Slater Income P Inc
Slater Income P Inc
ISIN:
GB00B905XJ71
Risk level:
FE fundinfo Rating:
2 of 5
IA Sector:
IA UK Equity Income
Income type:
Income
Price:
162.5000GBX
23 June 2025
Last change:
icon-down-small -0.39%
1 year change:
icon-up-small 9.09%
5 year annualised return:
10.60%
12 month yield:
5.58%
At a glance performance and information
Eligibility:
The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice
Add to chart:
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Slater Income P Inc
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IA UK Equity Income
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IA UK Equity Income
Discrete calendar year performance
Trailing returns
(*annualised)
Fund Objective: To produce an attractive and increasing level of income while additionally seeking capital growth by investing predominantly in UK listed equities. The fund may invest in small, medium and large companies.
Manager name:
Slater Investments
Manager start date:
26 September 2011
Investment style:
Growth
Region (geographical):
United Kingdom
Manager Biography:
Barrie Newton is a Director of Research and serves on the Investment Committee. Barrie obtained a BA Combined Honours Economics with Geography from University of Exeter. He obtained a MSc by Research (taken part time) from the School of Management at University of Bath (1969-1974). Barrie joined B S Stock Son & Co in 1969 as a trainee stock broker and became a partner in 1975. He remained a partner and subsequently became Head of Research with the succeeding companies, Stock & Orme and Stock Beech & Co Ltd. Barrie was responsible for smaller company research and corporate fund raising as well as some private client work. Barrie left Stock Beech in 1990 to co-found Rowan Dartington. Barrie, acting in the role of Managing Director, helped to develop the business to be a highly profitable and well diversified regional stockbroker, fund manager and major participant in AIM corporate finance. Barrie ran the largest and most successful client fund which outperformed its benchmark for 14 out of 15 years. Barrie concluded the sale of Rowan Dartington in 2006 and joined Slater Investments in 2008. Barrie is responsible for investment ideas and stock analysis.
Benchmark:
IA UK Equity Income
Sector:
IA UK Equity Income
FE fundinfo Rating:
2 of 5
Fees and Charges
*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.
Account charges are not included
Asset Allocation
Fund size: 62,420,000.00 GBX
Chart date: June 23, 2025
Top 10 Holdings
Sectors
World regions
What is ESG?
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.