Santander Max 70% Shares Portfolio RA
Category GBP Allocation 60-80% Equity
Last buy/sell price
378.80p
0.10p (+0.03%)
Fund Code
B3KKWJ3
GB00B3KKWJ34
Prices updated as at 15 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
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | James Ind |
| 390.8 | |
| 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 |
| £1.10b | |
| - | |
| - | |
| - | |
| 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.
