FTF Martin Currie UK Managers Focus W Acc
ISIN: GB00B7MPWT49 | MEX: TVMAAK | CITI: G25R
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Buy 300.8 GBX
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Sell 300.8 GBX
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Price Change -0.56200%
Past Performance
- 25th Apr 2020 to 25th Apr 202133.00%
- 25th Apr 2021 to 25th Apr 20223.05%
- 25th Apr 2022 to 25th Apr 2023-1.77%
- 25th Apr 2023 to 25th Apr 20243.46%
- 25th Apr 2024 to 25th Apr 20252.73%
Objectives and Approach
FTF MARTIN CURRIE UK MANAGERS’ FOCUS FUND aims to grow in value by more than the FTSE All-Share Index, from a combination of income and investment growth over a three to five-year period after all fees and costs are deducted. The Fund invests at least two thirds (but typically significantly more) in shares of companies listed on the London Stock Exchange that are incorporated/domiciled in the UK or which have significant business operations in the UK.
Key Information
Inception | 1st Sep 2006 |
Historic Yield | 2.8100% |
Sector | IA UK All Companies |
Fund Size | £74.554mn |
Fund Type | OEIC |
Classification | Accumulation |
Charges
Total Ongoing Charges
Please note that whilst we endeavour to show all charges associated with specific funds, sometimes this is not possible due to the information not being made available by the fund provider. In such cases transaction or incidental cost information may be missing. |
0.9778% |
Initial Charge | 0% |
AMC | 0.65% |
Our Platform Charge We charge a platform fee of 0.30%. Our charges are shown on our rates and charges sheet |
0.30% |
Cost and Charges Information
This calculator provides you with costs and charges information regarding our charges and, where relevant, the costs within this investment product
Account Type
Annual charges
These are the annual costs based on an initial investment amount of over 1 year assuming a net zero growth rate
Cost Category | % of Investment | lump sum costs |
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Our annual fee
Our annual feeIncludes our platform fee at 0.30% per annum (excluding Charles Stanley Multi Asset Funds and anycash held). The min fee is £60, the max is £600 per annum, plus SIPP administration fee (if applicable, only charged if < £30,000 held) – see here |
0.30% | |
Dealing charges
Dealing chargesAny one-off commission charges associated with investing. Note that government taxes and levies are not included. This does not include any commission credits you may have available |
N/A | |
Product provider costs
Product provider costsProduct provider costs shown are inclusive of the fund ongoing charges figure (OCF), transaction costs and incidental costs |
0.9778% | |
Total (£)
Total (£)Costs per annum displayed in monetary value |
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Total (%)
Total (%)Costs per annum displayed as a percentage of investment value |
Cumulative effect of charges on your investment's return
This illustration assumes that costs occur evenly throughout the year, charges are paid out of the investment evenly throughout the year, and that an annual growth rate of applies evenly throughout the year, before any charges including product charges
lump sum invested with an assumed growth rate of | 1 year | years |
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What you might get back at with no charges applied
What you might get back at with no charges appliedThese are the illustrative values of a investment after growth and no costs applied at the end of the defined period |
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Annual charges
Annual chargesThese are the annual costs based on an initial investment amount of assuming a net zero growth rate |
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Effect of charges on return (%)
Effect of charges on return (%)These are the overall costs in percentage terms, based on an initial investment amount of assuming a growth rate |
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Effect of charges on return (£)
Effect of charges on return (£)These are the overall costs in monetary value, based on an initial investment amount of assuming a growth rate |
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What you might get back at with charges applied
What you might get back at with charges appliedThese are the illustrative values of a investment after growth and costs at the end of the defined period |
This illustration is not a forecast of future investment performance but merely a means to demonstrate the potential impact of costs and charges for an assumed return of . Whilst we make reasonable endeavours to ensure the accuracy of third party charges information, this is intended for illustrative purposes only and should not be relied upon. We do not warrant or represent that this information is accurate, complete or up to date, therefore we accept no responsibility or liability for its use
Performance
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Chart Options
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This fund's IA Sector (IA UK All Companies)
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Current Comparators -
Cumulative Performance
1 month 3 months 6 months 1 year 3 years 5 years -2.69% -1.92% -1.76% 2.73% 4.41% 43.10%
Important Information
Headline performance can mask the true characteristics of a fund. Without fully understanding how a fund is managed, you may inadvertently become exposed to an undesirable level of risk to your capital. Some funds carry a dilution levy which reduces the number of units realised on any initial investment as an initial charge. If this fund carries such a levy it should be detailed in the Key Investor Information Document (KIID), which we must provide and you should read before investing.
The charts and performance data shown are supplied by an external data provider and may contain data that appears to precede the introduction of the clean unit class for this fund. In such cases, historical data has been synthesised at the entire discretion of that external provider as realistically as possible using historical data recorded against the previously available commission-paying version of the fund, adjusting for fees in the process.
