How do Santander Asset Management Investment Funds work?

Santander AM: How do Santander Asset Management investment funds work?

The manager is present in 10 countries such as Spain, United Kingdom, Germany, Poland, Portugal, Luxembourg, Brazil, Mexico, Chile and Argentina, Assets under management of 192,000 million euros and employs 820 international professionals. The entity has a clear management business for retail clients and is considered a top manager in Spain with 51 years of experience in the sector.

In recent years, Santander AM has significantly focused investments under Environment, Social and Governance (ASG) norms And it has just launched a new alternative fund manager after reaching €2,000 million. The entity is looking to gain international share in this segment and already has a total of 22 financial vehicles.

The entity currently has 279 investment funds Among them are several vehicles such as the Santander Selección RV North America, which yields annualized returns of 8.26% over five years and 9.78% over ten years. According to data from Morningstar, Santander Secaves has the best three-year yearly gain in Santander AM Brazilian equity with 32.44% and in the last twelve months, Santander AM European equity opportunity stands with 31.85%.

The Santander Selección RV North America Fund invests through most of its assets Collective Investment Institutions (IICs) of a financial nature (minimum 50%), The fund’s core holdings include the Amundi IS S&P 500 ETF at 14.45%, the Invesco S&P 500 ETF at 14.33%, the iShares S&P 500 Swap ETF USD ACC at 13.04%, and the Extractors S&P 500 Swaps ETF 1C at 11.12%. and UBS ETF MSCI USA Value. USD A with 7.74% dis. The fund’s current expense ratio stands at 2.69%.

The Santander SICAV Santander AM Brazilian Equity I product aims to provide medium and long-term capital growth through diversified and active portfolio management in shares issued primarily in companies domiciled in Brazil. The fund’s current expense ratio reaches 1.29%.

Lastly, the Santander AM European Equity Opportunities Fund is a European equity vehicle that can invest in companies across various capitalizations. Its main positions are the shares of Indra with 6.99%, the French company specializing in the field of electrical, mechanical and climatic engineering, energy and communication network SPIE with 6.07%, Vocento with 6, 04%, the Italian industrial group CIR with 5.49 . % and the Austrian industrial company Andritz with 5.14%. Current expenditure reaches 1.18%.