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Santander Max 30% Shares Portfolio Ret Acc

Ranked 58 out of 148 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Managed by

Toby Vaughan

Objective

The Fund’s investment objective is to achieve long term growth in value through appreciation and income. The Fund will be invested in shares of companies around the world, up to a maximum of 30%. In addition, the Fund will invest in bonds issued by companies and governments. The Fund has a LOW risk rating.

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

Performance

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

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 4.6% 2.1% 0.6% -0.2% 2.1%
2016 8.0% 0.9% 2.5% 5.7% -1.1%
2015 0.6% 3.4% -2.5% -1.5% 1.2%
2014 3.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/09/2014
  • Share Class size01Mn
  • Base currencyGBX
  • ISIN GB00BJL58B32

Purchase Info

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

Charges

  • Annual management0.90%
  • 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).