Slater Inside

[Commentary] Slater Recovery Fund – Interim Report for the six months to 31st May 2021

For a PDF of the Full Report, please click here. Performance Six months 1 year 3 years 5 years Since launch* Slater Recovery Fund P unit class +28.74% +51.96% +61.50% +134.22% +698.43% Investment Association (IA) OE UK All Companies +16.83% +28.38% +10.91% +44.12% +346.59% *A unit class launched 10 March 2003 Past performance is not

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Income funds are wonderful, I tell you, wonderful!

Is investment a form of entertainment? In truth it is to some extent – a guilty extent. The thrill of the casino win, of the horse that comes first, of the lottery – these are real and the truth is that people enjoy losing. They see it as a price worth paying for the excitement

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[Commentary] Slater Income Fund – Annual Report for the year to 30th April 2021

  For a PDF of the Full Report, please click here. Performance Six months 1 year 3 years 5 years Since launch* Slater Income Fund P unit class +36.89% +29.99% +2.39% +22.70% +122.05% Investment Association (IA) OE UK All Companies +32.45% +26.17% +5.90% +30.06% +118.30% *A unit class launch 19 September 2011 Past performance is

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[Commentary] Slater Growth Fund – Annual Report for the year to 31st December 2020

For a PDF of the Full Report, please click here. Performance Six months 1 year 3 years 5 years Since launch* Slater Growth Fund P unit class +24.43% +10.05% +31.25% +64.75% +615.70% Investment Association (IA) OE UK All Companies +14.06% -6.17% +2.01% +29.20% +171.17% *A unit class launch 30 March 2005 Past performance is not

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[Commentary] Slater Recovery Fund – Annual Report for the year to 30th November 2020

  After a roller coaster ride with some wild swings and ups and downs the portfolio finished the period by delivering a solid overall double-digit gain. As our motto says: “Our ability is your stability.” We all love a happy ending, and at the end of 2019 we received one, with a blue ribbon on

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[Commentary] Slater Income Fund – Interim Report for the six month period ended 31st October 2020

For a PDF of the Full Report, please click here. Overview and Outlook The period covered by this report immediately followed the one third collapse in the market seen by mid-March 2020 and the partial rebound achieved by the end of April 2020. The recovery ran out of steam in early June 2020 and the

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[Commentary] Slater Growth Fund – Interim Report for the six months to 30th June 2020

For a PDF of the Full Report, please click here. Performance Six months 1 year 3 years 5 years Since launch* Slater Growth Fund P unit class -11.55% +3.48% +16.76% +45.10% +472.32% Investment Association (IA) OE UK All Companies -17.74% -11.02% -4.91% +11.95% +135.38% *A unit class launched 30 March 2005 Past performance is not

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Saving with a SIPP at Slater Investments

Freedom is great but it also brings complications. Decisions, decisions. Pensions freedom means savers can put money in their pensions plans and only draw down the amount when they need it. Previously everyone was forced to buy an annuity on retirement. With interest rates nailed to the floor, this meant even large-seeming pension pots produced

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