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Colin Morton: why is our flagship fund so small?

Colin Morton, a Citywire A-rated UK equity manager at Franklin Templeton, talks to Wealth Manager about his highest-conviction fund – and why buyers overlook it.

The Franklin UK Managers’ Focus fund distils the best ideas from Morton (pictured) and his fellow star managers – AAA-rated Paul Spencer, the AA-rated pair of Mark Hall and Ben Russon, and Richard Bullas – into a single portfolio.

The fund is top quintile over the past five years, top decile over three years, and ranks fifth in its 226-strong peer group over the past year.

It has returned 54.7% over the past three years, compared with an average of 32.2% from the IMA UK All Companies sector and 28.8% from the FTSE All-Share index.

Despite this, though, the fund is a relative minnow with just £47 million of assets under management.

In this video interview, Morton reflects on why it has yet to attract stronger inflows.

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Related Fund Managers

Colin Morton
Colin Morton
73/154 in Equity - UK (All Companies) (Performance over 3 years) Average Total Return: 42.72%
Richard Bullas
Richard Bullas
19/187 in Equity - UK (All Companies) (Performance over 1 year) Average Total Return: 5.95%
Paul Spencer
Paul Spencer
21/154 in Equity - UK (All Companies) (Performance over 3 years) Average Total Return: 56.73%
Mark Hall
Mark Hall
60/154 in Equity - UK (All Companies) (Performance over 3 years) Average Total Return: 45.57%
Ben Russon
Ben Russon
45/154 in Equity - UK (All Companies) (Performance over 3 years) Average Total Return: 47.71%
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Profile: The opportunity set that attracted Brett Williams to wealth management

Profile: The opportunity set that attracted Brett Williams to wealth management

Brett Williams is best known for helping to build some of the biggest platforms in the IFA market.He made the move over to wealth management to head SEI’s UK business earlier this year in the belief that this is where the best opportunities now lie.

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