Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Franklin UK Opportunities A Inc

Ranked 212 out of 257 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

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 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.

Objective

Franklin UK Opportunities Fund aims to increase the value of its investments by more than the return of the FTSE All-Share Index 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 All-Share Index. The Fund can invest to a lesser extent in equity securities from companies of any size located or doing significant business in other European countries

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/05/2017 - 31/05/2018
  • Rank 212/257 Total Return
  • Rank 44/257 Standard Deviation
  • Rank 175/257 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.2%
2017 10.5% 3.4% 2.4% 2.0% 2.3%
2016 9.6% 1.3% 2.8% 7.8% -2.3%
2015 4.6% 4.5% -1.1% -3.8% 5.3%
2014 5.2% 1.2% 1.7% -0.9% 3.1%
2013 22.1% 13.0% -1.0% 2.3% 6.7%
2012 10.1% 6.4% -4.1% 4.7% 3.0%
2011 -4.3% 0.9% 1.2% -13.0% 7.7%
2010 15.3% 4.5% -11.7% 15.6% 8.2%
2009 29.4% -8.8% 13.5% 21.3% 3.1%
2008 -32.3% -8.3% -1.2% -15.6% -11.5%
2007 -0.6% 4.4% 0.8% -4.0% -1.6%
2006 22.1% 9.3% -2.3% 4.4% 9.5%
2005 26.9% 5.8% 4.5% 8.0% 6.4%
2004 23.4% 6.7% 3.0% 2.2% 9.8%
2003 24.8% -5.5% 16.6% 5.0% 8.0%
2002 6.3% 10.1% 0.9% -9.9% 6.3%
2001 26.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/10/2011
  • Share Class size79Mn
  • Base currencyGBP
  • ISIN GB00B45MQD36

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

Franklin Templeton shuts three funds in product review

Franklin Templeton has shut down three of its Oeic funds as it reviews its UK fund offerings and promises further launches.

Franklin Templeton slashes UK equity fees by 40%

The cut applies to Franklin UK Rising Dividends, Franklin UK Equity Income and Franklin UK Opportunities.

Franklin’s Russon benefits from retail and favours pharma

The UK manager is looking to less cyclical areas of the market to see him through any economic wobbles.

Moody's threatens to remove US AAA rating

MARKET BLOG: The dollar fell as Moody's said it would follow rival S&P and downgrade the US' credit rating if budget talks failed.

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