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Santander Atlas Portfolio 7 Ret Acc

Ranked 1186 out of 3232 in - Global over 12 months
All calculations are in USD 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 Fund's investment objective is to invest in regulated collective investment schemes which aim to achieve long-term equity growth through investment in a broadly diversified portfolio of global equities.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global over : 31/01/2017 - 31/01/2018
  • Rank 1186/3232 Total Return
  • Rank 1420/3232 Standard Deviation
  • Rank 1633/3232 Max Drawdown
Fund Name Currency Return
1186 Talents USD

27.4%

1186 AXA Force Dynamique USD

27.4%

1186 Santander Atlas Portfolio 7 Ret Acc USD

27.4%

1186 BlackRock Long-Horizon Equity Fund;Investor A USD

27.4%

1186 Bryn Siriol Acc USD

27.4%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 23.9% 6.6% 5.1% 4.5% 5.9%
2016 -1.9% -3.1% -4.3% 7.2% -1.3%
2015 -4.7% 1.8% 2.4% -12.1% 4.0%
2014 -1.6% -0.1% 4.6% -4.2% -1.6%
2013 20.9% 3.6% -0.4% 12.0% 4.6%
2012 16.4% 11.0% -7.4% 8.7% 4.3%
2011 -10.8% 3.3% -0.5% -17.4% 5.1%
2010 9.4% 0.1% -12.8% 16.2% 7.9%
2009 37.1% -10.7% 26.3% 16.3% 4.6%
2008 -45.8% -9.5% -2.3% -21.0% -22.5%
2007 5.1% 1.3% 6.5% 2.0% -4.4%
2006 27.6% 9.1% 2.2% 4.0% 10.0%
2005 10.1% 0.5% -0.8% 7.3% 2.8%
2004 18.3% 4.3% -0.7% 2.0% 12.0%
2003 15.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/09/2003
  • Share Class size165Mn
  • Base currencyGBP
  • ISIN GB0033456566

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment250

Charges

  • Annual management0.80%
  • Initial investment0.8

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