Franklin UK Mid Cap Fund W(acc)

Name
Franklin UK Mid Cap Fund W(acc)
Manager
Franklin Templeton Investments (UK)
Type
Open Ended Investment Company
ISIN
GB00B7BXT545
Sector
UK All Companies
Launched
31/05/2012
OCF
0.82 %
Risk Rating
4
3 Year Sharpe
0.80
3 Year Alpha
0.32
Yield
1.9 %
Benchmark
FTSE 250 Ex Investment Trust TR GBP
The fund will primarily invest in the equity securities of UK companies listed in the FTSE 250 Index. In addition, at the ACD’s discretion, the Fund may also invest a proportion of its portfolio in other types of transferable securities including fixed interest and other debt related securities, cash and near cash, money market instruments, and other collective investment schemes.
Holding %
Entertainment One Ltd 4.61 %
ZPG PLC 4.60 %
Derwent London PLC 4.35 %
Howden Joinery Group PLC 4.28 %
Bodycote PLC 4.15 %
Ibstock PLC 3.92 %
Just Group PLC 3.84 %
Jupiter Fund Management PLC 3.79 %
Laird PLC 3.29 %
Spectris PLC 3.20 %
Region %
United Kingdom 95.15 %
Sector %
Financial Services 25.54 %
Consumer Cyclical 25.30 %
Industrials 16.19 %
Technology 14.98 %
Basic materials 8.77 %
Real Estate 7.11 %
Name
Franklin Templeton Investments (UK)
Address
WC2N 6HT, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

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)).

Richard Bullas
Joined 09/02/2013
Paul Spencer
Joined 10/17/2011

Paul joined the team in March 2006 from TD Waterhouse where he was Head of Research, specialising in small and mid cap investment analysis.From 1987 to 1991 he was an investment analyst and Head of Research for BWD Rensburg Limited and from July 1991 to October 1995. Paul joined TD Waterhouse in March 1999 from Granville Davies Limited where he was a Director and Small and Mid Cap analyst. Paul also provides support to Mark Hall and Stuart Sharp.

Data provided by Morningstar.

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