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Santander Max 70% Shares Unit Trust Acc

Ranked 97 out of 404 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Toby Vaughan

Objective

The objective of the Scheme is to achieve medium and long term growth, with potential for income, by investing in a mix of UK equities, international equities, gilts and other fixed interest stocks.

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

Performance

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

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 9.3% 3.9% 1.1% 0.9% 3.1%
2016 11.4% -0.2% 1.4% 7.7% 2.2%
2015 4.1% 5.1% -3.1% -2.5% 4.8%
2014 4.1% -0.5% 1.5% 0.8% 2.2%
2013 11.9% 7.9% -1.6% 2.4% 3.0%
2012 9.3% 4.8% -1.9% 4.2% 2.0%
2011 -1.0% 1.2% 1.1% -8.7% 5.9%
2010 11.1% 5.9% -7.9% 8.0% 5.4%
2009 16.1% -8.7% 7.9% 14.9% 2.5%
2008 -18.3% -7.6% -1.4% -7.6% -3.0%
2007 4.6% 2.0% 1.7% 0.4% 0.4%
2006 8.2% 5.4% -3.8% 3.1% 3.4%
2005 19.7% 2.2% 4.4% 6.8% 5.1%
2004 9.3% 1.1% 1.2% 1.7% 5.1%
2003 14.8% -4.2% 10.4% 2.7% 5.7%
2002 -19.7% 1.0% -9.3% -14.5% 2.5%
2001 -12.6% -8.5% 0.4% -12.4% 8.5%
2000 -6.8% -2.1% -0.9% 0.0% -3.9%
1999 2.5% -4.1% 18.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/03/1999
  • Share Class size338Mn
  • Base currencyGBP
  • ISIN GB0006069255

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment1.25

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