Slater Recovery Fund Class P Acc

Name
Slater Recovery Fund Class P Acc
Manager
Slater Investments Limited
Type
Open Ended Investment Company
ISIN
GB00B90KTC71
Sector
UK All Companies
Launched
31/12/2012
OCF
0.84 %
Risk Rating
5
3 Year Sharpe
1.07
3 Year Alpha
9.64
Yield
0.6 %
Benchmark
IA OE UK ALL Companies
The investment objective of the Scheme is to achieve capital growth. The Scheme will invest in companies both in the UK and overseas but concentrating mainly or, where appropriate, exclusively on UK shares. Other investments including bonds, warrants and options, within the limits imposed by the trust deed may be used where it is considered that they meet the investment objective. It is also intended where appropriate to take advantage of underwritings and placings. At times it may be appropriate for the Scheme not to be fully invested but to hold cash and near cash. The Scheme has powers to borrow as specified in COLL and may invest in derivatives and forward transactions for hedging purposes only.
Holding %
Hutchison China Meditech Ltd 12.69 %
First Derivatives PLC 6.37 %
Restore PLC 5.87 %
Alliance Pharma PLC 3.66 %
Avation PLC 3.46 %
dotDigital Group PLC 3.30 %
Paysafe Group PLC 3.21 %
Lok'n Store Group PLC 3.05 %
Next Fifteen Communications Group PLC 3.03 %
Entertainment One Ltd 2.98 %
Region %
United Kingdom 86.97 %
Sector %
Industrials 28.59 %
Consumer Cyclical 23.96 %
Technology 17.51 %
Healthcare 17.16 %
Financial Services 5.39 %
Name
Slater Investments Limited
Address
EC3M 1BD, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Mark Slater
Joined 04/05/2003

Mark Slater co-founded Slater Investments, the specialist UK equity fund manager, in 1994. The company manages a hedge fund, three unit trusts and portfolios for large pension schemes and high net worth individuals. Mark is Chairman and Chief Investment Officer. The company has achieved very strong investment performance since inception. Notably, Slater Investments managed a top performing fund in the mid to late 1990s and produced very resilient results during the 2000-2003 bear market. More recently, the company's MFM Slater Growth Fund has ranked as the best performing fund in its sector over three and five years. The Financial Times reported that Mark Slater is one of the ten most consistent fund managers with a long term track record in achieving outperformance. Prior to founding Slater Investments, Mark worked as a financial journalist with Analyst PLC and the Investor's Chronicle. Also, in 1992, he helped research and edit a best-selling investment book "The Zulu Principle" for his father, Jim Slater, which focuses on identifying small to medium-sized growth companies. During his career, Mark has served on the boards of four public companies in which he has been a substantial shareholder. Mark has an MA in History from Cambridge University.

Data provided by Morningstar.

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