Slater Income Fund
Key Stats - Class A Income
Investment Team: Mark Slater, Ralph Baber, Eric Moore, Barrie Newton & Tim Freeborn
Launch Date: 19/09/2011
Fund Type: Open-Ended Investment Company (OEIC)
IA Sector: UK Equity Income
Share Types: Income and Accumulation
SFDR Classification: Article 8 Compliant
1.60% Ongoing Charges (OCF)
1.50% Annual Management Charges (Included in OCF)
Distribution Dates: 31 March, 30 June, 30 September & 31 December
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.
SFDR at Slater Investments
We seek a diversified yield by owning three buckets of stocks across the market cap spectrum: growth companies with attractive yields, dividend stalwarts with upward earnings and high yielders with cyclical upside. We look for progressive, well-covered dividends. We focus on companies with strong balance sheets, powerful competitive positions and high returns on capital employed. Our investment committee examine company accounts and analysts’ forecasts. We also look for positive recent trading statements and strong director buying. 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. 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 all criteria has been met we will invest in a company.