Franklin UK Rising Dividends Fund W(acc)
This fund aims to beat the FTSE All-Share index over the long term by investing in businesses that can consistently grow their dividends. The fund has a concentrated portfolio, typically of 40 to 50 names and focuses on firms that have increased their dividends in at least eight of the past 10 years and have not cut their dividends over that period.
|Unilever PLC||4.84 %|
|Royal Dutch Shell PLC Class A||4.52 %|
|Diageo PLC||4.12 %|
|RELX PLC||4.09 %|
|AstraZeneca PLC||3.75 %|
|GlaxoSmithKline PLC||3.69 %|
|British American Tobacco PLC||2.88 %|
|Reckitt Benckiser Group PLC||2.74 %|
|Compass Group PLC||2.58 %|
|Prudential PLC||2.50 %|
|United Kingdom||100.00 %|
|Consumer Defensive||25.67 %|
|Financial Services||20.12 %|
|Consumer Cyclical||9.29 %|
|Communication Services||9.03 %|
Ben Russon is a fund manager based in Leeds as part of Franklin Templeton Fund Management. He is the lead manager on the Franklin UK Select Growth 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. Mr. Russon had prior experience 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.
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)).
Colin began his career in 1983 as a trainee stockbroker with Wise Speke & Co, before joining BWD Rensburg in 1988, initially as a Private Client Executive and subsequently as an Investment Manager in 1991.
Data provided by Morningstar.
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