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
56/149 in Equity - UK (All Companies) (Performance over 3 years) Average Total Return: 56.61%
Richard Bullas
Richard Bullas
3/149 in Equity - UK (All Companies) (Performance over 3 years) Average Total Return: 86.66%
Paul Spencer
Paul Spencer
2/149 in Equity - UK (All Companies) (Performance over 3 years) Average Total Return: 86.66%
Mark Hall
Mark Hall
105/149 in Equity - UK (All Companies) (Performance over 3 years) Average Total Return: 44.40%
Ben Russon
Ben Russon
49/149 in Equity - UK (All Companies) (Performance over 3 years) Average Total Return: 58.81%
Your Business: Cover Star Club

Profile: BRI plots growth via orphaned clients

Profile: BRI plots growth via orphaned clients

BRI Wealth Management hopes to capitalise on larger rivals’ inability to service smaller clients in the face of margin & regulatory pressure

Wealth Manager on Twitter