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UK PROFESSIONAL ADVISERS – IMPORTANT LEGAL INFORMATION
THIS AREA OF THE WEBSITE IS INTENDED FOR UK PROFESSIONAL INVESTORS. IT IS NOT INTENDED FOR USE BY MEMBERS OF THE GENERAL PUBLIC. FOR INFORMATION ON PRODUCTS AVAILABLE TO MEMBERS OF THE GENERAL PUBLIC, PLEASE REFER TO THE RETAIL INVESTORS SECTION OF THIS WEBSITE.
I CONFIRM THAT I AM A PROFESSIONAL INVESTOR, HAVE READ THE IMPORTANT INFORMATION AND WISH TO PROCEED
IMPORTANT INFORMATION
You must read this before proceeding, as it explains both the legal and regulatory restrictions which apply to the information contained and investment products referred to within this Website.
Portfolio Holdings for Non-US Funds/Non-US Advisers - From time to time Franklin Templeton Resources Inc (FRI) and its subsidiaries, partnerships, joint ventures and related and affiliated business entities (“FTI”) may provide you with a partial listing of portfolio securities including but not limited to top contributors and detractors to portfolio performance owned by one or more non-US domiciled funds that are registered or passported with local regulatory authorities and are sponsored by FTI (each a “Fund” and together “Funds”) and any such additional information relating to the Fund(s) that may not otherwise be publicly disseminated. Such listing of portfolio securities and any other non-public information is subject to the following terms and conditions below and is herein referred to as “Holdings Information”.
This website uses cookies. You can read about the cookies that we use here. Please accept the terms and conditions before continuing:
Terms of Use Agreement
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UK INSTITUTIONAL INVESTORS - IMPORTANT LEGAL INFORMATION
THIS AREA OF THE WEBSITE IS INTENDED FOR UK INSTITUTIONAL INVESTORS. IT IS NOT INTENDED FOR USE BY MEMBERS OF THE GENERAL PUBLIC. FOR INFORMATION ON PRODUCTS AVAILABLE TO MEMBERS OF THE GENERAL PUBLIC, PLEASE REFER TO THE RETAIL INVESTORS SECTION OF THIS WEBSITE.
I CONFIRM THAT I AM A PROFESSIONAL INVESTOR, HAVE READ THE IMPORTANT INFORMATION AND WISH TO PROCEED
IMPORTANT INFORMATION
You must read this before proceeding, as it explains both the legal and regulatory restrictions which apply to the information contained and investment products referred to within this Website.
Portfolio Holdings for Non-US Funds/Non-US Advisers - From time to time Franklin Templeton Resources Inc (FRI) and its subsidiaries, partnerships, joint ventures and related and affiliated business entities (“FTI”) may provide you with a partial listing of portfolio securities including but not limited to top contributors and detractors to portfolio performance owned by one or more non-US domiciled funds that are registered or passported with local regulatory authorities and are sponsored by FTI (each a “Fund” and together “Funds”) and any such additional information relating to the Fund(s) that may not otherwise be publicly disseminated. Such listing of portfolio securities and any other non-public information is subject to the following terms and conditions below and is herein referred to as “Holdings Information”.
Our UK equity funds are positioned to capitalise on a wide range of investment opportunities. Some of the key themes currently driving performance are shown below.
With a growing UK population, a rise in wealthy pensioners and changes in pension regulation, we see structurally rising demand for retirement, pension and savings products in the UK market, and are finding very attractive investment opportunities in that space.
We see compelling investments in the UK housebuilding sector given the notable shortage of new houses relative to demand, offering good growth opportunities for selected housebuilders and construction material companies.
We see considerable opportunity in the healthcare sector as growth is vital for addressing unmet medical needs and tackling rising demand from a growing global population.
The Franklin UK Equity Team includes eight investment professionals dedicated to researching UK companies and investing across the depth and breadth of the UK market.
Our ambition is to make investments in UK companies that can help you meet your goals. We treat client money as carefully as our own, ensuring all risks are fully understood and appropriately rewarded.
Rather than track a benchmark, we screen the UK stock market to eliminate companies with high levels of business risk, balance sheet risk or management risk before searching for undervalued companies to invest in.
The core of the Franklin UK Equity team has worked together for more than 20 years. They work in a highly collaborative manner, sharing research and discussing and challenging each other’s investment ideas.
We offer a range of six UK equity funds, each covering a distinct investment need but all following the same common-sense investment approach.
‘We don’t believe in chasing the highest yielding investments. We want attractively valued companies with good quality brands, pricing power and the ability to generate income and compound that income over the long term.’
Colin Morton
Portfolio Manager
‘UK small and medium sized companies are some of the most sophisticated, diverse and dynamic in the world, giving exposure to an exciting and large investment universe from which superior returns can be achieved.’
Richard Bullas
Portfolio Manager
Before making investment decisions, we suggest you contact a financial adviser. Every investor’s goals are unique and proper guidance towards the most suitable products is essential.
The value of investments can go down as well as up and investors should be aware they might not get back the full value invested.
The team only invests in UK equities and has been doing so for decades; this specialisation is a key factor in their ability to recognise market anomalies and uncover compelling investment opportunities. Market coverage is split in two groupings, based on company size.
Larger Companies
Focussing on UK large cap equity analysis and investment, typically investing in some of the UK’s largest companies. They also work closely on dividend-based strategies to help those clients looking for a regular or growing income.
Colin Morton - Portfolio Manager
Ben Russon - Portfolio Manager
Mark Hall - Portfolio Manager
Will Bradwell - Research Analyst
Mid-Sized And Smaller Companies
Specialising in UK small-and mid-cap equity analysis and investment, typically selecting stocks listed on the FTSE 250, Small Cap and AIM indices. This is a particularly exciting area of the stock-market where many innovative and fast-growing British companies can be found.
Richard Bullas - Portfolio Manager
Dan Green - Portfolio Manager
Mark Hall - Portfolio Manager
Marcus Tregoning - Research Analyst
Colin Morton's views on Brexit.
Conservative victory and what it means for UK market.
Important Legal Information
Past performance is not an indicator nor a guarantee of future performance.
This website is intended to be of general interest only and does not constitute legal or tax advice nor is it an offer for shares or invitation to apply for shares of the sub funds of Franklin Templeton Funds (FTF), a UK-domiciled OEIC. Subscriptions to shares of the Funds can only be made on the basis of the current prospectus, the relevant Key Investor Information Document, accompanied by the latest available audited annual report and the latest semi-annual report if published thereafter. US Persons (as more fully defined in the latest Fund prospectus) are not eligible to invest in the Fund. Shares of the Fund are available for sale and distribution in the UK. An investment in the Funds entails risks which are described in the Fund prospectuses and the relevant Key Investor Information Documents. Where a fund invests in a specific sector or geographical area, the returns may be more volatile than a more diversified fund. For a free copy of the latest prospectus, the relevant Key Investor Information Document, the annual report and semi-annual report, if published thereafter or for more information about any Franklin Templeton Investments’ fund, UK investors should contact: Franklin Templeton Investments, Telephone: 0800 305 306, Email: enquiries@franklintempleton.co.uk or write to us at the address below. Issued by Franklin Templeton Investment Management Limited (FTIML) Registered office: Cannon Place, 78 Cannon Street, London, EC4N 6HL.FTIML is authorised and regulated by the Financial Conduct Authority.
Investments entail risks, the value of investments can go down as well as up and investors should be aware they might not get back the full value invested.
This website is intended for residents of United Kingdom.
This website is intended for residents of United Kingdom.
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