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).
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 187/252 Total Return
Rank 181/252 Standard Deviation
Rank 174/252 Max Drawdown
|185||BGF United Kingdom A2 GBP||GBP||
|186||Rathbone Recovery Inc||GBP||
|187||Franklin UK Managers Focus||GBP||
|188||Schroder UK Opportunities A Acc||GBP||
|189||HSBC GIF UK Equity AC GBP||GBP||
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|179||Threadneedle Ethical UK Equity Net Z Acc GBP||GBP||
|180||Aviva Investors UK Equity MoM 3 SC 2||GBP||
|181||Franklin UK Managers Focus||GBP||
|182||Scottish Friendly UK Growth||GBP||
|183||Majedie UK Focus A Acc||GBP||
|183||Legal & General UK Special Situations R Acc||GBP||
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Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date17/10/2011
- Share Class size317Mn
- Base currencyGBP
- Min. initial investment1,000
- Min. regular additional investment0
- Annual management1.50%