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Slater Recovery A Acc

Ranked 151 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 and when appropriate exclusively on UK shares.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 151/255 Total Return
  • Rank 146/255 Standard Deviation
  • Rank 147/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.1%
2018 -10.6% -5.3% 10.6% -5.6% -9.6%
2017 32.2% 11.0% 6.0% 2.1% 10.1%
2016 -2.0% -9.0% -9.7% 14.8% 3.9%
2015 14.5% -2.9% 7.1% 0.7% 9.3%
2014 18.0% 9.7% -0.3% 1.5% 6.3%
2013 24.7% 9.4% -2.8% 7.5% 9.0%
2012 0.0% 6.8% -8.0% 4.8% -2.9%
2011 -14.5% -1.0% 1.3% -10.8% -4.4%
2010 39.7% 6.6% -3.8% 21.0% 12.7%
2009 52.8% -0.5% 18.5% 21.5% 6.7%
2008 -39.5% -12.1% 0.0% -14.3% -19.7%
2007 -3.0% 5.8% 3.6% -2.4% -9.3%
2006 20.2% 16.7% -4.9% -0.3% 8.6%
2005 11.7% 8.5% -1.1% 7.3% -3.0%
2004 24.5% 11.3% 0.9% -0.1% 10.9%
2003 11.8% 11.8% 3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date10/03/2003
  • Share Class size50Mn
  • Base currencyGBP
  • ISIN GB0031554248

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).