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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bondscapital growthice bofa global high yield indexmsci europe ex-uk indexmsci usa indexmsci uk indexsterling overnight index averagemarkit iboxx sterling non gilts indexice bofa uk gilts all stocks index
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Santander Max 30% Shares Portfolio RA
Santander Max 30% Shares Portfolio RA
Santander Max 30% Shares Portfolio RA