Slater Recovery P Acc
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.83 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.83 |
Cumulative Performance
Discrete Performance
| Fund Size | 147,850,000.00 | Launch Date | 04/04/2003 | Standard Initial Charge (%) | 1.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 0.75 |
| Sector | IMA UK Equity Income | Min Investment (£) | 5,000,000.00 | Total Expense Ratio (%) | 0.83 |
| ISIN | GB00B90KTC71 | Min Topup (£) | 1,000.00 | Ongoing Charge (%) | 0.8100 (on 18/01/2021) |
The objective of the Slater Recovery Fund is to achieve long-term capital growth, principally through investment in UK companies. The Fund has a core of growth that is supplemented by other strategies.
Mark Slater
Mark Slater co-founded Slater Investments in 1994 with Ralph Baber and is Chairman and Chief Investment Officer of Slater Investments. The company manages a hedge fund, four unit trusts and portfolios for pension schemes, charities and high net worth individuals. In recent years, the company's growth and income strategies have won numerous awards for excellent performance. Mark has received top ratings from several well-known rating agencies and in 2014 was awarded Fund Manager of the Year by City A.M and more recently in 2016, was voted No 1 by TD Direct Investing in their "Best of British" Fund Managers campaign. Prior to founding Slater Investments, Mark worked as a financial journalist with Analyst plc and Investor's Chronicle. In 1992 he helped research and edit a best-selling investment book "The Zulu Principle" for his father, Jim Slater, which focuses on identifying small to medium-sized growth companies. During his career, Mark has served on the boards of four public companies in which he has been a substantial shareholder. Mark has an MA in History from Cambridge University.
| Name | Weight |
|---|---|
| Biotechnology/Medical | 8.00% |
| Capital Goods | 1.00% |
| Communications Equipment | 1.00% |
| Consumer Durables | 2.00% |
| Consumer Services | 10.00% |
| Energy | 1.00% |
| Financials | 3.00% |
| Fishery, Agriculture & Forestr | 0.00% |
| Food & Drug Retailers | 1.00% |
| Healthcare & Medical Products | 2.00% |
| Household Goods | 2.00% |
| Insurance | 4.00% |
| Materials | 6.00% |
| Media | 7.00% |
| Others | 15.00% |
| Real Estate | 2.00% |
| Retail | 1.00% |
| Semi Conductors | 0.00% |
| Services | 9.00% |
| Software | 13.00% |
| Transport | 1.00% |
| Utilities | 2.00% |
| Name | Weight |
|---|---|
| FUTURE PLC | 6.00% |
| JUBILEE METALS GROUP PLC | 3.00% |
| CENTRALNIC GROUP PLC | 2.00% |
| CODEMASTERS GROUP HOLDINGS PLC | 2.00% |
| ERGOMED PLC | 2.00% |
| GAMESYS GROUP PLC | 2.00% |
| NEXT FIFTEEN COMMUNICATIONS GR | 2.00% |
| PRUDENTIAL PLC | 2.00% |
| SSE PLC | 2.00% |
| VENTURE LIFE GROUP PLC | 2.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.