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Santander Max 30% Shares Portfolio SA

Fund

ISIN GB00BVDPJ344 / Valor null

NAV (2026-02-27)
GBP 2.05+0.15%

Santander Max 30% Shares Portfolio SA
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The Santander Max 30% Shares Portfolio primarily invests 60% to 90% in a diverse range of bonds issued by companies, supranationals, and the UK Government, including up to 15% in lower-grade non-sovereign bonds. Additionally, the portfolio allocates 10% to 30% to company shares and equity-related securities, and holds up to 10% in cash. It has a global investment approach, allowing up to 15% in non-developed markets through direct investments, index tracking funds, or derivatives. This balanced mix aims to provide capital growth and potential income over the long term.

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bonds capital growth ice bofa global high yield index msci europe ex-uk index msci usa index msci uk index sterling overnight index average markit iboxx sterling non gilts index ice bofa uk gilts all stocks index

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OTHER SHARE CLASSES OF THIS FUND

Santander Max 30% Shares Portfolio RA
Santander Max 30% Shares Portfolio RA Santander Max 30% Shares Portfolio RA
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Annual Return

-50%0%+50%

Risk level

110
0.14%GBP 2.13