Mark Hall says 'common sense' and 'pragmatism' are the main characteristics of his investment style which have helped him ride the changing tides of the stockmarket to great effect. Hall joined Rensburg in 1988 as a smaller companies investment analyst. He launched the BWD Aggressive Growth fund in September 2001 (renamed Rensburg UK Select Growth) for which he prefers to run a concentrated portfolio containing between 30 to 50 stocks across the market capitalisation range. Hall’s focus on absolute returns, and his freedom to invest across the market has enabled the fund to deliver consistently good performance. Hall enjoys walking, football and European cinema.
Colin Morton was born in Newcastle in 1966 and began his financial career as a trainee stockbroker with Wise Speke & Co. He joined BWD Rensburg in 1988, initially as a private client executive, before moving into fund management in 1991. He is responsible for the Rensburg UK Blue Chip Growth fund and selects stocks with good long-term growth forecasts. Morton's strategy is flexible, though, and he will take a short-term view if he believes other economic forces are at work that could boost a stock relatively quickly. He also runs the Rensburg UK Equity Income fund and does not have to look far for a role model, who comes in the shape of colleague Mark Hall.
Born and raised in North Yorkshire, Ben Russon read Economics and Geography at Edinburgh graduating with a Master's degree in 1998 before joining Newton the following year. After nearly 14 years he joined Franklin Templeton in 2013 where he runs UK equity funds. When away from the office, Ben enjoys playing golf and running.
Halifax-born Paul Spencer studied Economics at Nottingham University before embarking on his investment management career with an eight year stint at BWD Rensburg from 1987 to 1995 during which time he became head of research. In July 1991, he was appointed fund manager of the firm’s UK Smaller Companies Trust. Paul left Rensburg in 1995 to join Granville Davies where he was director and a small and mid caps analyst, before moving to TD Waterhouse in 1999 taking on the post of head of research. In March 2006 Paul returned to Rensburg’s fund management team where he is now lead manager of the UK Mid Cap Growth Trust as well as being joint manager of the UK Managers Focus Trust. Paul holds the Securities Institute MSI Dip qualification and describes his investment approach for the funds under his management as “Style agnostic but with a high conviction idea portfolio” Away from the office Paul’s leisure interests include golf and bridge.
Aims to achieve a total return (i.e. a combination of capital growth and income) exceeding that of the FTSE All-Share Index, over the medium to long term (meaning 3-5 years). Capital in the Fund is at risk and there is no guarantee that the objective will be achieved over that, or any, time period.
Rank 42/260 Total Return
Rank 106/260 Standard Deviation
Rank 166/260 Max Drawdown
|40||Lorimer Trust Inc||
|41||Franklin UK Opportunities A Inc||
|42||Franklin UK Managers Focus||
|43||Invesco Perpetual UK Enhanced Index (No Trail) Acc||
|44||Majedie UK Equity B Acc||
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|106||HSBC MERIT UK Equity Inst A Acc||
|106||Franklin UK Managers Focus||
|108||Kames UK Equity Acc B||
|108||Russell IC UK Equity A||
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Month by Month Performance
Returns Vs Risk
Top 10 Holdings
|BHP Billiton PLC ORD||2.70|
|Compass Group PLC ORD||2.67|
|Dixons Carphone PLC ORD||2.65|
|BP PLC ORD||2.63|
|Bodycote PLC ORD||2.62|
|Next PLC ORD||2.61|
|The Sage Group PLC ORD||2.61|
|Rexam PLC ORD||2.59|
|Reed Elsevier PLC ORD||2.59|
|Imperial Tobacco Group PLC ORD||2.55|
- United Kingdom
- Launch date17/10/2011
- Share Class size74Mn
- Base currencyGBP
- Min. initial investment500
- Min. additional investment5,000
- Annual management1.5%
- Initial investment5