MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to achieve a return consisting of both income and capital growth which, after all fees and expenses, exceeds that of the Numis Smaller Companies ex-Investment Trusts TR Index over the medium to long term (defined as 5 to 10 years).

Fund Managers

Richard Bullas

Richard Bullas is a vice president and portfolio manager at Franklin Templeton Fund Management. He is co-manager on the Franklin UK Smaller Companies Fund and manages the Smaller Companies portion of the Franklin UK Manager's Focus Fund. Richard has worked with the fund management team for over 13 years, joining Franklin Templeton Fund Management via the acquisition of Rensburg Fund Management in 2011. Mr. Bullas joined the team in 2000 as a Trainee Fund Manager, supporting the fund managers on a range of equity unit trusts while studying for his professional investment qualifications (IMC and Chartered MCSI). After 3 years he was appointed Assistant Fund Manager, assisting and reporting to the investment director, specifically on the management of the Franklin UK Smaller Companies Trust and the Franklin UK Manager's Focus Fund. From 2006 he was made Fund Manager and Associate Director while at Rensburg, co-managing 2 UK Equity Mandates as well deputy fund manager on the Franklin UK Select Growth Trust and Franklin UK Manager's Focus Fund. Richard has covered the UK smaller companies sector for 13 years and has considerable experience researching and analysing smaller companies. Prior to joining Rensburg Fund Management (now Franklin Templeton Fund Management) Mr. Bullas worked at AVIVA Plc as a Market Analyst in the life and pensions department. Prior to that he spent a short time working at a Chartered Accountants, for the Audit Team. Mr. Bullas holds a B.Sc. (Hons) degree in business and management studies from Bradford University School of Management. He holds the IMC (Investment Management Certificate) and is a Chartered MCSI (Chartered Institute for Securities and Investment).