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Santander Enhanced Income Portfolio

Ranked 47 out of 109 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Graham Ashby

Graham Ashby has been managing funds for over 25 years and currently manages funds at Santander AM where he joined in 2015. He is a product of Crown Financial Management's graduate trainee programme, where he worked as an investment analyst between 1988 and 1993. He followed this with a year at Friends Provident and got his first fund management role with DWS in 1994. In 2006 he joined Sarasin Chiswell and in 2007 he moved to Credit Suisse Asset Management. Prior joining to Santander AM, he was head of UK equities at LV= Asset Management. Graham gained a physics degree from Nottingham University and is an associate member of the Society of Investment Professionals (ASIP). Away from fund management Ashby is a family man who loves to spend time with his three children. He is a big hockey and skiing fan and has been known to enjoy the odd German beer or two.

Objective

The aim of the Fund is to provide investors with enhanced income returns, and holdings are likely to include but are not limited to UK shares, sale of covered call options, UK Fixed Interest Securities (from time to time) and cash deposits. Investment may also be in a mixture of collective investment schemes and other assets described in the prospectus, including but not limited to fixed interest investments, warrants and derivatives.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.1%
2017 12.8% 5.0% 1.9% 1.5% 3.9%
2016 4.0% -2.4% -2.9% 8.0% 1.6%
2015 9.1% 4.5% 1.1% -1.8% 5.2%
2014 3.4% 2.2% 1.3% -0.8% 0.8%
2013 15.0% 6.6% -1.4% 4.1% 5.1%
2012 12.2% 5.7% -2.2% 6.3% 2.2%
2011 -3.4% 2.6% 1.9% -11.5% 4.5%
2010 9.1% 4.3% -9.2% 9.7% 5.0%
2009 18.6% 2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/04/2009
  • Share Class size33Mn
  • Base currencyGBP
  • ISIN GB00B3RJGR97

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment150

Charges

  • Annual management1.65%
  • Initial investment1.65

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