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Franklin UK Managers Focus

Ranked 21 out of 265 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Mark Hall

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

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.

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.

Richard Bullas

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.

Performance

UK (All Companies) over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 1.0% 2.3% -3.0% 1.8%
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% 11.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2014

Top 10 Holdings

Stock Size
Bodycote PLC ORD 2.85
Inchcape PLC ORD 2.83
BG Group PLC ORD 2.77
GlaxoSmithKline PLC ORD 2.74
BHP Billiton PLC ORD 2.74
Thomas Cook Group plc ORD 2.73
Spectris PLC ORD 2.68
Imperial Tobacco Group PLC ORD 2.67
Regus plc ORD 2.66
Ashtead Group PLC ORD 2.65
31/03/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/09/2006
  • Share Class size60Mn
  • Base currencyGBP
  • ISIN GB00B4N2QK20

Purchase Info

  • Min. initial investment500
  • Min. additional investment5,000

Charges

  • Annual management1.5%

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Fund Result: Mark Hall, Rensburg UK Select Growth fund

Mark Hall of the Rensburg UK Manager Focus and UK Select Growth funds ended the year to the end of August marginally down against his peers at -11.5% versus -11.1%.

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