Solutions at Santander Asset Management UK, after joining in September 2017 to initially focus on Asset Allocation and Total Return mandates. Prior to this, he was a Portfolio Manager at J.P. Morgan Asset Management in London, where Stefano was part of the Endowments and Foundations Group and was responsible for managing institutional portfolios including asset allocation, portfolio construction, manager selection, risk management and client communications. Prior to J.P. Morgan, Mr Amato was Head of Portfolio Management at Centurion Portfolio Managers – a UK-based multi-family office – where he focused on building and managing multi asset portfolios focused on long-term returns. Stefano has 13 years’ experience in investments spanning both sell-side and buy-side experience, having started his career with roles in equity derivatives at Lehman Brothers and Societe Generale. Mr Amato holds a MSc in Finance from London Business School, along with a Masters in Behavioural Economics and a BA in Communication Sciences and Technologies from IULM University in Milan, Italy.
| Name | Weight |
|---|---|
| Asia Pacific ex Japan Equities | 1.00% |
| Commodity & Energy | 2.00% |
| European Equities | 3.00% |
| Global Emerging Market Equitie | 7.00% |
| Global Fixed Interest | 10.00% |
| Global Government Fixed Intere | 8.00% |
| Japanese Equities | 2.00% |
| Money Market | 11.00% |
| UK Corporate Fixed Interest | 24.00% |
| UK Equities | 1.00% |
| UK Gilts | 15.00% |
| US Equities | 9.00% |
| Name | Weight |
|---|---|
| Derivatives | 0.00% |
| Money Market | 6.00% |
| Mutual Funds | 93.00% |
| Name | Weight |
|---|---|
| INSIGHT UK CORPORATE ALL MATUR | 9.00% |
| BLUEBAY FUNDS MANAGEMENT CO SA | 8.00% |
| VANGUARD EURO INVESTMENT GRADE | 8.00% |
| HSBC STERLING CORPORATE BOND I | 7.00% |
| ALLIANZ GILT YIELD I INC | 6.00% |
| HSBC UK GILT INDEX S INC | 4.00% |
| XTRACKERS S&P 500 SWAP UCITS E | 4.00% |
| INVESCO MARKETS III PLC EQQQ N | 3.00% |
| ISHARES CORE £ CORPORATE BOND | 3.00% |
| VANGUARD UK GOVERNMENT BOND IN | 3.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.