Santander Multi Index Fund 3 Retail Accumulation
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.
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).
Performance
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Rank 147/403 Total Return
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Rank 215/403 Standard Deviation
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Rank 267/403 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 145 | FP 8AM Multi-Strategy Portfolio I A Inc | USD | 13.5% |
| 145 | FP Verbatim Portfolio 5 Growth A Acc | USD | 13.5% |
| 147 | Santander Multi Index Fund 3 Retail Accumulation | USD | 13.5% |
| 148 | NFU Mutual Mixed 20-60% B Inc | USD | 13.4% |
| 149 | TM UBS (UK) - Global Growth B Acc | USD | 13.4% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 215 | Santander Multi Index Fund 3 Retail Accumulation | USD | 8.9 |
| 216 | Architas MA Passive Progressive R Acc | USD | 8.9 |
| 216 | SVS TPI Cautious 2 Income A Acc | USD | 8.9 |
| 216 | Standard Life Inv Myfolio Managed III Ret Acc | USD | 8.9 |
| 216 | Thesis Wharton Inc | USD | 8.9 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 267 | Santander Multi Index Fund 3 Retail Accumulation | USD | -5.3% |
| 267 | SVS Cornelian Managed Income E Acc | USD | -5.3% |
| 269 | Aurinko Acc | USD | -5.3% |
| View full league table | |||
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
- United Kingdom
Fund Info
- Launch date15/03/2016
- Share Class size06Mn
- Base currencyGBP
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ISIN GB00BYWVLM75
Purchase Info
- Min. initial investment500
- Min. regular additional investment0
Charges
- Annual management0.40%