Composition
View Fund Allocation by:
Important Documents
The documents listed below are the latest versions made available to our data provider by the fund management group, but may not necessarily reflect the applicable charges that would be levied should you purchase this fund via Charles Stanley Direct. You should treat the charges and other figures shown in the 'Overview' tab as accurate.
The Fact Sheet is supplied on a monthly basis by the management group and provides limited information on the fund. Past performance data and a review of how the fund has performed are commonly featured.
107,296 bytes PDF Document; last updated 31 Mar 2025
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Management Team
Will Bradwell Richard Bullas Joanne Rands Courtney Westcarr Ben Russon Marcus Tregoning Daniel Green
Will Bradwell
has managed this fund for 9 months.
Will Bradwell is a portfolio manager/research analyst working in the UK equity team focusing on larger-cap UK equities. He is a manager on the FTF Franklin Rising Dividend Fund, FTF Franklin UK Equity Income and FTF Franklin UK Opportunities Fund. Will has been a member of the UK equity team since September 2018. Prior to joining Franklin Templeton, he had worked for a FTSE 250 investment management firm and prior to this had held various front office roles. Will has a Bachelors Degree in Accounting & Finance and is a Chartered Financial Analyst (CFA) Charterholder.
Manager Cumulative Performance v Peer Group
All funds managed by Will
Name of Security | Sole/Co | Managed Since |
---|---|---|
FTF MrtCurUKEqInc | Co | Oct 2020 |
FTF MrtCurUKMgrsFcs | Co | Jun 2024 |
FTF MrtCurUKRsgDiv | Co | Oct 2020 |
FTF MrtCurUKMgrsFcs | Co | Jun 2024 |
FTF MrtCurUKRsgDiv | Co | Oct 2020 |
FTF MrtCurUKEqInc | Co | Oct 2020 |
Martin Currie UKEqInc | Co | Sep 2020 |
Richard Bullas
has managed this fund for 12 years and 10 months.
Richard Bullas is a vice president and portfolio manager at Franklin Templeton Fund Management. He is lead portfolio manager on the Franklin UK Mid Cap Fund and manages the Mid Cap portion of the Franklin UK Manager's Focus Fund. Richard has worked with the fund management team for over 20 years, joining Franklin Templeton Fund Management via the acquisition of Rensburg Fund Management in 2011. Richard joined the team in 2000 as a Trainee Fund Manager, supporting the fund managers on a range of equity unit trusts while studying for his professional investment qualifications (IMC and Chartered MCSI). After 3 years he was appointed Assistant Fund Manager, assisting and reporting to the investment director, specifically on the management of the Franklin UK Smaller Companies Trust and the Franklin UK Manager's Focus Fund. From 2006 he was made Fund Manager and Associate Director while at Rensburg, co-managing 2 UK Equity Mandates as well deputy fund manager on the Franklin UK Select Growth Trust and Franklin UK Manager's Focus Fund. Richard has specialised in UK small and mid-cap companies for over 20 years. Richard has considerable experience in managing small and mid-cap portfolios, and conducting in-depth research and analysis. Prior to joining Rensburg Fund Management (now Franklin Templeton Fund Management) Richard worked at AVIVA Plc as a Market Analyst in the life and pensions department. Prior to that he spent a short time working at a Chartered Accountants, for the Audit Team. Richard holds a B.Sc. (Hons) degree in business and management studies from Bradford University School of Management. He holds the IMC (Investment Management Certificate) and is a Chartered MCSI (Chartered Institute for Securities and Investment).
Manager Cumulative Performance v Peer Group
All funds managed by Richard
Name of Security | Sole/Co | Managed Since |
---|---|---|
FTF MrtCurUKMgrsFcs | Co | Jun 2012 |
FTF MrtCurUKMdCap | Co | Sep 2013 |
FTF MrtCurUKSmlrCo | Co | Jun 2012 |
FTF MrtCurUKMgrsFcs | Co | Jun 2012 |
FTF MrtCurUKMdCap | Co | Sep 2013 |
FTF MrtCurUKSmlrCo | Co | Jun 2012 |
Joanne Rands
has managed this fund for 13 years and 6 months.
Jo Rands is a portfolio manager and research analyst in the Martin Currie UK Equity team, focusing on large cap UK equities. She joined the team in September 2021. Previously, Jo was a UK Equity Portfolio Manager at Rathbone Unit Trust Management, part of Rathbone Brothers plc. Prior to this, she held roles in UK equity sales and portfolio management several firms including Hermes and in HSBC. Jo began her career in 1999, working in a graduate role at Brewin Dolphin in Leeds. Jo has a first-class BSc (Hons) degree in Geography from the University of Nottingham. She holds the Securities Institute Diploma.
