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Franklin UK Smaller Companies

Ranked 17 out of 53 in - UK Smaller 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.

Paul Spencer

Halifax-born Paul Spencer studied Economics at Nottingham University before embarking on his investment management career with an eight year stint at BWD Rensburg from 1987 to 1995 during which time he became head of research. In July 1991, he was appointed fund manager of the firm’s UK Smaller Companies Trust. Paul left Rensburg in 1995 to join Granville Davies where he was director and a small and mid caps analyst, before moving to TD Waterhouse in 1999 taking on the post of head of research. In March 2006 Paul returned to Rensburg’s fund management team where he is now lead manager of the UK Mid Cap Growth Trust as well as being joint manager of the UK Managers Focus Trust. Paul holds the Securities Institute MSI Dip qualification and describes his investment approach for the funds under his management as “Style agnostic but with a high conviction idea portfolio” Away from the office Paul’s leisure interests include golf and bridge.

Richard Bullas

Objective

The Fund aims to achieve capital growth exceeding that of the Numis Smaller Companies Index over the medium to long term. The Fund will primarily invest in the equity securities of smaller UK companies. Smaller companies are defined as those which are quoted on a regulated market and which, have a market capitalisation no greater than the largest company in the Numis Smaller Companies Index

Performance

UK Smaller Companies over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 1.0% 5.3% -7.4% 3.6%
2013 50.7% 12.6% 8.0% 11.5% 11.1%
2012 8.5% 13.5% -14.1% 5.5% 5.5%
2011 -20.5% -4.0% -1.2% -14.1% -2.5%
2010 35.2% 1.9% -2.9% 13.8% 20.0%
2009 49.2% 3.1% 24.6% 18.2% -1.7%
2008 -50.7% -7.9% 5.4% -29.3% -28.2%
2007 3.5% 8.2% 7.6% -4.9% -6.6%
2006 22.6% 11.7% -4.7% 1.6% 13.4%
2005 16.9% 10.8% -1.2% 7.5% -0.6%
2004 28.6% 11.9% 6.2% 2.7% 5.4%
2003 31.5% -8.9% 21.9% 13.7% 4.1%
2002 -27.2% 0.5% -8.1% -21.9% 1.0%
2001 -14.4% -11.0% 2.6% -20.6% 18.1%
2000 -0.3% 21.1% -10.4% 5.2% -12.6%
1999 123.0% 15.8% 6.4% 7.6% 68.2%
1998 1.5% 18.3% 6.6% -21.3% 2.2%
1997 20.0% 13.7% -4.1% 4.6% 5.2%
1996 30.2% 11.6% 11.8% -0.4% 4.8%
1995 2.7% 2.2% 0.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2014

Top 10 Holdings

Stock Size
Lavendon Group PLC ORD 3.36
Avon Rubber PLC ORD 3.22
Restore PLC ORD 2.90
RWS Holdings PLC ORD 2.68
Topps Tiles PLC ORD 2.63
Bodycote PLC ORD 2.60
Advanced Computer Software Group PLC ORD 2.55
Gooch & Housego PLC ORD 2.47
Sportech PLC ORD 2.46
Entertainment One Ltd ORD 2.46
31/03/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/07/1991
  • Share Class size152Mn
  • Base currencyGBP
  • ISIN GB00B45G7D25

Purchase Info

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

Charges

  • Annual management1.5%

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...more...

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