Tom Slater

image

Tom Slater

Academic Background

  • BSc in Computer Science with Mathematics, University of Edinburgh.

Professional Background

  • Joined Baillie Gifford in 2000.

Showcase Investment Fund

Once a fund manager is rated by Vadevalor, the showcase investment fund is the fund chosen to be followed for future results.
image

Showcase Investment Fund

Scottish Mortgage Investment Trust

image

Investment Strategy

Value investing using fundamental analysis

image

ISIN

GB0007826091

Showcase Investment Fund

image

AUM

£ 674,070,000

image

Class

-

image

Ongoing Charges

0.52%


10 Main Holdings

Holdings % of Fund
Newmont 5.15%
Newcrest Mining 4.87%
Barrick Gold 4.72%
BT Group PLC 4.30%
Wells Fargo & Co 4.02%
Banco Santander SA 3.26%
Exxon Mobil Corp 3.19%
East Japan Railway Co 3.15%
Gilead Sciences Inc 3.03%
Royal Dutch Shell PLC B 2.97%

Table of Returns

The table of returns below show the total, relative and relevant benchmark returns for the fund manager since they first started to manage.

as at: 30 June 2021

Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

image

Start Date

03 August 2009

image

Total Years

11

Total Returns

Total Annualised
Since Inception 1323.23% 24.96%
10 Year Return 810% 24.71%
5 Year Return 378.46% 36.76%

Benchmark(s) Returns

Total Annualised
Since Inception 261.29% 11.38%
10 Year Return 236.40% 12.90%
5 Year Return 87.03% 13.34%

Relative Returns

Total Annualised
Since Inception 1061.94% 13.58%
10 Year Return 573.6% 11.81%
5 Year Return 291.43% 23.42%

Benchmark(s)

MSCI World, €

List of Funds

All equity funds managed by the fund manager

Fund Region Market Cap Focus AUM Notes
Scottish Mortgage Investment Trust Global £ 674,070,000 -
Baillie Gifford American Fund US £ 4,601,970,000 -
Baillie Gifford Long Term Global Growth Global £ 503,100,000 -