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Santander Max 70% Shares Portfolio Retail Acc

Ranked 222 out of 362 in - Balanced GBP over 12 months
All calculations are in GBP

Managed by

Tom Caddick

Tom Caddick was born in Sevenoaks, Kent in 1975. He attended the University of West of England where he gained a degree in accounting and finance. Tom started his career in 1998 as an investment manager at Ashcourt Asset Management. He then joined Principal Asset Management in 2001 in the same position. In 2004 he moved to F&C, before joining Liverpool Victoria Asset Management at the end of 2007. He then joined Santander Asset Management in 2010 and runs a range of fund of funds. Tom has been running funds for over 12 years and holds the Investment Management Certificate (IMC). Outside of fund managment he enjoys spending time with his family, tennis, rugby and music.

Toby Vaughan


The fund's investment objective is to produce an attractive level of return from a portfolio invested in a diversified range of fixed interest investments and equities, with no more than 70% in equities. This exposure can be achieved directly or through investment in collective investment schemes. Investments will also be made in other permitted assets as described in the prospectus, including but not limited to fixed interest investments, warrants and derivatives.


Balanced GBP over : 31/12/2013 - 31/12/2014

Total Return

Quarterly Performance

to 31/12/2014 Annual Q1 Q2 Q3 Q4
2014 4.7% 0.2% 0.8% 0.9% 2.8%
2013 12.4% 6.1% -0.4% 3.4% 3.0%
2012 10.5% 5.5% -2.7% 4.5% 3.0%
2011 -2.8% 0.9% -0.2% -7.9% 4.8%
2010 10.8% 5.3% -5.6% 7.2% 4.0%
2009 15.4% -8.9% 8.9% 14.3% 1.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Santander Corp Bd GBP Inst Acc 14.24
Santander UK Growth Inst Acc 8.24
M&G Optimal Income A Inc 7.96
JPM US Select Equity C Dis GBP 5.98
BlackRock European Dynamic A Acc 5.62
BNY Mellon Absolute Return Equity S GBP Acc 4.82
BlackRock UK Equity A Acc 4.18
Nomura Funds Ireland-Japan Strategic Value I GBP 4.17
iShares FTSE 100 UCITS ETF (Dist) 3.55
Robeco US Premium Equities IE GBP 3.27

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date11/12/2008
  • Share Class size861Mn
  • Base currencyGBP

Purchase Info

  • Min. initial investment500
  • Min. additional investment25


  • Annual management1.1%

Related News

Santander launches five-strong multi-manager fund range

The range will be managed by Tom Caddick and Toby Vaughan. 

LV=AM's multi-manager head Caddick to join Santander

LV=AM's Tom Caddick has resigned to join Santander Asset Management's multi-manager team.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).