FRANKLIN UK EQUITY INCOME - Manager
Bestinvest rating
Average monthly relative returns
|
Bestinvest MRI
|
|
07/08
|
08/09
|
09/10
|
10/11
|
11/12
|
|
3 years
|
5 years
|
Career
|
3 years
|
5 years
|
Career
|
|
-0.32%
|
0.29%
|
-0.60%
|
-0.03%
|
0.45%
|
|
-0.06%
|
-0.04%
|
0.11%
|
60.3%
|
65.9%
|
99.2%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
|
Colin Morton
 "Photo of Colin Morton")
Morton began his career in 1983 as a trainee stockbroker with Wise Speke & Co, before joining Rensburg in 1988, initially as a Private Client Executive and subsequently as an Investment Manager from 1991. He joined Franklin Templeton Investments when it acquired Rensburg Fund Management in January 2011. Morton holds an Investment Management Certificate (IMC) and is a Fellow of the Securities
Institute (FSI).
Track record
Colin Morton has 17.3 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.11%.
During the worst period of relative performance (from November 1998 - February 2000) there was a decline of 16% relative to the index. The worst absolute loss has been 37%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is more than 99%.
Other funds managed
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Start Date |
FRANKLIN UK BLUE CHIP GROWTH
|
Sep 2000
|
|
Jan 1995
|
| Periods of worst performance |
|
Absolute
|
-37%
(May 2007 - February 2009)
|
|
Relative
|
-16%
(November 1998 - February 2000)
|
Sector record since
January 1995 (17 yrs)
About the MRI
Our unique indicator: the Bestinvest Manager Record Index (MRI) measures the likelihood that the fund manager is adding value through their decisions. It is based on their performance record over the course of their career, adjusted for the amount of risk taken. MRI is an important contributor to our fund rating system but it is also vital to take account of qualitative factors. It is also very important to select funds to form a cohesive portfolio with an appropriate overall risk level. Read more about our approach