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You are here: Manager factsheet

Colin Morton
Franklin Templeton Fund Mgt Lt, Franklin Temp Intnl Serv SARL
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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
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
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 4.7 2.2 10.8 27.8 -16.1 3.6 3.6 14.6 2.1 9.2
Peer Group Composite 7.3 -1.3 5.7 36.7 -19.0 3.2 2.6 18.1 -3.3 5.7
Over / Under -2.6 3.5 5.1 -8.9 2.9 0.4 1.0 -3.5 5.4 3.5
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
Up
Outperformed peer group composite
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
3 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 May 31 2012 to present
FTF Martin Currie UK Opportunities Co-managed UT UK All Companies since Jun 01 2013 to present
Martin Currie UK Equity Income Co-managed FO Equity - UK since Sep 15 2020 to present
FTF Martin Currie UK Equity Income Co-managed UT UK Equity Income since Oct 01 2020 to present
FTF Martin Currie UK Rising Dividends Co-managed UT UK All Companies since Oct 01 2020 to present
Funds managed previously
Fund Periods
Omnis UK All Companies since Sep 29 2018 to Dec 31 2022
Omnis UK Equity since Jun 11 2018 to fund close
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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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