Quick Stats

Bid Price - Offer Price -
Mid Price GBX 211.10 Day Change GBX +0.20 (0.09%)
Price Date 20 Feb 2018 Crown Rating 2
Shares Class Inc. Yield 1.09 %
Total Expense Ratio 0.00 Fund Size 181,278,747.66
Launch Date 17/09/2003 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.40 Sector Volatility Managed
Min Investment (£) 500.00 Total Expense Ratio (%) 0.00
ISIN GB00BD3CW417 Min TopUp (£) 1.50

Fund Objective

The Investment Objective of the Fund is to increase the value of your investment through a combination of income and capital growth. The manager will achieve this whilst targeting a higher level of volatility over the longer term.

Fund Managers

Tom Caddick
Tom Caddick, Head of Global Multi-Asset Solutions, joined Santander Asset Management in early 2011 and has overall departmental responsibility, heading a team of over 20 investment professionals across four locations. Tom has worked in investment management since 1998 and was previously Head of Multi Manager and Fund Selection at LV=Asset Management. Before joining LV, Tom was a Fund Manager at F&C Asset Management. Tom holds a BA (Hons) degree in Accounting and Finance.
Toby Vaughan
Toby Vaughan joined Santander Asset Management in January 2011 and is the Head of the Fund Management within the Global Multi Asset Solutions department. Toby has worked in fund management since 2001, focusing on the design and development of the investment process and the management of multi asset portfolios for varying client types and jurisdictions. Before joining Santander AM, Toby was a Senior Portfolio Manager at LV=Asset Management, and previously at F&C Asset Management as a Director of Asset Allocation. He holds a BA (Hons) in Economics & Management Studies and is a CFA charterholder