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FRTom Slater
Tom Slater
- AAA Rated Fund Manager
- Keyword Tags: Global US
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.
Showcase Investment Fund
Scottish Mortgage Investment Trust
Investment Strategy
Value investing using fundamental analysis
ISIN
GB0007826091
Showcase Investment Fund
AUM
£ 674,070,000
Class
-
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.
Start Date
03 August 2009
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)
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 | - |