Franklin Templeton Bolsters Leeds-Based UK Equity Team With Two New Hires

From Franklin Templeton Investments
Contact Saira Khan
Telephone (0)20 7073 8644

London – 29 May 2019 – Franklin Templeton1 today announces the appointments of Marcus Tregoning and Will Bradwell as associate research analysts, two newly created roles within the Franklin UK Equity team. Tregoning and Bradwell are based in Franklin Templeton’s Leeds office and report to Colin Morton, vice president and portfolio manager, Franklin UK Equity.

Tregoning joins Franklin Templeton from Deloitte, where he worked as an assistant director in its lead corporate finance advisory team. In his new role, he will work closely with portfolio managers Paul Spencer, Richard Bullas and Dan Green, with a responsibility for UK small- and mid-cap equity research.

Bradwell was previously an assistant investment manager at Rathbones Investment Management, where he was involved in the management of private client portfolios. At Franklin Templeton he is responsible for UK large-cap stock analysis, working closely with portfolio managers Colin Morton and Ben Russon.

Commenting on the appointments, Colin Morton said, “We are delighted to welcome Marcus and Will to our investment team as we continue to support the growth of our UK equity business. As bottom-up stock-pickers, equity research is crucial to our active management approach. The expertise that Marcus and Will bring across the breadth of UK equity market caps will provide additional valuable insight to support the team in our decision-making.”

“Amid a challenging political and macro backdrop, focusing on companies with strong underlying fundamentals remains increasingly important for investors looking to generate sustainable long-term returns. We continue to see a diverse range of income and growth opportunities across the UK market, offering investors attractive returns relative to other asset classes.”

The Franklin UK Equity team manages the following six UK-registered OEIC funds, amongst its range of capabilities:

  • Franklin UK Equity Income Fund2
  • Franklin UK Rising Dividends Fund
  • Franklin UK Managers’ Focus Fund
  • Franklin UK Opportunities Fund
  • Franklin UK Mid Cap Fund
  • Franklin UK Smaller Companies Fund

The team manages over £3.8 billion in UK Equities, as of 31 March 2019.

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Franklin Templeton Bolsters Leeds-Based UK Equity Team With Two New Hires (PDF)

Contacts:

Franklin TempletonFTI Consulting
Saira KhanGabriella Ruggiero
Corporate Communications Manager Consultant
Franklin Templeton Investments FTI Consulting
Cannon Place, 78 Cannon Street 200 Aldersgate Street
London EC4N 6HL London EC1A 4HD
Tel: 0207 073 8644 Tel: 020 3727 1026
Email: saira.khan@franklintempleton.co.uk Email: gabriella.ruggiero@fticonsulting.com

Notes to Editors:

1. Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization operating as Franklin Templeton. Franklin Templeton provides global and domestic investment management to retail, institutional and sovereign wealth clients in over 170 countries. Through specialized teams, the company has expertise across all asset classes—including equity, fixed income, alternative and custom solutions. The company’s more than 650 investment professionals are supported by its integrated, worldwide team of risk management professionals and global trading desk network. With offices in over 30 countries, the California–based company has more than 70 years of investment experience and over $720 billion in assets under management as of April 30, 2019. For more information, please visit www.franklintempleton.co.uk

In the UK, Franklin Templeton Investments offers a distinct and diversified investment line-up, comprising three major international equity houses (Franklin, Templeton and Mutual Series); a specialist UK equity house Franklin Templeton Fund Management Limited); several dedicated country-specific equity houses; complemented by a substantial global fixed income group. Franklin Templeton Investments promotes to UK intermediaries 100 funds, including:

• 91 Luxembourg-registered SICAV funds including 70 GBP share classes
• 15 UK-registered OEIC funds
• 1 investment trust

2. Franklin UK Equity Income Fund, Franklin UK Rising Dividends Fund, Franklin UK Managers’ Focus Fund, Franklin UK Opportunities Fund, Franklin UK Mid Cap Fund and Franklin UK Smaller Companies Fund are sub-funds of Franklin Templeton Funds (FTF), a UK-domiciled OEIC range. For further information, please refer to relevant Key Investor Information Document(s). Past performance is no guarantee of future performance. This document does not constitute or form part of any offer for shares or an invitation to apply for shares. Subscriptions for shares can only be made on the basis of FTF’s current prospectus, supplementary information document and the relevant Key Investor Information Document(s). The price of the shares of the funds and the income received from them can go down as well as up, and investors may not get back the full amount invested. Currency fluctuations may affect the value of overseas investment. An investment in Franklin Templeton Funds entails risks, which are described in FTF’s prospectus and relevant Key Investor Information Document(s).

This press release is intended to be of general interest only, and does not constitute professional advice. Franklin Templeton Investments and its management groups have exercised professional care and diligence in the collection and processing of the information in this press release. Franklin Templeton Investments makes no representations or warranties with respect to the accuracy of this document. Franklin Templeton Investments shall not be liable to any user of this report or to any other person or entity for the inaccuracy of information contained in this press release or for any errors or omissions in its contents, regardless of the cause of such inaccuracy, error or omission.

Any research and analysis contained in this document has been procured by Franklin Templeton Investments for its own purposes. For more information, UK investors should contact: Franklin Templeton Investments, Cannon Place, 78 Cannon Street, London EC4N 6HL. United Kingdom. Phone: 0800 305 306, Email ftisalessupport@franklintempleton.co.uk.

Issued by Franklin Templeton Investment Management Limited (FTIML). FTIML is authorised and regulated in the United Kingdom by the Financial Conduct Authority.