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RISK WARNING - Slater Investments does not offer investment advice or make any recommendations regarding the suitability of its products. No information contained within this website should be construed as advice. Should you feel you need advice, please contact a financial adviser. Past performance is not necessarily a guide to future performance. The value of investments and the income from them may fall as well as rise and be affected by changes in exchange rates, and you may not get back the amount of your original investment.

Slater Investments
Private Investors

Our Ability is Your Stability

Awards & Ratings

Growth
Slater Growth Fund

Fund Codes

SEDOL: B0706C6
ISIN: GB00B0706C66

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
Invested primarily in UK equities, although overseas equities may be held
Available in ISAs, JISAs and SIPPs
5.25% initial charge
1.50% annual management charge
1.55% ongoing charges

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