We aim to find the perfect balance between risk and reward so your Charity can benefit from capital growth and the income generated by your investments on a long-term basis, meaning you can focus on what really matters.

Fund objective

Pension Funds and Charities that invest with Slater Investments can either request their own segregated portfolio, or take up a share of our pooled funds.

We understand the enormous range of responsibilities that a Trustee shoulders, so we work tirelessly to make this the one aspect you don’t have to worry abut. We are proud of the high quality of service that each of our clients receives and we work hard to uphold the trust and confidence that is such an integral component of our working relationships. Consequently, we do not limit the amount of assets under management but the number of relationships that we take on.

Key Stats

Launched in March 2005
Concentrated portfolio of 25-50 stocks
Invested primarily in UK equities, although overseas equalities may be held
Available in ISAs, JISAs and SIPPs
5,25% initial charge
1,50% annual management charge
1,55% ongoing charges

Learn More

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