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Franklin UK Mid Cap A Inc

Ranked 3 out of 14 in - UK Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Richard Bullas

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.

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

Franklin UK Mid Cap Fund aims to increase the value of its investments by more than the return of the FTSE 250 ex-Investment Trusts Index (excluding investment companies) over the medium to long term (meaning 3-5 years). The Fund invests mainly in equity securities of companies that are included in the FTSE 250 Index (excluding investment companies).

Showing fund performance in United Kingdom View performance globally

Performance

UK Medium Companies over : 31/03/2017 - 31/03/2018
  • Rank 3/14 Total Return
  • Rank 3/14 Standard Deviation
  • Rank 3/14 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.9%
2017 25.5% 7.7% 4.4% 4.8% 6.4%
2016 -1.0% -2.5% -10.9% 12.7% 1.1%
2015 13.6% 8.4% 4.3% -3.6% 4.3%
2014 1.2% 2.6% -7.0% 0.6% 5.4%
2013 36.8% 14.6% 0.3% 7.5% 10.7%
2012 27.2% 17.5% -6.5% 10.2% 5.0%
2011 -6.0% 0.6% 5.5% -17.6% 7.5%
2010 32.7% 8.7% -5.5% 16.5% 10.9%
2009 45.0% -2.1% 16.1% 24.4% 2.7%
2008 -27.0% -3.3% -5.0% -11.5% -10.3%
2007 1.6% 5.7% -0.8% -2.2% -0.9%
2006 34.1% 10.6% -2.7% 9.9% 13.4%
2005 30.7% 5.0% 2.5% 10.1% 10.2%
2004 25.2% 9.1% 1.0% 1.7% 11.7%
2003 36.5% -6.8% 27.2% 12.9% 2.0%
2002 -25.4% 4.2% -9.4% -19.9% -1.3%
2001 -14.5% -7.9% 2.7% -17.6% 9.7%
2000 3.2% 6.4% 0.0% 1.8% -4.7%
1999 22.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/10/2011
  • Share Class size995Mn
  • Base currencyGBP
  • ISIN GB00B3ZGH246

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

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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).