Slater Growth Fund

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The investment objective of the Slater Growth Fund is to seek long term capital growth, principally through investment in UK Companies. The Fund will focus in particular on shares which the Manager believes are currently under-valued and that have the potential of a significant re-rating.
SEDOL: B0706C6
ISIN: GB00B0706C66

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
SFDR Classification: Article 8 Compliant

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.

For more information on SFDR (Sustainable Finance Related Disclosures) please refer to ‘SFDR’ by clicking the link below.

Our Charges

SFDR at Slater Investments

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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.


  • A Accumulation
    A Accumulation
  • B Accumulation
    B Accumulation
  • P Accumulation
    P Accumulation

Application Forms

  • General Application Form
    General Application Form
  • Corporate Application Form
    Corporate Application Form
  • ISA Application Form
    ISA Application Form
  • ISA Application Form - Returning Investors
    ISA Application Form - Returning Investors
  • ISA Transfer Form
    ISA Transfer Form
  • JISA Application Form
    JISA Application Form
  • JISA Application Form - Returning Investors
    JISA Application Form - Returning Investors
  • JISA Transfer Form
    JISA Transfer Form

Key Investor Information Documents

  • Class A Units
    Class A Units
  • Class B Units
    Class B Units
  • Class P Units
    Class P Units

Important Documentation

  • Supplementary Information Document
    Supplementary Information Document
  • Prospectus

Terms & Conditions

  • Slater Investments T&Cs
    Slater Investments T&Cs
  • ISA T&Cs
    ISA T&Cs
  • JISA T&Cs
    JISA T&Cs


  • Annual Report
    Annual Report
  • Interim Report
    Interim Report

How to Invest

How to Invest

Risk Warning

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    • The value of a fund, and the income resulting from it, can decrease as well as increase and you may not necessarily get back the amount you originally invested.
    • Past performance is not a guide to future performance.

For whichever Slater Investment fund you are interested in, please read the prospectuses, the SID and the KIIDs together with the other documents and links on each funds web page including the funds annual and semi-annual reports before making any final investment decisions.