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You are here: Manager factsheet

Colin Morton

Franklin Templeton Funds (UK), Omnis Investments Ltd
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Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has, period by period, consistently managed to outperform the peer group. stock picking has made a contribution to results, which have tended to be similar in rising and falling markets.
Manager profile
Colin Morton is a vice president, lead manager of the Franklin UK Equity Income Fund and Franklin UK Rising Dividends Fund, specialising in large cap UK equity analysis and investment. Mr. Morton joined Franklin Templeton Investments when it acquired Rensburg Fund Management (now Franklin Templeton Fund Management) in January 2011. Mr. Morton began his career in 1983 as a trainee stockbroker with Wise Speke & Co. He joined Rensburg in 1988 as a private client executive, becoming an investment manager in 1991. He became the manager of Rensburg UK Equity Income Trust in January 1995, manager of the Rensburg UK Blue Chip Growth Trust in September 2000 and has been a joint manager of the Rensburg UK Managers Focus Trust since its launch in September 2006. On the 15 October 2011, all three trusts were merged into newly created sub funds the Franklin Templeton Funds OEIC range and renamed to reflect the Franklin Templeton brand. Mr. Morton holds an Investment Management Certificate (IMC) and is a Fellow of the Securities Institute (FSI).
Total return for Colin Morton
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
Discrete calendar year performance : Colin Morton

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
Colin Morton -7.8 -3.3 3.3 20.6 -1.7 12.9 13.0 31.9 -6.4 24.2
Peer Group Composite -9.8 -4.7 6.0 21.0 -6.3 10.2 11.3 30.6 -7.8 20.3
Over / Under 2.0 1.4 -2.7 -0.4 4.6 2.7 1.7 1.3 1.4 3.9
Performance vs peer group composite: Colin Morton
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
Outperformed peer group composite
8 years
out of a possible 10
Overall markets
Underperformed peer group composite
2 years
out of a possible 10
Rising markets
Outperformed peer group composite
4 years
out of a possible 6
Falling markets
Outperformed peer group composite
4 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Franklin UK Equity Income Co-managed IA UK Equity Income since Jan 01 1995 to present
Franklin UK Rising Dividends Co-managed IA UK All Companies since Sep 01 2000 to present
Franklin UK Managers Focus Co-managed IA UK All Companies since Sep 01 2006 to present
Franklin UK Opportunities Co-managed IA UK All Companies since Apr 16 2013 to present
Omnis UK All Companies Lead manager IA Unclassified since Sep 29 2018 to present
Funds managed previously
Fund Periods
Omnis UK Equity since Jun 11 2018 to fund close
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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