Santander Max 70% Shares Portfolio RA

Category GBP Allocation 60-80% Equity

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Last buy/sell price

374.10p

arrow-up1.50p (+0.40%)

Fund Code

B3KKWJ3

GB00B3KKWJ34

Prices updated as at 30 Apr 2025
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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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerJames Ind
390.8
349.5
Fund comparative indexMSCI Japan GR GBP
Unclassified Sector
-
0.67
0.09
-
GBP Allocation 60-80% Equity
No
Fund providerSantander Asset Management UK Limited
Share class launch date11 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.


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