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Slater Growth A Acc

Ranked 192 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Mark Slater

Mark Slater co-founded Slater Investments, the specialist UK equity fund manager, in 1994. The company manages a hedge fund, three unit trusts and portfolios for large pension schemes and high net worth individuals. Mark is Chairman and Chief Investment Officer. The company has achieved very strong investment performance since inception. Notably, Slater Investments managed a top performing fund in the mid to late 1990s and produced very resilient results during the 2000-2003 bear market. More recently, the company's MFM Slater Growth Fund ranked as the best performing fund in 2010 encompassing all categories of UK equity funds, while the MFM Slater Recovery Fund was also one of the best performing UK equity funds over the same period. Mark is ranked as one of the top performing UK fund managers over the past decade. Prior to founding Slater Investments, Mark worked as a financial journalist with Analyst PLC and the Investor's Chronicle. Also 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.

Objective

The objective of the fund is to achieve capital growth. This is to be achieved through investment in companies both in the UK and overseas but concentrating mainly on UK shares. The Scheme will focus in particular on shares which the Manager believes are currently undervalued and that have the potential of a significant re-rating. Other investments including bonds, warrants, deposits and collective investment schemes may be used where it is considered that they meet the investment objective. It is also intended where appropriate to take advantage of underwritings and placings. At times it may be appropriate for the Scheme not to be fully invested but to hold cash and near cash.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 192/255 Total Return
  • Rank 166/255 Standard Deviation
  • Rank 193/255 Max Drawdown
Fund Name Currency Return
190 MI Brompton UK Recovery A Acc GBP

0.4%

191 TM Sanditon UK Fund A Acc GBP

0.3%

192 Slater Growth A Acc GBP

0.2%

193 Ardevora UK Equity B GBP

0.2%

194 Royal London UK Opportunities M Acc GBP

0.2%

194 TT UK Equity A GBP

0.2%

Fund Name Currency Loss
191 JOHCM UK Growth B GBP

-16.6%

192 Kames UK Equity Acc B GBP

-16.6%

193 Slater Growth A Acc GBP

-16.6%

194 Santander UK Growth Ret Acc GBP

-16.7%

195 Fidelity Funds - United Kingdom A-GBP-DIS GBP

-16.7%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.5%
2018 -14.1% -6.2% 9.8% -4.8% -12.4%
2017 27.2% 10.3% 4.7% 0.8% 9.3%
2016 -3.1% -6.5% -8.6% 10.5% 2.6%
2015 17.8% 0.9% 6.9% 0.5% 8.8%
2014 17.6% 9.9% -1.4% 2.5% 5.8%
2013 32.4% 8.3% -2.2% 10.6% 13.0%
2012 10.6% 9.8% -7.2% 9.1% -0.5%
2011 0.4% 2.9% 6.4% -7.5% -0.9%
2010 76.7% 24.2% 0.6% 24.8% 13.3%
2009 41.2% -3.4% 13.1% 18.6% 8.9%
2008 -32.9% -11.2% -0.8% -11.9% -13.5%
2007 -0.7% 3.1% 3.0% -2.0% -4.6%
2006 21.8% 14.4% -2.8% 2.7% 6.7%
2005 1.2% 6.8% 1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/03/2005
  • Share Class size498Mn
  • Base currencyGBP
  • ISIN GB00B0706C66

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.25%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).