Key Documents

Key Investor Information Documents

  • Slater Growth A Accumulation
    Slater Growth A Accumulation
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  • Slater Growth B Accumulation
    Slater Growth B Accumulation
    Download
  • Slater Growth  P Accumulation
    Slater Growth P Accumulation
    Download
  • Slater Income Class A
    Slater Income Class A
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  • Slater Income Class B
    Slater Income Class B
    Download
  • Slater Income Class P
    Slater Income Class P
    Download
  • Slater Recovery A Accumulation
    Slater Recovery A Accumulation
    Download
  • Slater Recovery B Accumulation
    Slater Recovery B Accumulation
    Download
  • Slater Recovery P Accumulation
    Slater Recovery P Accumulation
    Download

Important Documentation

  • Supplementary Information Document
    Supplementary Information Document
    Download
  • Slater Growth Prospectus
    Slater Growth Prospectus
    Download
  • Slater OEIC (Slater Income) Prospectus
    Slater OEIC (Slater Income) Prospectus
    Download
  • Slater Recovery Prospectus
    Slater Recovery Prospectus
    Download

Application Forms

  • General Application Form
    General Application Form
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  • ISA Application Form
    ISA Application Form
    Download
  • Junior ISA Application Form
    Junior ISA Application Form
    Download
  • Corporate Application Form
    Corporate Application Form
    Download
  • Additional Permitted Subscription Application Form
    Additional Permitted Subscription Application Form
    Download
  • ISA Application Form - Returning Investors
    ISA Application Form - Returning Investors
    Download
  • JISA Application Form - Returning Investors
    JISA Application Form - Returning Investors
    Download

ISA & JISA Transfer Forms

  • ISA Transfer Form
    ISA Transfer Form
    Download
  • JISA Transfer Form
    JISA Transfer Form
    Download

Miscellaneous Forms

  • Switching Form
    Switching Form
    Download
  • Withdrawal Form
    Withdrawal Form
    Download
  • Additional Permitted Subscription - General Information
    Additional Permitted Subscription - General Information
    Download
  • Renunciation Form
    Renunciation Form
    Download

Terms & Conditions

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

Reports

  • Slater Growth Annual Report
    Slater Growth Annual Report
    Download
  • Slater Income Annual Report
    Slater Income Annual Report
    Download
  • Slater Recovery Annual Report
    Slater Recovery Annual Report
    Download
  • Slater Growth Interim Report
    Slater Growth Interim Report
    Download
  • Slater Income Interim Report
    Slater Income Interim Report
    Download
  • Slater Recovery Interim Report
    Slater Recovery Interim Report
    Download

EMT and EPT

  • EMT (v4.2)
    EMT (v4.2)
    Download
  • EPT (v21)
    EPT (v21)
    Download

For an illustration of our investment processes, please click the button below

Our Strategy

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;
  • confirm you have read and understood the Terms and Conditions of the website.
  • confirm you have read and understood the website Privacy and Cookies Policy.
  • 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.