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Franklin UK Rising Dividends A Inc

Ranked 90 out of 234 in - UK (All Companies) over 36 months
All calculations are in GBP unless stated

Managed by

Mark Hall

Mark Hall says 'common sense' and 'pragmatism' are the main characteristics of his investment style which have helped him ride the changing tides of the stockmarket to great effect. Hall joined Rensburg in 1988 as a smaller companies investment analyst. He launched the BWD Aggressive Growth fund in September 2001 (renamed Rensburg UK Select Growth) for which he prefers to run a concentrated portfolio containing between 30 to 50 stocks across the market capitalisation range. Hall’s focus on absolute returns, and his freedom to invest across the market has enabled the fund to deliver consistently good performance. Hall enjoys walking, football and European cinema.

Colin Morton

Colin Morton is a vice president, lead manager of the Franklin UK Equity Income Fund and Franklin UK Rising Dividends Fund, specialising in large cap UK equity analysis and investment. Morton joined Franklin Templeton Investments when it acquired Rensburg Fund Management in January 2011. He began his career in 1983 as a trainee stockbroker with Wise Speke & Co. He joined Rensburg in 1988 as a private client executive, becoming an investment manager in 1991. Morton holds an Investment Management Certificate (IMC) and is a Fellow of the Securities Institute (FSI).

Ben Russon

Born and raised in North Yorkshire, Ben Russon read Economics and Geography at Edinburgh graduating with a Master's degree in 1998 before joining Newton the following year. After nearly 14 years he joined Franklin Templeton in 2013 where he runs UK equity funds. When away from the office, Ben enjoys playing golf and running.

Objective

Franklin UK Rising Dividends Fund aims to increase the value of its investments by more than the return of the FTSE All-Share Index over the medium to long term.The Fund invests mainly in equity securities of companies that have paid consistently rising dividends.The Fund will invest in the equity securities of UK companies that the fund management team believes are attractively priced, financially sound, with strong company management and have the potential to continue to increase their dividends over time.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2016 - 30/04/2019
  • Rank 90/234 Total Return
  • Rank 35/234 Standard Deviation
  • Rank 25/234 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.7%
2018 -9.4% -5.7% 6.5% -1.1% -8.8%
2017 12.2% 6.6% 1.4% 2.7% 1.1%
2016 13.6% 3.1% 2.3% 8.0% -0.3%
2015 6.6% 6.6% -2.8% -3.2% 6.3%
2014 5.4% -0.1% 4.2% -1.0% 2.2%
2013 23.1% 11.4% -0.7% 3.4% 7.7%
2012 9.3% 5.4% -2.4% 3.9% 2.2%
2011 -0.5% 1.7% 1.8% -10.9% 7.9%
2010 12.5% 4.8% -10.6% 14.2% 5.2%
2009 17.6% -12.3% 8.0% 17.8% 5.5%
2008 -25.2% -10.5% -0.9% -10.3% -5.9%
2007 5.5% 2.6% 2.5% -0.3% 0.5%
2006 14.1% 7.8% -2.5% 3.8% 4.6%
2005 18.8% 2.4% 5.7% 6.2% 3.3%
2004 12.6% -0.3% 2.8% 2.8% 6.8%
2003 18.0% -5.4% 13.1% 1.6% 8.6%
2002 -18.6% 3.0% -10.2% -16.5% 5.4%
2001 -9.7% -7.0% 1.5% -13.1% 10.1%
2000 -1.3% -2.6% -1.6% -0.7% 3.7%
1999 17.3% 8.8% -1.5% -4.3% 14.5%
1998 15.5% 16.9% -0.2% -12.6% 13.3%
1997 23.9% 7.4% 2.9% 11.8% 0.3%
1996 21.0% 4.3% 4.0% 4.4% 6.8%
1995 6.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/10/2011
  • Share Class size88Mn
  • Base currencyGBP
  • ISIN GB00B6VBM074

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

Related News

Franklin Templeton shuts three funds in product review

Franklin Templeton has shut down three of its Oeic funds as it reviews its UK fund offerings and promises further launches.

Franklin Templeton slashes UK equity fees by 40%

The cut applies to Franklin UK Rising Dividends, Franklin UK Equity Income and Franklin UK Opportunities.

Franklin Templeton to rebrand & overhaul Morton's UK Blue Chip fund

Franklin Templeton is to rebrand its UK Blue Chip Income fund as UK Rising Dividends and change its objective to a multi-cap income focus.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).