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Fund Name: Santander Max 70% Shares Unit Trust RA

IMA Sector:
Mixed Investment 40-85% Shares
ISIN:
GB0006069255
Fund Type:
Unit Trust
CAT Std:
ISA:
PEP:
Price:
273.00p

Fund Objective

To achieve above average returns over the longer term.

Fund Performance

FTSE 100 FTSE 100 Fund Fund
5 year Santander Max 70% Shares Unit Trust RA
3 year Santander Max 70% Shares Unit Trust RA
1 Year Santander Max 70% Shares Unit Trust RA
6 Month Santander Max 70% Shares Unit Trust RA
1 Month Santander Max 70% Shares Unit Trust RA

Top 10 Holdings

Name % Net Assets
No holding data available.

Holdings Breakdown

No holdings data available.

Note 1: Forecast figures based on normalised accounts.

 

Price Info

Date 20-Aug-2025
NAV 273.00p
Currency GBP
Change 0.40p
% 0.15%
YTD change 16.00p
YTD % 6.23%

Fund Facts

Fund Inception 26/03/1999
Fund Manager Ken Wood
Minimum Investment
Initial £500
Additional n/a
Savings £25
Charges
Initial 4.00%
Annual Mang't 1.25%
Exit n/a

Risks

Name %
Standard deviation 0.01
Sharpe ratio 0.07

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