Santander Max 70% Shares Unit Trust RA

IMA Sector:

Mixed Investment 40-85% Shares

ISIN:

GB0006069255

Fund Type:

Unit Trust

270.30p
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: 24-Jul-2025
  • Change: 1.20p
  • Change %: 0.45%
  • Currency: GBP
  • YTD change: 13.30p
  • YTD %: 5.18%

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 24-Jul-2025
NAV 270.30p
Currency GBP
Change 1.20p
% 0.45%
YTD change 13.30p
YTD % 5.18%

Fund Facts

Fund Inception 26/03/1999
Fund Manager Ken Wood
TER -

Fund Reports

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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