SLI UK Equity Income Unconstrained Fund

Unconstrained doesn’t mean it is risky but it means that the manager doesn’t conform to the benchmark

There are over 400 UK Equity Growth and Income Funds; providing investors with access to many different investment styles. So choosing the right fund depends upon understanding their methods and aims.

Performance is part of the equation but equally the management team is crucial. We have met a number of talented Fund Managers, the likes of Standard Life Investments, Neptune, Schroders, Legal and General, Threadneedle and Liontrust (not all of these are in our portfolios).

One fund we have used, and followed the manager for some time, is the SLI UK Equity Unconstrained Fund. There are a plethora of UK Equity Income Funds and many have similar holdings and in reality have done no better than a fund that tracks the index over the last three years (although they have started to pull away over a 5 year time frame).

For us we wanted to find a manager who didn’t follow the crowd and offered something different but equally we wanted someone that was risk aware and didn’t take outsized bets to achieve returns.

The SLI Fund is one of the funds we found which we like. The manager has been at the helm for 6 years and has delivered significant outperformance (191.86% vs the Index of 119.51% since assuming stewardship of the fund on the 1 January 2009*). In this update we wanted to share his approach to investing.

*Note: Past performance is no guarantee to future performance and investments can fall as well as rise.

Fund Facts Morningstar


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