MFM Slater Income A Acc
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 156.85||Day Change||GBX +0.48 (0.31%)|
|Price Date||8 Dec 2016||Crown Rating|
|Shares Class||Inc.||Yield||4.75 %|
|Total Expense Ratio||0.00||Fund Size||111,190,748.22|
|Launch Date||19/09/2011||Standard Initial Charge (%)||5.25|
|Annual Management Charge (%)||1.50||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00BYV2HN48||Min TopUp (£)||1,000.00|
To produce an attractive and increasing level of income in addition to seeking long term capital growth from a portfolio of investments. The investment team actively manages the portfolio. They may invest in ordinary, preference and convertible shares.
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.