Franklin UK Smaller Companies Fund W(acc)

Name
Franklin UK Smaller Companies Fund W(acc)
Manager
Franklin Templeton Investments (UK)
Type
Open Ended Investment Company
ISIN
GB00B7FFF708
Sector
UK Smaller Companies
Launched
31/05/2012
OCF
0.83 %
Risk Rating
4
3 Year Sharpe
0.71
3 Year Alpha
5.65
Yield
1.3 %
Benchmark
Numis SC Ex Invt Com TR GBP
The Fund aims to achieve capital growth exceeding that of the Numis Smaller Companies Index over the medium to long term. The Fund will primarily invest in the equity securities of smaller UK companies. Smaller companies are defined as those which are quoted on a regulated market and which, have a market capitalisation no greater than the largest company in the Numis Smaller Companies Index.
Holding %
Entertainment One Ltd 4.17 %
Restore PLC 4.12 %
discoverIE Group PLC 3.91 %
Vitec Group (The) PLC 3.89 %
RWS Holdings PLC 3.41 %
JTC PLC Ordinary Shares 3.17 %
TT Electronics PLC 3.01 %
LondonMetric Property PLC 2.63 %
Spirent Communications PLC 2.58 %
Robert Walters PLC 2.45 %
Region %
United Kingdom 95.63 %
Sector %
Industrials 27.56 %
Technology 24.99 %
Consumer Cyclical 16.17 %
Basic materials 7.68 %
Financial Services 7.05 %
Real Estate 6.21 %
Name
Franklin Templeton Investments (UK)
Address
WC2N 6HT, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Daniel Green
Joined 12/01/2017

Dan Green is an Equity Research Analyst for the Franklin UK Equity Team, focussing on UK Small- and Mid-cap equities. Dan joined Franklin Templeton Investments in September 2015. Dan began his career with PwC working predominately with Financial Services clients before joining JP Morgan to work as Equity Derivatives Analyst. His role prior to Franklin Templeton Investments was at Deutsche Bank where he was Assistant Vice President in the Valuations team. Dan holds a Bachelor of Laws (Hons) from the University of Sheffield. He also holds an Investment Management Certificate (IMC) and 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)).

Paul Spencer
Joined 06/22/2012

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.

Richard Bullas
Joined 06/22/2012

Data provided by Morningstar.

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