Core
Summary of strategy
The Core portfolios aim to deliver long-term capital growth by selecting active funds where fund managers seek to outperform the market through strategic asset allocation and fund selection. These portfolios are designed for investors seeking fully actively managed portfolios to maximise returns after costs, with a focus on diversification across asset classes, regions, and investment styles. They incorporate tactical adjustments to mitigate risks or capture opportunities, while maintaining benchmark awareness for transparent performance assessment. Equity selections emphasise rigorous active management to generate consistent alpha, with fixed income focusing on robust risk controls such as duration, credit, and currency risks.
DIM Fee – 0.10%
OCF
*as of October 2025
For more information on the Slater MPS contact: Distribution@slaterinvestments.com