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 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.
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.
The Fund 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). The Fund will primarily invest in a portfolio of equity securities issued by UK companies of any size or industry sector. The Fund may also hold European equity securities if the Manager considers this to be of potential advantage to investors.
Rank 90/258 Total Return
Rank 171/258 Standard Deviation
Rank 110/258 Max Drawdown
|88||Liontrust GF UK Growth C1 GBP Acc||
|89||Architas MM UK Equity R Acc||
|90||Franklin UK Opportunities A Inc||
|91||Lorimer Trust Inc||
|92||Barclays UK Opportunities A Inc||
|92||Threadneedle UK Retail Net Inc GBX||
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|171||Scottish Mutual UK Equity Acc||
|171||Franklin UK Opportunities A Inc||
|171||Aviva Investors UK Equity MoM 3||
|171||ConBrio UK Opportunities - Retail Inc||
|171||Omnis UK Equity A||
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Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date17/10/2011
- Share Class size74Mn
- Base currencyGBP
- Min. initial investment500
- Min. additional investment5,000
- Annual management1.50%
- Initial investment5