Santander Max 70% Shares Portfolio RA
Category GBP Allocation 60-80% Equity
Last buy/sell price
379.30p
0.60p (+0.16%)
Fund Code
B3KKWJ3
GB00B3KKWJ34
Prices updated as at 13 May 2025
Prices in GBX
Investment objective
The Fund’s objective is to provide capital growth with the potential for income over a 5+ year time horizon. The Fund is actively managed by the appointed Sub-Investment Manager and aims to achieve the investment objectives by obtaining exposure to the constituents included in the Indices which make up the Target Benchmark. The Fund invests its assets directly, or indirectly through Derivatives or Collective Investment Schemes in the following: between 30% and 70% in shares in companies which are, at the time of purchase, listed. These comprise direct investment in shares or equity related securities; between 20% and 70% in bonds which will be, at the time of purchase, investment grade; and up to 10% in cash.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Growth chart of 1,000
Please note that past performance is not a reliable indicator of future returns. The Growth of 1,000 chart shows growth of the asset based on an initial investment of 1,000 over a set period, using the actual daily returns for the asset over that period. It is plotted in the base currency of the fund (for example GBP, Euros or Dollars) which is the same as the price currency at top of this page. If the price currency is anything other than pound sterling the performance return may increase/decrease because of currency fluctuations.
