Santander Max 70% Shares Portfolio RA

Category GBP Allocation 60-80% Equity

Last buy/sell price

419.60p

arrow-up0.40p (+0.10%)

Fund Code

B3KKWJ3

GB00B3KKWJ34

Prices updated as at 11 Dec 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.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	James Ind
	425.6
	349.5
Fund comparative index	MSCI Japan GR GBP
	Unclassified Sector
	-
	0.67
	0.09
	-
	GBP Allocation 60-80% Equity
	No
Fund provider	Santander Asset Management UK Limited
Share class launch date	11 Dec 2008
	£1.17b
	-
	-
	-
	Quarterly

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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