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You are here: Manager factsheet

Richard Bullas

Franklin Templeton Funds (UK), Omnis Investments Ltd
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FE Trustnet verdict
Overall, performing better than the peer group composite. However, over a fairly lengthy track record, the manager has under-performed the peer group more often than not. stock picking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
Richard Bullas is a portfolio manager at Franklin Templeton Fund Management. He is co-manager on the Franklin UK Smaller Companies Trust and manages the Smaller Companies portion of the Franklin UK Manager's Focus Fund. Richard has worked with the fund management team for over 12 years, joining Franklin Templeton Fund Management via the acquisition of Rensburg Fund Management in 2011. Mr. Bullas 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. Mr. Bullas investment approach focuses heavily on individual company analysis, identifying quality undervalued companies that have the potential for long term outperformance. Richard has covered the UK smaller companies sector for 12 years and has considerable experience researching and analysing smaller companies. Prior to joining Rensburg Fund Management (now Franklin Templeton Fund Management) Mr. Bullas 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. Mr. Bullas holds a B.Sc. (Hons) degree in business and management studies from Bradford University School of Management, graduating in 1998. 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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
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 -4.4 9.7 23.8 -5.4 21.3 9.3 43.7 - - -
Peer Group Composite -3.9 10.2 21.0 -0.4 9.8 10.1 29.2 - - -
Over / Under -0.5 -0.5 2.8 -5.0 11.5 -0.8 14.5 - - -
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
3 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Franklin UK Managers Focus Co-managed UT UK All Companies since Jun 22 2012 to present
Franklin UK Smaller Companies Co-managed UT UK Smaller Companies since Jun 22 2012 to present
Franklin UK Mid Cap Co-managed UT UK All Companies since Sep 02 2013 to present
Omnis UK Smaller Companies Lead manager UT UK Smaller Companies since Sep 29 2018 to present
Omnis UK All Companies Co-managed UT UK All Companies since Sep 29 2018 to present
Funds managed previously
Fund Periods
No previously managed funds
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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