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SANTANDER MM BALANCED - Portfolio

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Find rated mixed investment 20-60% shares funds


Asset allocation

santander mm balanced asset allocation illustration
Allocation Proportion
Equity 55%
High yield bonds
Quality bonds 45%
Property
Commodities
Hedge
Fund cash

Equity Geographic

santander mm balanced equity geographic illustration
Allocation Proportion
UK 50%
Europe 16%
Nth America 16%
Japan 8%
Pacific 10%
Other Equity

Equity Capitalisation

santander mm balanced equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Top 10 holdings

As at: 28/02/2007
8.9% Santander Multimanager North America A
8.88% Santander Multimanager Uk Growth A
8.86% Santander Multimanager Uk Equity A
8.86% Santander Multimanager Uk Balanced A
8.69% Renfield European Equity
8.42% Santander Bond Monthly Distributor A
7.33% Santander Bond Quarterly Distributor A
7.32% Santander Multimanager Fixed Interest Quarterly A Inc
7.32% Santander Multimanager Bond Bi Monthly Distributor A
7.31% Santander Fixed Interest Bi Monthly A Inc
Source: Trustnet

Equity by sector

No data available.

As at: 31/03/2006
72.5% UK
9.17% Europe ex UK
9.17% USA
5.5% Pacific ex-Japan
3.66% Japan
Source: Trustnet

Portfolio details


No information available.

Constraints


No information available.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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