Santander Max 30% Shares Portfolio

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 162.70 Day Change GBX -0.60 (-0.37%)
Price Date 1 Dec 2016 Crown Rating
Shares Class Inc. Yield 1.70 %
Total Expense Ratio 0.00 Fund Size 48,425,613.55
Launch Date 23/09/2014 Standard Initial Charge (%) 7.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.65 Sector IMA UK Equity Income
Min Investment (£) 500.00 Total Expense Ratio (%) 0.00
ISIN GB00BJL58B32 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 Fund will achieve its Investment Objective by investing in regulated collective investment schemes, as well as cash. These schemes (the ‘underlying funds’) will be selected according to our assessment of the performance and risk characteristics of the fund, the underlying fund manager’s investment process, and the strength of the management team. In addition the Fund may also invest in derivative instruments (including forward transactions) in order to achieve its investment objective.The underlying funds will predominantly invest in global equities and bonds, with global equities never exceeding 30% of the Fund. In addition underlying funds may be selected which invest in commercial property and commodities. Underlying funds may also be selected which aim to generate returns that are specified in fixed percentage terms, or which have return targets relative to cash. Funds that are managed passively (for example to track a particular stock market index) may also be selected.

Fund Managers

Tom Caddick
Tom Caddick, Head of Global Multi Asset Solutions, joined Santander Asset Management in early 2011 and has overall department responsibility, heading a team of over 26 investment professionals across four locations with in excess of €21 billion asset under management and the same again under advice. Tom has over 18 years’ fund management experience 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.