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Santander Max 70% Shares Unit Trust RI (0P0000HKFW.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
184.500.00 (0.00%)
At close: 08:00PM GMT
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Santander Max 70% Shares Unit Trust RI

287 St Vincent Street

Management Information
Tom Caddick,Lead Manager since January 17, 2011
Tom Caddick, Head of Global Multi Asset Solutions, joined Santander Asset Management in early 2011 and has overall department responsibility and heading a team. Tom was previously Head of Multi Manager and Fund Selection at LV=Asset Management. Before joining LV, Tom was a Fund Manager at F&C Asset Management. Tom holds a BA (Hons) degree in Accounting and Finance.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryN/A
Fund FamilySantander Asset Management UK Limited
Net Assets332.77M
YTD Return-11.98%
Yield1.14%
Morningstar Rating★★★
Inception DateApr 13, 2007

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P0000HKFW.LCategory Average
Annual Report Expense Ratio (net)1.30%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load0.00%N/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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