Santos

Ranked 100 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Objective

To achieve long term growth of capital primarily through investment in stocks (which may include fixed interest stocks) and shares in the UK and overseas stock markets.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 30/04/2018 - 30/04/2019
  • Rank 100/262 Total Return
  • Rank 106/262 Standard Deviation
  • Rank 161/262 Max Drawdown
Fund Name Currency Loss
159 Architas MA Passive Growth R Acc GBP

-9.7%

160 LF Greenmount Inc GBP

-9.7%

161 Santos GBP

-9.7%

162 Omnis Managed Balanced B Acc GBP

-9.8%

163 Ilex Growth Acc GBP

-9.8%

163 Marlborough Balanced GBP

-9.8%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.5%
2018 -5.8% -3.7% 6.3% 1.3% -9.1%
2017 12.1% 4.8% 1.4% 2.1% 3.2%
2016 12.4% 0.9% 3.4% 7.3% 0.4%
2015 4.1% 4.7% -1.8% -2.9% 4.2%
2014 8.4% 0.9% 2.3% 2.1% 2.9%
2013 10.0% 6.6% -2.5% 2.2% 3.5%
2012 8.6% 2.7% 0.2% 3.9% 1.5%
2011 -4.1% -0.9% 2.1% -8.6% 3.8%
2010 21.9% -1.8% -3.5% 10.3% 16.6%
2009 18.5% -9.4% 15.1% 14.1% -0.3%
2008 -35.6% -9.9% -2.5% -15.5% -13.1%
2007 -0.7% -0.7% 6.4% -2.9% -3.2%
2006 7.7% 7.4% -6.2% 0.7% 6.1%
2005 19.5% 2.9% 3.3% 8.1% 4.0%
2004 9.1% -1.6% 2.5% 2.1% 6.0%
2003 23.0% -2.7% 11.6% 8.6% 4.3%
2002 3.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date03/07/2002
  • Share Class size14Mn
  • Base currencyGBP
  • ISIN IE0031482866

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.00%
  • Initial investment5.00%

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