FRANKLIN UK MANAGERS FOCUS - Manager
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Average monthly relative returns
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Bestinvest MRI
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07/08
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08/09
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09/10
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10/11
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11/12
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3 years
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5 years
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Career
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3 years
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5 years
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Career
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-0.57%
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0.29%
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-0.35%
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0.69%
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0.09%
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0.14%
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0.03%
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0.15%
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73.2%
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68.1%
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81.3%
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Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Rensburg Focus Fund Team
Colin Morton began his career in 1983 as a trainee stockbroker with Wise Speke & Co, before joining Rensburg in 1988.
Paul Spencer joined Rensburg from TD Waterhouse where he was Head of Research, specialising in small and mid cap investment analysis. From July 1991 to October 1995 he was the Fund Manager of the BWD UK Smaller Companies Trust.
Mark Hall trained as an Accountant before joining Rensburg in 1988 as a Smaller Companies Investment Analyst. He subsequently managed private client discretionary portfolios for four years before assuming control of BWD Rensburg Equity Growth in 1997. Hall holds a BA (Hons) in Geography with additional Economics. He also holds the IMC and MSI (Dip) qualifications.
Stuart Sharp has a degree in Law with Accountancy & Economics from Edinburgh University and professional qualifications including the LLB, NP and MSI Dip. He joined Rensburg in 1991 and is now Investment Director.
Track record
Rensburg Focus Fund Team has 5.6 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.15%.
During the worst period of relative performance (from June 2008 - March 2010) there was a decline of 12% relative to the index. The worst absolute loss has been 41%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is 81%.
Other funds managed
| Periods of worst performance |
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Absolute
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-41%
(May 2007 - November 2008)
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Relative
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-12%
(June 2008 - March 2010)
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Sector record since
October 2006 (6 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