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Santander Multi Index Fund 3 Retail Accumulation

Ranked 147 out of 403 in - Balanced GBP over 12 months
All calculations are in USD unless stated

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

Objective

The investment objective of the Fund is to increase the value of your investment, through a combination of income and capital growth by investing predominantly in passive, index tracking collective investment schemes. The Fund will invest predominantly in underlying passive, index tracking collective investment schemes which are themselves invested predominantly in global equities and fixed income securities. The Funds exposure to global equities will never exceed 70%. The Fund may also invest in money-market instruments, deposits, cash and near cash and may also invest in derivatives and forward transactions for efficient portfolio management (including hedging).

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Balanced GBP over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5%
2017 19.0% 4.4% 5.3% 3.6% 4.5%
2016 -3.4% 4.1% -3.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date15/03/2016
  • Share Class size06Mn
  • Base currencyGBP
  • ISIN GB00BYWVLM75

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Annual management0.40%

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