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Franklin UK Opportunities A Inc

Ranked 18 out of 250 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

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.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/07/2015 - 31/07/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 1.3% 2.8%
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

Asset Allocation

Breakdown

31/03/2016

Top 10 Holdings

Stock Size
British American Tobacco PLC ORD 4.94
Royal Dutch Shell PLC ORD 4.86
Relx PLC ORD 4.07
Unilever PLC ORD 3.98
Imperial Brands PLC ORD 3.87
GlaxoSmithKline PLC ORD 3.84
BP PLC ORD 3.82
GBP Cash 3.57
Sage Group PLC ORD 3.57
National Grid PLC ORD 3.41
31/03/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/10/2011
  • Share Class size66Mn
  • Base currencyGBP
  • ISIN GB00B45MQD36

Purchase Info

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

Charges

  • Annual management1.50%

Related News

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.

Newton’s Russon replaces Hall on Franklin Templeton UK equity team

Ben Russon is joining Franklin Templeton’s UK equity team in April, to co-manage the firm’s UK Select Growth and Managers Focus funds.

Moody's threatens to remove US AAA rating

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Farewell Rensburg as Franklin Templeton ditches brand

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Franklin Templeton acquires Rensburg Fund Management

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F&C's multi-manager team buys Luckraft on more bullish outlook

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Hargreaves Lansdown suggests alternatives for New Star funds

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The Daily Interview: Rensburg's Hall begins building consumer stake

Mark Hall of the Rensburg UK Select Growth and UK Managers Focus funds has started building stakes in consumer facing stocks he expects will gain from global interest rate cuts.

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%.

...more...

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