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Santander Atlas Portfolio 6 Ret Acc

Ranked 112 out of 252 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.

Toby Vaughan

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 : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.4%
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

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date11/12/2008
  • Share Class size209Mn
  • Base currencyGBP
  • ISIN GB00B3KKYH59

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment25

Charges

  • Annual management1.10%
  • 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).