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Ftf Martin Currie Uk Mid Cap Fund W (acc) (0P0000W9SO)
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24/12 - Closed. Currency in GBP
- Morningstar Rating:
- Total Assets: 205.53M
Type:
Fund
Market:
United Kingdom
Issuer:
Franklin Templeton Investments (UK)
ISIN:
GB00B7BXT545
Asset Class:
Equity
Franklin UK Mid Cap Fund W(acc)
2.615
+0.030
+1.12%
- Overview
- Profile
- Historical Data
- Holdings
0P0000W9SO Overview
On this page you'll find an in-depth profile of Ftf Martin Currie Uk Mid Cap Fund W (acc). Learn about the key management, total assets, investment strategy and contact information of 0P0000W9SO among other information.
Investment Strategy
The Fund aims to increase in value through investment growth by more than the FTSE 250 (ex-Investment Trusts) Index over periods of five years after all fees and costs are deducted. The Fund invests at least two thirds (but typically significantly more) in the shares of medium-sized companies that are constituents of the FTSE 250 (ex-Investment Trusts) Index and that are incorporated/domiciled in the UK or which have significant business operations in the UK. This will typically be around 30–50 companies. The Investment Manager tries to further reduce risk by making sure no single company share dominates the Fund’s investments. Normally, the Investment Manager tries to keep shareholdings in any individual company between 1.5% and 5% of the Fund’s total value.
Contact Information
Address
London, WC2N 6HT
United Kingdom
London, WC2N 6HT
United Kingdom
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Daniel Green | Assistant Vice President | 2020 | Now |
| Biography | 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. | ||
| Marcus Tregoning | - | 2020 | Now |
| Richard Bullas | - | 2013 | Now |
| Mark N. Hall | Portfolio Manager | 2012 | 2021 |
| Biography | 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 | - | 2011 | 2020 |
| Biography | 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. | ||
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