Manager Cumulative Performance v Peer Group
All funds managed by Joanne
Name of Security | Sole/Co | Managed Since |
---|---|---|
FTF MrtCurUKEqInc | Co | Mar 2022 |
FTF MrtCurUKMgrsFcs | Co | Oct 2011 |
FTF MrtCurUKRsgDiv | Co | Mar 2022 |
FTF MrtCurUKMgrsFcs | Co | Oct 2011 |
FTF MrtCurUKRsgDiv | Co | Mar 2022 |
FTF MrtCurUKEqInc | Co | Mar 2022 |
Martin Currie UKEqInc | Co | Mar 2022 |
Courtney Westcarr
has managed this fund for 2 months.
There is currently no biography information for Courtney Westcarr.
Manager Cumulative Performance v Peer Group
All funds managed by Courtney
Name of Security | Sole/Co | Managed Since |
---|---|---|
FTF MrtCurUKMgrsFcs | Co | Jan 2025 |
FTF MrtCurUKMdCap | Co | Jan 2025 |
FTF MrtCurUKSmlrCo | Co | Jan 2025 |
FTF MrtCurUKMgrsFcs | Co | Jan 2025 |
FTF MrtCurUKMdCap | Co | Jan 2025 |
FTF MrtCurUKSmlrCo | Co | Jan 2025 |
Ben Russon
has managed this fund for 12 years .
Ben Russon is a vice president and portfolio manager based in Leeds as part of Franklin Templeton Fund Management. He is the lead manager on the Franklin UK Opportunities Fund and co-manager on the Franklin UK Managers' Focus Fund. Mr. Russon joined the Franklin Templeton UK Equity team during 2013. Prior to this he spent 13 years as a fund manager with Newton Investment Management, specialising in UK Equities. He was the lead manager on the Newton UK Opportunities Fund from 2005, alongside associated institutional mandates. Previously he worked at Newton in the research function, specialising in the global food retail sector. Wider responsibilities also included global equity investment with the Newton Osprey Fund. Mr. Russon graduated from the University of Edinburgh with an M.A. (joint honours) in geography and economics. He is a Chartered Financial Analyst (CFA) charterholder.
Manager Cumulative Performance v Peer Group
All funds managed by Ben
Name of Security | Sole/Co | Managed Since |
---|---|---|
FTF MrtCurUKEqInc | Co | Sep 2013 |
FTF MrtCurUKMgrsFcs | Co | Apr 2013 |
FTF MrtCurUKRsgDiv | Co | Sep 2013 |
FTF MrtCurUKMgrsFcs | Co | Apr 2013 |
FTF MrtCurUKRsgDiv | Co | Sep 2013 |
FTF MrtCurUKEqInc | Co | Sep 2013 |
Martin Currie UKEqInc | Co | Sep 2020 |
Marcus Tregoning
has managed this fund for 9 months.
There is currently no biography information for Marcus Tregoning.
Manager Cumulative Performance v Peer Group
All funds managed by Marcus
Name of Security | Sole/Co | Managed Since |
---|---|---|
FTF MrtCurUKMgrsFcs | Co | Jun 2024 |
FTF MrtCurUKMdCap | Co | Jun 2020 |
FTF MrtCurUKSmlrCo | Co | Jun 2020 |
FTF MrtCurUKMgrsFcs | Co | Jun 2024 |
FTF MrtCurUKMdCap | Co | Jun 2020 |
FTF MrtCurUKSmlrCo | Co | Jun 2020 |
Daniel Green
has managed this fund for 4 years and 9 months.
Dan Green is a Portfolio Manager and Equity Research Analyst for the Franklin UK Equity Team, focussing on UK Small- and Mid-cap equities. He is a co-manager on the Franklin UK Smaller Companies fund. Dan joined Franklin Templeton Investments in September 2015.Dan began his career with PwC working predominately with Financial Services clients before joining JP Morgan to work as Equity Derivatives Analyst. His role prior to Franklin Templeton Investments was at Deutsche Bank where he was Assistant Vice President in the Valuations team.Dan holds a Bachelor of Laws (Hons) from the University of Sheffield. He also holds an Investment Management Certificate (IMC) and is a Chartered Financial Analyst (CFA) charterholder.
Manager Cumulative Performance v Peer Group
All funds managed by Daniel
Name of Security | Sole/Co | Managed Since |
---|---|---|
FTF MrtCurUKMgrsFcs | Co | Jun 2020 |
FTF MrtCurUKMdCap | Co | Jun 2020 |
FTF MrtCurUKSmlrCo | Co | Dec 2017 |
FTF MrtCurUKMgrsFcs | Co | Jun 2020 |
FTF MrtCurUKMdCap | Co | Jun 2020 |
FTF MrtCurUKSmlrCo | Co | Dec 2017 |