Slater Inside

Miner Quibbles

Major Miners The Mining sector contributed 37% to the total dividends paid by the UK equity market in the last quarter*. This was more than the next five largest sectors combined. The market’s top three dividend payers, ranked by absolute pound sterling amounts handed over, were the Major Miners: Rio Tinto, BHP Group and Anglo

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After the storm: dividend-watch

Annus Horribilis 2020 was a disastrous year on many fronts. It was certainly terrible for UK dividends. The lock-down prompted firms to batten down the hatches and dividends were cut across the board. In aggregate the amount of dividend paid by UK corporates fell by 43%. There were very few hiding places. Lots of companies

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[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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