The MyWealth fund range
A solution to grow your long term wealth within a risk targeted framework
What are the Santander MyWealth funds?
4 risk targeted funds, designed to meet long term investment goals*
- Managed by the experts at Santander Asset Management
- Investing mainly in passive funds**
- Competitively priced***
Diversified across a range of asset classes
Rebalanced in line with long term risk expectations
Monitored by our fund managers and independent oversight to deliver the fund objectives
*If the investor sells their investment in the Fund within the 5+ year time horizon, the investment objective may not have been achieved.
**Passively managed funds track a market-weighted index.
***The funds have an annual management charge ranging from 0.30% to 0.33% and an overall charge for the fund capped at 0.47%.
What does risk targeted mean?
Risk targeted funds are managed to stay within a specific range of volatility of risk
Put simply, the range of volatility a fund targets tells us how much we expect its price could move
Targeting higher volatility
- The fund price will be more variable day to day
- Should achieve higher returns over the long term
- Could experience bigger losses in the short term
Targeting lower volatility
- The fund price will be more stable day to day
- Should achieve lower returns over the longer term
- Should lose less when stock market conditions are challenging
Further reading
Important Information
The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results. This webpage relates to the range of MyWealth OEIC funds. For more information on individual the MyWealth funds, their risks and objectives please refer to the Key Investor Information Document or the Prospectus. The MyWealth funds are not managed to a particular benchmark. Santander Asset Management UK has not considered the suitability of investment against your individual needs and risk tolerance.
All information is sourced, issued, and approved by Santander Asset Management UK Limited (Company Registration No. SC106669). Registered in Scotland at 287 St Vincent Street, Glasgow G2 5NB, United Kingdom. Authorised and regulated by the FCA. FCA registered number 122491. You can check this on the Financial Services Register by visiting the FCA’s website www.fca.org.uk/register.
Santander and the flame logo are registered trademarks. www.santanderassetmanagement.co.uk