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You are here: Manager factsheet

Ben Russon

 FE fundinfo Alpha Manager
Franklin Templeton Fund Mgt Lt, Omnis Investments Ltd, Franklin Temp Intnl Serv SARL
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Manager profile
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.
Total return for Ben Russon
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Ben Russon

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Ben Russon 12.4 1.0 -4.3 31.6 -16.7 9.5 -3.3 14.3 9.1 11.2
Peer Group Composite 16.9 4.2 -12.5 35.8 -15.6 6.8 -3.3 15.5 8.3 5.6
Over / Under -4.5 -3.2 8.2 -4.2 -1.1 2.7 0.0 -1.2 0.8 5.6
Performance vs peer group composite: Ben Russon
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
FTF Martin Currie UK Managers Focus Co-managed IA UK All Companies since Apr 16 2013 to present
FTF Martin Currie UK Equity Income Co-managed IA UK Equity Income since Sep 01 2013 to present
FTF Martin Currie UK Rising Dividends Co-managed IA UK All Companies since Sep 02 2013 to present
Omnis UK All Companies Co-managed IA Unclassified since Sep 29 2018 to present
Martin Currie UK Equity Income Co-managed FO Equity - UK since Sep 15 2020 to present
Funds managed previously
Fund Periods
FTF Martin Currie UK Opportunities since Apr 16 2013 to fund close
BNY Mellon Sustainable UK Opportunities since Jul 01 2005 to Feb 12 2013
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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