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[Commentary] Slater Growth Fund – Interim Report for the six months to 30th June 2020

For a PDF of the Full Report, please click here. Performance Six months 1 year 3 years 5 years Since launch* Slater Growth Fund P unit class -11.55% +3.48% +16.76% +45.10% +472.32% Investment Association (IA) OE UK All Companies -17.74% -11.02% -4.91% +11.95% +135.38% *A unit class launched 30 March 2005 Overview The six months

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Saving with a SIPP at Slater Investments

Freedom is great but it also brings complications. Decisions, decisions. Pensions freedom means savers can put money in their pensions plans and only draw down the amount when they need it. Previously everyone was forced to buy an annuity on retirement. With interest rates nailed to the floor, this meant even large-seeming pension pots produced

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[Commentary] Slater Recovery Fund – Interim Report for the six months to 31st May 2020

For a PDF of the Full Report, please click here. Performance Six months 1 year 3 years 5 years Since launch* Slater Recovery Fund P unit class -4.87% +0.06% +21.08% +57.99% +425.04% Investment Association (IA) OE UK Equity Income -15.17% -9.31% -7.76% +5.90% +244.37% *A unit class launched 10 March 2003 Overview These were six

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[Commentary] Slater Income Fund – Annual Report for the year to 30th April 2020

For a PDF of the Full Report, please click here. Performance Six months 1 year 3 years 5 years Since launch* Slater Income Fund P Inc share class -17.94% -19.12% -16.74% -4.08%% +49.84% Investment Association (IA) OE UK Equity Income -16.46% -16.64%% -11.60%% +0.56%% +37.44% *A share class launch 19 September 2011 Overview and Outlook

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[Commentary] Slater Growth Fund – Annual Report for the year to 31st December 2019

For a PDF of the Full Report, please click here. Performance Six months 1 year 3 years 5 years Since launch* Slater Growth Fund P unit class +16.99% +37.87% +53.18% +77.42% +549.60% Investment Association (IA) OE UK All Companies +8.16% +22.37% +24.00% +44.18% +186.13% *A unit class launch 30 March 2005 We are pleased with

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[ESG] Open Letter to all Slater Holdings

At the end of December 2019, Slater Investments sent a letter to the Chair of the Remuneration Committee for each of our holdings on the subject of Directors’ Remuneration. Please find the text of below: Dear Chair, Directors’ remuneration We write to set out our dissatisfaction with the framework of directors’ remuneration in most public

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[Commentary] Slater Recovery Fund – Annual Report for the year to 30th November 2019

For a PDF of the Full Report, please click here.   Performance Six months 1 year 3 years 5 years Since launch* Slater Recovery Fund P unit class +5.18% +17.93% +56.28% +73.55% +454.08% Investment Association (IA) OE UK All Companies +6.90% +12.43% +24.10% +38.43% 305.99% *A unit class launch 10 March 2003   Bid prices

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[Commentary] Slater Income Fund – Interim Report for the six months to 31st October 2019

For a PDF of the Full Report, please click here. Objective The investment objective of the Fund is to produce an attractive and increasing level of income whilst additionally seeking long term capital growth by investing predominantly in shares of UK listed equities. Fund Performance During the half year the Slater Income Fund returned -1.43%,

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