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Ftf Martin Currie Uk Equity Income Fund W (inc) (0P0000W9SJ)
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24/12 - Closed. Currency in GBP
- Morningstar Rating:
- Total Assets: 282.45M
Type:
Fund
Market:
United Kingdom
Issuer:
Franklin Templeton Investments (UK)
ISIN:
GB00B7MKLS14
Asset Class:
Equity
Franklin UK Equity Income Fund W inc
1.64
+0.01
+0.80%
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0P0000W9SJ Overview
On this page you'll find an in-depth profile of Ftf Martin Currie Uk Equity Income Fund W (inc). Learn about the key management, total assets, investment strategy and contact information of 0P0000W9SJ among other information.
Investment Strategy
The Fund aims to generate an income that is higher than that of the FTSE All-Share Index and increase in value through investment growth, over periods of five years, after all fees and costs are deducted. The Fund invests at least two thirds (but typically significantly more) in the shares of companies listed on the London Stock Exchange. These companies are incorporated/domiciled in the UK or which have significant business operations in the UK. Typically, the number of holdings in the Fund will vary between 40 to 60 company shares and most of these will be the shares of large (such as those making up the FTSE 100 Index) companies. The Investment Manager does not intend to invest in every company in the FTSE All-Share Index and have the freedom to invest up to 10% of the Fund’s assets outside of it.
Contact Information
Address
London, WC2N 6HT
United Kingdom
London, WC2N 6HT
United Kingdom
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Joanne Rands | - | 2022 | Now |
| Biography | Jo is working alongside Julian Chillingworth and Alexandra Jackson. She joined Rathbones in June 2014 from Peel Hunt, where she worked in UK equity sales. Jo has over 15 years’ analytical experience, covering UK small and mid-cap stocks, on both the 'buy and sell' sides, and across several organisations. She has also worked as a Fund Manager at Hermes, managing UK small and mid caps and assisted in managing UK equity funds at HSBC. Jo holds the Securities Institute Diploma and is a Fellow of the Securities Institute. She graduated from the University of Nottingham with a 1st Class BSc Hons degree in Geography. | ||
| Will Bradwell | - | 2020 | Now |
| Ben Russon | Portfolio Manager, Research Analyst | 2013 | Now |
| Biography | Ben Russon is a fund manager based in Leeds as part of Franklin Templeton Fund Management. He is the lead manager on the Franklin UK Select Growth Fund and Co-Manager on the Franklin UK Managers' Focus Fund. Mr. Russon joined the Franklin Templeton UK Equity team during 2013. Prior to this he spent 13 years as a Fund Manager with Newton Investment Management, specialising in UK Equities. He was the lead manager on the Newton UK Opportunities Fund from 2005, alongside associated institutional mandates. Mr. Russon had prior experience at Newton in the research function, specialising in the global food retail sector. Wider responsibilities also included global equity investment with the Newton Osprey Fund. Mr. Russon graduated from the University of Edinburgh with an M.A. (joint honours) in geography and economics. He is a Chartered. Financial Analyst (CFA) Charterholder. | ||
| Mark N. Hall | Portfolio Manager | 2020 | 2021 |
| Biography | Mark Hall is a member of the highly-regarded Franklin UK Equity Team. He specialises in multi-cap UK equity analysis and investment and has been lead manager of the Franklin UK Select Growth Fund since 2001 and joint manager of the Franklin UK Managers' Focus Fund since its launch in 2006. Mark joined Franklin Templeton Investments when it acquired Rensburg Fund Management in January 2011. After training as an accountant, Mr. Hall joined BWD Rensburg in 1988 as a Smaller Companies investment analyst, subsequently managing private client discretionary portfolios. Mark became fund manager of the BWD Equity Growth Trust in 1997, investing in the UK All Companies Sector. In 2001 he became the lead manager of BWD Aggressive Growth Trust, (which was subsequently renamed Rensburg UK Select Growth Trust). In October 2011, the Rensburg unit trust range was merged into subfunds of the Franklin Templeton Funds OEIC and renamed to reflect the Franklin Templeton brand, they kept the same objective, managers and investment process. Under Mr. Halls tenure as manager, Franklin UK Select Growth Fund has held an OBSR Fund Rating for five consecutive years (as at 30 June 2011). Mr. Hall holds a B.A. (Hons) geography with additional economics from Exeter University. He also holds an Investment Management Certificate (IMC) and is a Fellow of the Securities Institute (FSI (Dip)). | ||
| Colin Morton | Portfolio Manager | 2020 | 2020 |
| Biography | Colin began his career in 1983 as a trainee stockbroker with Wise Speke & Co, before joining BWD Rensburg in 1988, initially as a Private Client Executive and subsequently as an Investment Manager in 1991. | ||
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