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You are here: Manager factsheet

Richard Bullas

Franklin Templeton Fund Mgt Lt, Omnis Investments Ltd
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Manager profile
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).
Total return for Richard Bullas
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
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
63-99m
 
 
 
 
 
 
 
 
 
75-111m
 
 
 
 
 
 
 
 
 
87-123m
 
 
 
 
 
 
 
 
 
99-135m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Richard Bullas

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
Richard Bullas -0.8 -13.1 12.7 0.7 24.9 -8.0 23.1 9.5 10.3 1.7
Peer Group Composite -0.3 -10.1 12.7 2.0 17.4 -6.8 18.2 16.4 2.0 0.9
Over / Under -0.5 -3.0 0.0 -1.3 7.5 -1.2 4.9 -6.9 8.3 0.8
Performance vs peer group composite: Richard Bullas
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
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
FTF Martin Currie UK Managers Focus Co-managed UT UK All Companies since Jun 22 2012 to present
FTF Martin Currie UK Mid Cap Co-managed UT UK All Companies since Sep 01 2013 to present
Omnis UK Smaller Companies Co-managed UT UK Smaller Companies since Sep 29 2018 to present
Funds managed previously
Fund Periods
FTF Martin Currie UK Smaller Companies since May 31 2012 to Mar 21 2023
Omnis UK All Companies since Sep 29 2018 to Jul 31 2019
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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