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Franklin UK Managers Focus

Ranked 215 out of 253 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Richard Bullas

Colin Morton

Colin Morton is a vice president, lead manager of the Franklin UK Equity Income Fund and Franklin UK Rising Dividends Fund, specialising in large cap UK equity analysis and investment. Morton joined Franklin Templeton Investments when it acquired Rensburg Fund Management in January 2011. He began his career in 1983 as a trainee stockbroker with Wise Speke & Co. He joined Rensburg in 1988 as a private client executive, becoming an investment manager in 1991. Morton holds an Investment Management Certificate (IMC) and is a Fellow of the Securities Institute (FSI).

Ben Russon

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.

Paul Spencer

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.

Objective

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.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/10/2015 - 31/10/2016
  • Rank 215/253 Total Return
  • Rank 175/253 Standard Deviation
  • Rank 148/253 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 -3.2% -3.4% 11.4%
2015 11.8% 5.8% 4.5% -3.4% 4.7%
2014 4.8% 2.3% -3.0% -0.2% 5.8%
2013 45.1% 13.9% 5.9% 7.2% 12.2%
2012 15.7% 14.8% -9.3% 6.0% 4.7%
2011 -10.6% -1.0% 2.2% -13.5% 2.2%
2010 28.7% 4.6% -7.1% 16.3% 13.8%
2009 26.7% -3.8% 12.6% 15.4% 1.4%
2008 -29.1% -6.8% 4.9% -19.3% -10.1%
2007 -1.3% 5.0% 4.0% -5.9% -3.9%
2006 11.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2016

Top 10 Holdings

Stock Size
Royal Dutch Shell PLC ORD 3.07
BP PLC ORD 2.95
British American Tobacco PLC ORD 2.91
Compass Group PLC ORD 2.82
Smith & Nephew PLC ORD 2.78
Relx PLC ORD 2.76
Centrica PLC ORD 2.75
Sage Group PLC ORD 2.74
Unilever PLC ORD 2.73
AstraZeneca PLC ORD 2.71
30/06/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/10/2011
  • Share Class size314Mn
  • Base currencyGBP
  • ISIN GB00B4N2QK20

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).