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Franklin UK Opportunities A Inc

Ranked 37 out of 261 in - UK (All Companies) over 12 months
All calculations are in GBP

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 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.

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

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). Capital in the Fund is at risk and there is no guarantee that the objective will be achieved over that, or any, time period. 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.

Performance

UK (All Companies) over : 31/10/2013 - 31/10/2014

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 2.0% 1.2% 1.7% -0.9% -0.1%
2013 22.1% 13.0% -1.0% 2.3% 6.7%
2012 10.1% 7.4% -5.0% 5.8% 1.9%
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% 26.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2014

Top 10 Holdings

Stock Size
Royal Dutch Shell PLC ORD 5.11
British American Tobacco PLC ORD 5.02
BP PLC ORD 4.90
GlaxoSmithKline PLC ORD 4.86
Reed Elsevier PLC ORD 3.92
Imperial Tobacco Group PLC ORD 3.62
Compass Group PLC ORD 3.54
Unilever PLC ORD 3.51
BHP Billiton PLC ORD 3.45
The Sage Group PLC ORD 3.38
30/06/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/10/2011
  • Share Class size87Mn
  • Base currencyGBP
  • ISIN GB00B45MQD36

Purchase Info

  • Min. initial investment500
  • Min. additional investment5,000

Charges

  • Annual management1.5%
  • Initial investment5

Related News

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

US asset manager Franklin Templeton has acquired Rensburg Sheppards' fund management subsidiary.

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

F&C’s multi-manager team is backing George Luckraft's AXA Framlington Equity Income fund, forming part of a tactical decision to give the portfolio a more bottom-up focus. 

Hargreaves Lansdown suggests alternatives for New Star funds

Analysts at Hargreaves Lansdown urge investors to be flexible and think about surrogates for their New Star funds or switch to a funds supermarket.

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%.

Rensburg posts crunch-busting results despite outflows

Rensburg Sheppards saw a fall in assets under management over the year, including outflows from Mark Hall's fund, but still delivered crunch-busting profits.

...more...

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