Inscape - Managing Your Investment

We will continue to manage your portfolio on a day-to-day basis to ensure that you stay on target to achieve your objectives.

A clear, representative benchmark

We manage your portfolio against a clear, representative benchmark. This combines the indices of all the markets that you are invested in (for example, the FT-A All Share Index for UK shares) in the proportion that they feature in your portfolio.

This does not represent an actual Inscape portfolio and is for illustrative purposes only.

Managing your Investment

Keeping the balance right

If the shape of your portfolio is pushed significantly out of line as a result of market movements, we may take the decision to rebalance it.

Thanks to the way that we construct portfolios - using a series of individual sub-funds, investing in different markets, within a single ‘umbrella’ fund structure – we can do this in a very non-disruptive and cost-effective way. In most cases, all we will have to do to restore the right balance to your portfolio is make minor adjustments to the holdings you have in different sub-funds, increasing some and decreasing others.

This contrasts with less flexible types of investment fund, where the only option would be to sell your entire holding and start again.

Your changing requirements

In the same way, we can change the balance of your portfolio to reflect your changing needs.

Your Client Relationship Manager will contact you on a regular basis to discuss your circumstances and requirements.


Santander Portfolio Management UK Limited is a wholly owned subsidiary of Santander Asset Management UK Holdings Limited. Registered in England No.3839455 at: Abbey National House, 2 Triton Square, Regent 's Place, London, NW1 3AN, United Kingdom. Telephone 0845 60 55 600 calls may be recorded or monitored. Authorised and regulated by the Financial Services Authority for the provision of investment management services. Abbey National plc advises on mortgages, a limited range of life assurance, pension and collective investment scheme products and acts as an insurance intermediary for general insurance.