UK Equity

ZOOM IN ON THE BEST UK INVESTMENTS

Why Choose UK Equity?

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.

Retirement planning

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.

Shortage of UK housing

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.

Ageing population

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.

Why Choose Franklin Templeton?

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.

Passionate

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.

Active

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.

Expert

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.

Which Franklin Templeton UK Equity Funds Can I Invest In?

We offer a range of six UK equity funds, each covering a distinct investment need but all following the same common-sense investment approach.

Core Holdings

‘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

High Growth Potential

‘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

The Value of Professional Advice

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.

Franklin UK Equity Team

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.

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.

UK Equity Outlook

Colin Morton articulates our UK equity outlook for 2020 and the need to maintain an active and considered approach to stock selection.

  • Greater political certainty is likely to lead to improved economic growth

  • Investor confidence is returning to domestically oriented companies

  • Dividend growth could be challenging due to the strength of sterling

Related Insights

Blog

UK Election: Will Tory Victory Bring Investors Back to UK Equities?

Conservative victory and what it means for UK market.

Blog

UK Equity: A Means to a Dividend?

Learn about potential rising dividends opportunities