Wealth Manager - the site for professional investment managers

Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

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.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Related Fund Managers

Colin Morton
Colin Morton
72/153 in Equity - UK (All Companies) (Performance over 3 years) Average Total Return: 55.32%
Richard Bullas
Richard Bullas
19/182 in Equity - UK (All Companies) (Performance over 1 year) Average Total Return: 11.14%
Paul Spencer
Paul Spencer
22/153 in Equity - UK (All Companies) (Performance over 3 years) Average Total Return: 69.87%
Mark Hall
Mark Hall
56/153 in Equity - UK (All Companies) (Performance over 3 years) Average Total Return: 59.02%
Ben Russon
Ben Russon
62/153 in Equity - UK (All Companies) (Performance over 3 years) Average Total Return: 58.10%
Citywire TV
Play WMR: Why Russia will lose this war

WMR: Why Russia will lose this war

Author and journalist Adam Lebor believes a perfect storm is brewing when it comes to the Russian economy. .

Play WMR: Gerard Lyons warns Asia is the real risk, not Russia & Ukraine

WMR: Gerard Lyons warns Asia is the real risk, not Russia & Ukraine

Chief economic adviser to London mayor Boris Johnson outlines the geo-political risks in Asia and explains why the risk of another eurozone crisis must not be underestimated.

Play Japan's slump, the umbrella revolution and the battle for Brazil

Japan's slump, the umbrella revolution and the battle for Brazil

With the arrows of Abenomics appearing to be missing their targets and political uncertainty rife in Hong Kong and Brazil we take a look at investor sentiment in this week's Investment Pulse

Your Business: Cover Star Club

Profile: The adviser that tempted Robin Minter-Kemp on board

Profile: The adviser that tempted Robin Minter-Kemp on board

It is rare to meet an impassioned individual who is willing to bang the drum for investment advisory right now

Wealth Manager on Twitter