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Santander Max 30% Shares Income Portfolio Ret Inc

Ranked 243 out of 260 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Toby Vaughan


The objective of the Fund is to pay out a good level of income, without guarantees, as well as to provide the potential for capital growth over the longer term. The Fund will be invested in shares, predominantly of UK companies, up to a maximum of 30%. In addition the Fund will invest in bonds issued by companies and governments.

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


Aggressive GBP over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 4.2% 1.6% 0.2% 0.2% 2.2%
2016 6.7% 1.3% 2.1% 5.7% -2.4%
2015 1.7% 3.7% -2.9% 0.0% 1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/11/2014
  • Share Class size01Mn
  • Base currencyGBX
  • ISIN GB00BJL58D55

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment150


  • Annual management1.10%
  • Initial investment0

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