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 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.
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 215/249 Total Return
Rank 88/249 Standard Deviation
Rank 189/249 Max Drawdown
|213||Threadneedle Investment II UK Growth Ret||GBP||
|214||Kames UK Opportunities B Acc||GBP||
|215||Franklin UK Opportunities A Inc||GBP||
|216||HSBC UK Growth & Income Acc||GBP||
|217||Old Mutual Artemis UK Special Situations A Acc||GBP||
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|86||IFSL Trade Union Unit Trust||GBP||
|87||Schroder ISF UK Equity A Dis||GBP||
|88||Franklin UK Opportunities A Inc||GBP||
|88||Schroder Specialist Value UK Equity I Acc||GBP||
|90||Dimensional UK Value Acc||GBP||
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Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date17/10/2011
- Share Class size92Mn
- Base currencyGBP
- Min. initial investment1,000
- Min. regular additional investment0
- Annual management1.50%