Franklin UK Equity Income Fund W(acc)

Franklin UK Equity Income Fund W(acc)
Franklin Templeton Investments (UK)
Open Ended Investment Company
UK Equity Income
0.53 %
Risk Rating
3 Year Sharpe
3 Year Alpha
5.2 %
The Fund’s primary aim is to generate an income that is higher than that of the FTSE All-Share Index, together with investment growth over a three to five-year period 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.
Holding %
AstraZeneca PLC 4.55 %
GlaxoSmithKline PLC 4.30 %
British American Tobacco PLC 3.66 %
Unilever PLC 3.63 %
Royal Dutch Shell PLC Class A 3.52 %
BP PLC 3.47 %
Rio Tinto PLC 3.31 %
RELX PLC 2.88 %
Phoenix Group Holdings PLC 2.60 %
Diageo PLC 2.51 %
Region %
United Kingdom 98.42 %
Sector %
Consumer Defensive 21.26 %
Financial Services 19.23 %
Consumer Cyclical 9.79 %
Basic materials 9.20 %
Healthcare 9.19 %
Industrials 9.09 %
Communication Services 8.11 %
Energy 7.26 %
Franklin Templeton Investments (UK)
WC2N 6HT, London, United Kingdom
Legal Structure
Open Ended Investment Company


Ben Russon
Joined 09/02/2013

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 Hall
Joined 09/02/2013

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
Joined 10/17/2011

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.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.