Skip to main content
  • Register
  • Help
  • Contact us
  • Log out of your HL account

Slater Income Inclusive - Class A - Income (GBP)

Sell:145.65p Buy:145.65p Change: 0.37p (0.26%)
Prices as at 22 November 2019
Sell:145.65p
Buy:145.65p
Change: 0.37p (0.26%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 22 November 2019
Sell:145.65p
Buy:145.65p
Change: 0.37p (0.26%)
Prices as at 22 November 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

Equity income funds are popular with investors. Most aim to generate a rising income, and increase the value of your original investment, over the long term. The income can be paid out, or reinvested in the fund to boost long-term growth. Different fund managers take different approaches to income investing. Some focus on larger companies that are seen to be more stable and have paid regular dividends for many years. Others invest in higher-risk small and medium-sized companies. These might pay a lower income to start with, but have more growth potential. We think carefully chosen equity income funds can form the cornerstone of almost any portfolio.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

21/11/14 to 21/11/15 21/11/15 to 21/11/16 21/11/16 to 21/11/17 21/11/17 to 21/11/18 21/11/18 to 21/11/19
Annual return 15.18% -4.65% 12.89% -6.46% 7.40%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Mark Slater
Manager start date: 19 September 2011
Manager located in: London

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 Slater Growth Fund ranked as the best performing fund over 2010 encompassing all categories of UK equity funds, while the Slater Recovery Fund was also one of the best performing UK equity funds over the same period. Slater Investments was named Boutique Wealth Management Firm of the Years at the 2012 Spear's Wealth Management Awards, Mark Slater was named the Best Fund Manager Over Three Years at the Professional Adviser 2013 Awards for the Slater Growth Fund, and the same fund was the UK Growth Winner at the Money Observer Awards 2012. 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 was a substantial shareholder. Mark has an MA in History from Cambridge University.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account