Slater Investments Limited
Slater Investments

Investment Approach

Investment Philosophy

Investment Philosophy

We employ a client-focused, long-term investment strategy, utilising traditional asset classes to achieve diversification and optimal risk-adjusted returns. We believe that asset allocation is the key driver in multi asset portfolio returns over time. However, this must be supplemented with effective fund selection and a rigorous focus on risk management.  

Available Models

Available Models

Choose the implementation style that fits client needs, all with active oversight and pragmatic rebalancing: 

  • Core: Actively managed focused on achieving long-term capital appreciation. 
  • Income: Designed to generate regular income as well as growth, based on the client’s risk profile. 
  • Blend: Offering a blend of active and passive for investors seeking a middle ground. 
  • Passive: Mainly invested in passive instruments. For investors focused purely on cost. 

Attitudes To Risk 

Our models are available across five risk profiles – Defensive, Cautious, Balanced, Growth, Aggressive – so advisers can match portfolio construction to client financial objectives and attitude to risk. 

For more information on the Slater MPS contact: Distribution@slaterinvestments.com

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Risk Warning

The content on the website is for your information only and does not make up or form part of, and should not be interpreted as, an invitation, offer, recommendation or solicitation to buy or sell units in Slater Investments funds.

Should you proceed to access this website and click “Yes, I agree”, you:

  • confirm that you are based in United Kingdom;
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  • have read and understood the following:
    • All investments carry risk and further details of the risks associated with investing in Slater Investments funds can be found in the Key Investor Information Documents (KIIDs), Supplementary Information Document (SID) and the Prospectuses for each fund.
    • 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.