Santander UK Growth

Ranked 122 out of 256 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Graham Ashby

Graham Ashby has been managing funds for over 25 years and currently manages funds at Santander AM where he joined in 2015. He is a product of Crown Financial Management's graduate trainee programme, where he worked as an investment analyst between 1988 and 1993. He followed this with a year at Friends Provident and got his first fund management role with DWS in 1994. In 2006 he joined Sarasin Chiswell and in 2007 he moved to Credit Suisse Asset Management. Prior joining to Santander AM, he was head of UK equities at LV= Asset Management. Graham gained a physics degree from Nottingham University and is an associate member of the Society of Investment Professionals (ASIP). Away from fund management Ashby is a family man who loves to spend time with his three children. He is a big hockey and skiing fan and has been known to enjoy the odd German beer or two.

Objective

The objective of the Scheme is to produce both income and capital growth, by investing mainly in a diversified portfolio of UK quoted securities. Investment will primarily be in the United Kingdom of Great Britain and Northern Ireland.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/05/2018 - 31/05/2019
  • Rank 122/256 Total Return
  • Rank 212/256 Standard Deviation
  • Rank 194/256 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.6%
2018 -12.8% -5.0% 8.5% -0.5% -15.0%
2017 13.0% 4.9% 2.2% 1.9% 3.6%
2016 4.1% -4.4% -4.5% 9.8% 3.9%
2015 9.2% 4.1% 0.7% -2.2% 6.6%
2014 -3.9% -2.4% 1.2% -1.2% -1.5%
2013 19.4% 9.9% -1.8% 4.3% 6.1%
2012 8.6% 5.4% -2.8% 3.8% 2.2%
2011 -3.8% 1.5% -0.7% -12.2% 8.8%
2010 14.1% 5.5% -11.9% 12.8% 8.8%
2009 29.5% -9.9% 13.9% 20.7% 4.7%
2008 -28.2% -9.6% -0.5% -12.8% -8.6%
2007 4.9% 1.9% 3.0% -1.0% 1.0%
2006 15.6% 8.3% -2.1% 3.0% 5.9%
2005 20.5% 2.9% 4.2% 7.9% 4.2%
2004 10.8% 0.8% 0.9% 2.6% 6.2%
2003 14.8% -7.0% 11.4% 2.6% 8.0%
2002 -24.5% 1.3% -12.8% -17.5% 3.7%
2001 -15.9% -9.9% -0.8% -13.7% 9.0%
2000 -9.8% -4.7% -3.1% 2.7% -4.8%
1999 24.3% 7.8% 2.3% -5.1% 18.8%
1998 14.7% 15.2% -0.4% -13.2% 15.3%
1997 24.3% 5.2% 5.2% 13.2% -0.7%
1996 17.4% 3.1% 3.3% 6.0% 4.0%
1995 5.1% 8.6% 5.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
Royal Dutch Shell Plc B ORD 5.55%
Ashtead Group PLC ORD 4.67%
British American Tobacco PLC ORD 3.88%
Prudential PLC ORD 3.45%
Diageo PLC ORD 3.20%
Rio Tinto PLC ORD 3.12%
Berkeley Group Holdings PLC ORD 3.02%
Mondi PLC ORD 2.96%
Dnb ASA ORD 2.91%
Softcat PLC ORD 2.89%
30/04/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/03/1995
  • Share Class size717Mn
  • Base currencyGBP
  • ISIN GB0000353259

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Annual management0.85%
  • Initial investment1.25%

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