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Santander Atlas Portfolio 7 (0P0000ZN3Z.L)

308.50 -9.70 (-3.05%)
At close: August 5 at 9:00 PM GMT+1

Fund Summary

Santander Atlas Portfolio 7

287 St Vincent Street

Fund Overview

Category --
Fund Family Santander Asset Management UK Limited
Net Assets 188.46M
YTD Return 9.80%
Yield 1.61%
Morningstar Rating
Inception Date Sep 30, 2013

Fund Operations

Last Dividend 0.01
Last Cap Gain --
Holdings Turnover --
Average for Category --

Fees & Expenses

Expense 0P0000ZN3Z.L Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

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.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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