Quick Stats

Bid Price GBX 236.30 Offer Price GBX 239.29
Mid Price - Day Change GBX +2.10 (0.90%)
Price Date 17 Nov 2017 Crown Rating 4
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.83 Fund Size 37,522,557.08
Launch Date 10/03/2003 Standard Initial Charge (%) 1.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 5,000,000.00 Total Expense Ratio (%) 0.83
ISIN GB00B90KTC71 Min TopUp (£) 1,000.00

Fund Objective

To seek long term capital growth, principally through investment in UK Companies.

Fund Managers

Mark Slater
Mark co-founded Slater Investments, the specialist UK equity fund manager, in 1994. The company manages a hedge fund, three unit trusts and portfolios for large pension schemes, high net worth individuals and charities. The company’s core methodology focuses on selecting companies able to produce reliable, above-average earnings growth supported by healthy cash flow. Shares in these companies are only acquired when the PE ratio is attractive in relation to the growth rate - i.e. when the PEG is relatively low. This approach has produced strong gains over the years, outperforming stock market indices by a substantial margin, with the company’s growth fund winning numerous industry awards. The company’s equity income strategy, pursued over the past ten years, has also performed strongly with exceptionally low volatility. Mark was awarded 2014 Fund Manager of the Year by City A.M. He is one of the top performing UK fund managers during his career and recently won Overall UK Hedge Fund Manager of the Year 2014 (Acquisition International), Best Performing UK Fund 2014 (Wealth & Finance International), Best Fund Manager Over Three Years 2013 (Professional Adviser) and UK Growth Winner 2012 (Money Observer). Slater Investments was voted Boutique Wealth Manager of the Year in 2014 (Acquisition International) and 2012 (Spears). During his career, Mark has served on the boards of four public companies in which he has been a substantial shareholder. Mark has an MA in History from Cambridge University.