FTF Franklin UK Mid Cap Fund W (acc)Register to Unlock Ratings |
| Performance History | 31/07/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | -13.5 | 42.3 | -14.2 | 19.1 | -14.5 |
| +/-Cat | 1.5 | 11.5 | -11.3 | 4.3 | 2.1 |
| +/-B’mrk | 1.7 | 11.5 | -5.7 | 0.7 | -1.1 |
| Category: UK Mid-Cap Equity | ||||||
| Category Benchmark: FTSE 250 Ex Investment Trus... | ||||||
| Key Stats | ||
| NAV 10/08/2022 | GBP 2.52 | |
| Day Change | -0.24% | |
| Morningstar Category™ | UK Mid-Cap Equity | |
| IA (formerly IMA) Sector | UK All Companies | |
| ISIN | GB00B7BXT545 | |
| Fund Size (Mil) 29/07/2022 | USD 1050.00 | |
| Share Class Size (Mil) 29/07/2022 | GBP 320.52 | |
| Max Initial Charge | - | |
| Ongoing Charge 31/03/2022 | 0.82% | |
| Morningstar Research |
| Analyst Report |
Franklin UK Mid Cap benefits from a stable team-based approach and an experienced lead manager well-versed in its implementation. All share classes retain a Morningstar Analyst Rating of Bronze. Richard Bullas took the lead role in mid-2020... |
| Click here to read this analyst report on the underlying fund. |
| Morningstar Pillars | |
|---|---|
| People | Above Average |
| Parent | Average |
| Process | Above Average |
| Performance | |
| Price | |
| Investment Objective: FTF Franklin UK Mid Cap Fund W (acc) |
| The Fund aims to grow in value by more than the FTSE 250 (ex-Investment Trusts) 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 will invests at least two thirds (but typically significantly more) in the shares of medium-sized companies that are constituents of the FTSE 250 (ex-Investment Trusts) Index and that are incorporated/domiciled in the UK or which have significant business operations in the UK. This will typically be around 30–50 companies. The Fund’s managers try to further reduce risk by making sure no single company share dominates the Fund’s investments. Normally they try to keep shareholdings in any individual company between 1.5% and 5% of the Fund’s total value. |
| Returns | |||||||||||||
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| Management | ||
Manager Name Start Date | ||
Richard Bullas 02/09/2013 | ||
Daniel Green 30/06/2020 | ||
| Click here to see others | ||
Inception Date 31/05/2012 | ||
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| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| FTSE 250 Ex Investment Trust TR GBP | FTSE 250 Ex Investment Trust TR GBP |
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| Portfolio Profile for FTF Franklin UK Mid Cap Fund W (acc) | 30/06/2022 |
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| Top 5 Holdings | Sector | % |
 Spirent Communications PLC |  Technology | 5.25 |
| QinetiQ Group PLC |  Industrials | 4.30 |
 Serco Group PLC | Industrials | 4.19 |
| Cranswick PLC |  Consumer Defensive | 4.13 |
| Grainger PLC |  Real Estate | 4.02 |
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 Increase Decrease  New since last portfolio | ||
| FTF Franklin UK Mid Cap Fund W (acc) | ||
