Investment Objective

The investment objective of the Slater Growth Fund is to achieve long-term capital growth by investing in attractively priced companies that exhibit superior, sustainable growth potential.

Fund Facts

• Launched in March 2005
• Concentrated portfolio of 25-50 stocks
• The primary valuation tool used in portfolio selection is the PEG (price to earnings growth) ratio
• Invested primarily in UK equities, although overseas equities may be held
• Available in ISAs and SIPPs
• Initial charge: 5.25% (class A), 1.00% (class B)
• Annual management charge: 1.50% (class A), 1.00% (class B)
• Ongoing charges: 1.55% (class A), 1.05% (class B)

Investment Style

The primary valuation tool utilised in portfolio selection is the PEG (price to earnings growth) ratio. Additionally, we look for the following characteristics when screening for possible growth investments:

• Sustainable and above-average earnings growth investment prospects
• Strong cash flow
• A competitive advantage - a high market share, brand name or something which adds to our confidence in the growth investment outlook
• A positive recent trading statement
• An absence of heavy directors' selling and ideally some recent directors' buying

Get in touch

Lisa Letham is responsible for Financial Advisor relationships and can be contacted on 020 7220 9365.