MoneyAM Fund Centre

Quick Stats

Fund Objective

To produce an attractive and increasing level of income while additionally seeking capital growth by investing predominantly in UK listed equities. The fund may invest in small, medium and large companies.

Fund Managers

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.

Ralph Baber

Ralph Baber has a BSc (Hons) degree, is a qualified Chartered Accountant and is a Member of the Securities Institute. He has served on a number of regulatory panels including the SFA appeals tribunal. Ralph was a manager at Price Waterhouse until he left to join a client, CAL Futures Limited, first as Finance Director and then, as Managing Director. The company was a hedge fund manager and a futures and options broker. In 1995 the business was sold to Union plc where Ralph initially became an executive director before being promoted to Chief Executive in 1997. In 1998 Union plc bought WorldInvest, which had £1.6 billion of equity funds under management. When Union plc was acquired by a private group, Ralph joined that group as Managing Director and then became Chairman of the group. After co-founding Slater Investments in 1994, Ralph initially served as a non-executive director before taking on the role of Chief Operating Officer.

Barrie Newton

Barrie Newton obtained a BA Combined Honours Economics with Geography from University of Exeter (1966 -1969). He obtained a MSc by Research (taken part time) from the School of Management at University of Bath (1969 - 1974). Barrie joined B S Stock Son & Co in 1969 as a trainee stockbroker and became a partner in 1975. He remained a partner and subsequently became head of Research with the succeeding companies, Stock & Orme and Stock Beech & Co Ltd. Barrie was responsible for smaller company research and corporate fund raising as well as some private client work. Barrie left Stock Beech in 1990 to co-found Rowan Dartington. Barrie, acting in the role of Managing Director, helped to develop the business to be a highly profitable and well diversified regional stockbroker, fund manager and major participant in AIM corporate finance. Barrie ran the largest and most successful client fund which outperformed its benchmark for 14 out of 15 years. Barrie concluded the sale of Rowan Dartington in 2006 and joined Slater Investments in 2008.

Nigel Milton

Tim Freeborn