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
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%
Citywire TV
Play Hendersons' Kerley: investing in Marmite-like China

Hendersons' Kerley: investing in Marmite-like China

Citywire A-rated manager sees higher quality growth originating from China's current reforms.

Play Oil slump opportunities, Japanese recession & a UK bank conundrum

Oil slump opportunities, Japanese recession & a UK bank conundrum

Investment Pulse this week looks at further challenges for the British banking sector, Japan's return to recession and the continuing weakness of brent crude.

Play JPMAM's Georgina Brittain: the best opportunities in mid caps

JPMAM's Georgina Brittain: the best opportunities in mid caps

Brittain discusses where she sees opportunities in mid caps despite rising valuations.

Your Business: Cover Star Club

Profile: The godfather of fund-of-hedge-funds on the sector's future

Profile: The godfather of fund-of-hedge-funds on the sector's future

When Dixon Boardman started 26 years ago ‘there were 600 hedge funds and only 100 had $100 million – it was not even a cottage industry,’

Wealth Manager on Twitter