Slater Growth Fund
View the latest Fund factsheet
Slater
Growth
Key Stats - Class A
Manager: Mark Slater
Launch Date: 30/03/2005
Fund Type: Authorised Unit Trust
IA Sector: UK All Companies
Unit Type: Accumulation
Pricing: Daily
1.57% Ongoing Charges (OCF)
1.50% Annual Management Charges (Included in OCF)
For more information on charges please refer to the 'Our Charges' page by clicking the link below.
Investment Style
This is a “pure” growth fund. We run an initial computer screen of our universe that uses a number of relevant criteria including: – Price to Earnings Growth Ratio (PEG) – ESG screening – Sustainable earnings growth – Strong cash flow – Competitive advantage – Pricing power – Positive recent trading statement – Director buying. ESG based investment analysis is integrated in the investment process and is used as a tool to identify potential risks that may emerge which might threaten the price earnings ratio or earnings growth prospects of a company. If we are still interested in a company following this thorough in-house research we meet senior company management. We form an opinion on them, the opportunities and risks facing the business and the visibility of earnings and margins. If all criteria has been met we will invest in a company.
