MoneyAM Fund Centre

Quick Stats

Fund Objective

Aims to provide a growing level of income which is higher than that of the FTSE All-Share Index, together with capital growth over the medium to long term (meaning 3-5 years). Capital in the Fund is at risk and there is no guarantee that the objective will be achieved over that, or any, time period.

Fund Managers

Ben Russon

Ben Russon is a vice president and portfolio manager based in Leeds as part of Franklin Templeton Fund Management. He is the lead manager on the Franklin UK Opportunities 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. Previously he worked 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.

Colin Morton

Colin Morton is a vice president, lead manager of the Franklin UK Equity Income Fund and Franklin UK Rising Dividends Fund, specialising in large cap UK equity analysis and investment. Mr. Morton joined Franklin Templeton Investments when it acquired Rensburg Fund Management (now Franklin Templeton Fund Management) in January 2011. Mr. Morton began his career in 1983 as a trainee stockbroker with Wise Speke & Co. He joined Rensburg in 1988 as a private client executive, becoming an investment manager in 1991. He became the manager of Rensburg UK Equity Income Trust in January 1995, manager of the Rensburg UK Blue Chip Growth Trust in September 2000 and has been a joint manager of the Rensburg UK Managers Focus Trust since its launch in September 2006. On the 15 October 2011, all three trusts were merged into newly created sub funds the Franklin Templeton Funds OEIC range and renamed to reflect the Franklin Templeton brand. Mr. Morton holds an Investment Management Certificate (IMC) and is a Fellow of the Securities Institute (FSI).

Mark Hall

Mark Hall is a member of the highly-regarded Franklin UK Equity Team. He specialises in multi-cap UK equity analysis. 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 April 2013 Mark relinquished his portfolio management responsibilities in order to focus on providing research and analysis. Mr. Hall holds a B.A. (Hons) geography with additional economics from Exeter University. He also holds an Investment Management Certificate (IMC).