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Print Ready Documents

Literature Library

Our comprehensive literature library is here to support you and your clients through every step of the investment process.

For Atlas Portfolios

  • Adviser and Due Diligence Brochure (PDF 10.23 MB) – This contains all the information you need to recommend our Atlas Growth and Income Portfolios.
  • Investor Brochure (PDF 9.68 MB) – This describes the Portfolios in a clear and transparent way, helping you to recommend them to your clients.
  • A Guide to Investor Outcomes (PDF 10.2 MB) – This provides a clear view of income sustainability provided by Moody’s Analytics, one of the UK’s leading risk analytics companies. This is for the Growth Portfolios only. The investor outcomes for the Income Portfolio are contained within the Atlas Investor Brochure.
  • A Guide to Investment Risk (PDF 5 MB), which helps demystify risk for your clients.
  • A Guide to Fees and Charges (PDF 8 MB) giving you transparency on our investment charges.
  • Quarterly Report to keep your clients informed on market and Fund activity, full Portfolio breakdowns, performance and expected outcomes information.
    • Atlas Income Growth Update (IFA) Q3 2017 (PDF 9.21 MB)
  • Income Proposition Brochure (PDF 1.45 MB) – This contains an overview of our income fund range
  • The Santander Atlas Portfolios Overview (PDF 3.04 MB)

For Equity Income Funds

For Fixed Income Funds

 

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