Growth
Slater Growth

Fund Codes

Class B

  • SEDOL: B8YPGL9
  • ISIN: GB00B8YPGL91

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, JISAs and SIPPs
  • 1.0% initial charge (class B)
  • 1.00% annual management charge (class B)
  • 1.05% ongoing charges (class B)

Investment Style

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

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

Contact

Ralph Baber, co-founder of Slater Investments Ltd, is responsible for Institutional Relationships and can be contacted on 020 7220 9460 or via the email form below.