SANTANDER BALANCED PORTFOLIO GROWTH - Fund overview
No Bestinvest rating
Find rated mixed investment 40-85% shares funds
Overview of
SANTANDER BALANCED PORTFOLIO GROWTH
This balanced fund appears to be managed conservatively given the large amount of stocks it holds (circa 450) and this appears to have held performance back. It should be noted that the investment style is generally growth.
Standard Initial Charge
4.00% 4.00%
Fund summary
| Sector |
Mixed Investment 40-85% Shares
|
| Product type |
UNIT TRUST
|
| Launched |
March, 1999
|
| Size |
£351m
|
| Yield |
2.2%
|
| Charging basis |
–
|
| Dividends paid |
Jan, Jul.
|
| Bid price |
133.80p |
Fund Charges
|
Standard Initial charge
|
4.00%
|
|
Initial charge via Bestinvest
|
4.00%
|
|
Additional bid/offer spread
|
0.00%
|
|
Annual management charge
|
1.25%
|
|
Total expense ratio
|
1.36%
|
|
Reduction in yield (10yr)
|
1.76%
|