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You are here: Manager factsheet

Daniel Green

Franklin Templeton Fund Mgt Lt, Omnis Investments Ltd
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Manager profile
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.
Total return for Daniel Green
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
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Daniel Green

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
Daniel Green -0.8 -13.1 12.7 2.2 25.7 -11.7 - - - -
Peer Group Composite -0.3 -10.1 12.7 1.3 20.2 -8.3 - - - -
Over / Under -0.5 -3.0 0.0 0.9 5.5 -3.4 - - - -
Performance vs peer group composite: Daniel Green
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 6
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
 
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 30 2020 to present
FTF Martin Currie UK Mid Cap Co-managed UT UK All Companies since Jun 30 2020 to present
Omnis UK Smaller Companies Co-managed UT UK Smaller Companies since Jun 30 2020 to present
Funds managed previously
Fund Periods
FTF Martin Currie UK Smaller Companies since Dec 01 2017 to Mar 21 2023
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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