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MFM SLATER INCOME - Fund overview

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Overview of MFM SLATER INCOME

The MFM Slater Income Fund aims to achieve 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.

Standard Initial Charge

5.25% 0.00%

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to save 5.25%

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Fund summary

Sector  UK Equity Income
Product type  UNIT TRUST
Launched  September, 2011
Size  £2m
Yield 4.6%
Charging basis  Capital
Dividends paid  Quarterly
Bid price 100.74p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.59%
Reduction in yield (10yr) 1.59%

Bestinvest says


Mark Slater has an outstanding career record in the UK All Companies sector and his Slater Growth and Slater Recovery funds have been amongst the top performers in the peer group in recent years. However, it remains to be seen whether he can be equally successful at investing for income.

Portfolio

mfm slater income asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash –
mfm slater income equity geographic illustration
Allocation Proportion
UK 100%
Europe –
Nth America –
Japan –
Pacific –
Other Equity –
mfm slater income equity capitalisation illustration
Allocation Proportion
Large Caps 33%
Mid Caps 33%
Small Caps 34%

View all performance data for MFM SLATER INCOME

Investment process


No information available.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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