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Santander Max 30% Shares Income Portfolio SI (0P00015E2G.L)

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Santander Max 30% Shares Income Portfolio SI

287 St Vincent Street

Management Information
,Lead Manager since September 1, 2018
Ignacio Barreras joined Santander Asset Management in January 2011 and is a Fund Manager at the Multi Asset Solutions department. Since joining the team he has contributed to the development of the investment process and product range, managing a diverse set of portfolios with different investment strategies across different jurisdictions. Ignacio holds a Licenciatura & Master (Bachelor & Masters) in Business Administration, majoring in Finance, from Esade (Barcelona), and Masters in Economics from HEC Paris. He is also a CFA charterholder since 2014.
Morningstar Style Box
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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

Fund FamilySantander Asset Management UK Limited
Net Assets59.32M
YTD Return-1.35%
Morningstar Rating★★★
Inception DateFeb 18, 2015

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P00015E2G.LCategory Average
Annual Report Expense Ratio (net)0.00%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 LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A