Segregated Mandates

Segregated Mandates
We offer a number of personalised investment management solutions for investors who wish to have their own personal account and ensure these are tailored to the individual needs of our clients.
SEDOL: B0706c6
ISIN: GB00B0706C66

Fund objective

Slater Investments Limited offers a number of personalised investment management solutions for investors who wish to have their own personal account with dedicated discretionary management.

The team at Slater Investments works hard to understand the individual needs of our clients. We are proud of the high quality of service that each of our clients receives and we work hard to uphold the trust and confidence that is such an integral component of our working relationships. Consequently, we do not limit the amount of assets under management but the number of relationships that we take on.

Key Stats

Launched in March 2005
Concentrated portfolio of 25-50 stocks
Invested primarily in UK equities, although overseas equalities may be held
Available in ISAs, JISAs and SIPPs
5,25% initial charge
1,50% annual management charge
1,55% ongoing charges

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Investment style

For those who are willing to invest £5 million or more, we will construct a customised portfolio to suit your individual needs, whilst you directly benefit from the investment philosophy of Slater Investments. We also offer private unit trusts to families and high net worth individuals.

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