The Franklin UK Managers' Focus fund is a concentrated portfolio that brings together the best ideas of the Franklin UK Equity team.
Run by Colin Morton, Paul Spencer, Richard Bullas and Ben Russon, the portfolio is top quartile in the IMA UK All Companies sector on a long-term time horizon, and has continued to outperform over the short term. Each manager focuses on their particular area of expertise, whether it be large caps for Morton, or mid caps for Spencer, culminating in a portfolio of around 40 stocks from across the UK market-cap spectrum. Every stock included in the portfolio is carefully selected and debated by the UK equity desk, in keeping with the investment style of the close-knit Leeds-based team. ...
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