Slater Growth Fund

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Slater

Growth
FUND
The investment objective of the Slater Growth Fund is to seek long term capital growth, principally through investment in UK Companies. The Fund will focus in particular on shares which the Manager believes are currently under-valued and that have the potential of a significant re-rating.
SEDOL: B0706C6
ISIN: GB00B0706C66

Key Stats - Class A

Manager: Mark Slater
Launch Date: 30/03/2005
Fund Type: Authorised Unit Trust
IA Sector: UK All Companies
Unit Type: Accumulation
Pricing: Daily

1.55% Ongoing Charges (OCF)
1.50% Annual Management Charges (Included in OCF)

Investment Style

This is a “pure” growth fund. We run an initial computer screen of our universe that uses a number of relevant criteria including:

– Price to Earnings Growth Ratio (PEG)
– ESG screening
– Sustainable earnings growth
– Strong cash flow
– Competitive advantage (moat)
– Pricing power
– Positive recent trading statement
– Cluster buying by directors

If we are still interested in a company after having thoroughly explored the above criteria and much deliberation in house, we will meet with company’s senior management. This not only allows us to assess the management team themselves, but we are provided with a platform to focus on understanding both the opportunities and risks facing the business in the future and the visibility of earnings and margins. If, and only if, we think all boxes have been ticked will we invest in a company.

Factsheets

  • A Accumulation
    A Accumulation
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  • P Accumulation
    P Accumulation
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Application Forms

  • General Application Form
    General Application Form
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  • Corporate Application Form
    Corporate Application Form
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  • ISA Application Form
    ISA Application Form
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  • ISA Transfer Form
    ISA Transfer Form
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  • JISA Application Form
    JISA Application Form
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  • JISA Transfer Form
    JISA Transfer Form
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Key Investor Information Documents

  • Class A Units
    Class A Units
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  • Class B Units
    Class B Units
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  • Class P Units
    Class P Units
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Important Documentation

  • Supplementary Information Document
    Supplementary Information Document
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  • Prospectus
    Prospectus
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Terms & Conditions

  • Slater Investments T&Cs
    Slater Investments T&Cs
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  • ISA T&Cs
    ISA T&Cs
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  • JISA T&Cs
    JISA T&Cs
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Reports

  • Annual Report
    Annual Report
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  • Interim Report
    Interim Report
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