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Slater Income A Inc GBP

Ranked 103 out of 111 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Objective

The Fund aims to achieve 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. From time to time the fund may also hold overseas equities as well as bonds, cash, money market instruments, the units of collective investment schemes and warrants. Where the fund uses debt securities these may be issued by corporations or governments. The fund may use derivatives for hedging and for the efficient management of the portfolio although it is not anticipated that the fund will make significant use of derivatives.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/03/2018 - 31/03/2019
  • Rank 103/111 Total Return
  • Rank 46/111 Standard Deviation
  • Rank 97/111 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.8%
2018 -13.4% -3.9% 6.1% -2.9% -12.4%
2017 12.1% 4.6% 3.5% 1.3% 2.3%
2016 -1.2% -4.2% -9.0% 12.5% 0.8%
2015 14.5% 6.2% 2.7% 4.1% 0.9%
2014 7.2% 2.7% 1.3% 1.5% 1.6%
2013 35.7% 11.2% 3.1% 10.5% 7.2%
2012 16.4% 6.5% -0.4% 6.9% 2.6%
2011 2.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date19/09/2011
  • Share Class size136Mn
  • Base currencyGBP
  • ISIN GB00B6YSXJ10

Purchase Info

  • Min. initial investment1,000
  • 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).