Franklin UK Mid Cap Fund

this is a well-managed fund with a track record of outperformance

There are over 400 UK Equity Growth and Income Funds; providing investors with access to many different investment styles. So choosing the right fund depends upon understanding their methods and aims.

Performance is part of the equation but equally the management team is crucial. We have met a number of talented Fund Managers, the likes of Standard Life Investments, Neptune, Schroders, Legal and General, Threadneedle and Liontrust (not all of these are in our portfolios).

We recently reviewed the Franklin UK Managers Focus Fund. This was an interesting fund because it brought together the best ideas from across the UK team into one fund. Effectively it was their shop window to the world. One of the managers which stood out was Paul Spencer who manages the UK Mid Cap Fund.

We highlighted his excellent track record but with negative sentiment towards mid cap stocks the question is whether now is the time to invest and if so whether this fund can respond to this evolving environment.

Fund Facts Morningstar


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