07 Oct 2019
Colin Morton is one of the longest-standing fund managers in the UK, with more than thirty years' experience. Not surprisingly he has serious knowledge of the UK marketplace and is the perfect choice for our speaker on UK investment.
Vice President and Fund Manager at Franklin Templeton Investments (since 2011 & following the acquisition of Rensburg Fund Management), specialising in large cap UK equity analysis and investment. Lead manager of the Franklin UK Equity Income Fund and Franklin UK Rising Dividends Fund.
Trainee stockbroker with Wise Speke & Co. (1983 to 1988).
Private Client Executive for Rensburg (1988 to 2011), moving to Investment Manager in 1991. Manager of Rensburg UK Equity Income Trust from January 1995, manager of the Rensburg UK Blue Chip Growth Trust from September 2000 and joint manager of the Rensburg UK Managers Focus Trust since its launch in September 2006. In 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.
Investment Management Certificate (IMC) and Fellow of the Securities Institute (FSI).
“Invest in something you know. And if you haven’t got enough money to have a spread and diversification of individual companies, you should be looking at investing in a fund. Because just to pick up on one or two companies, however great you might think those businesses are, is quite a dangerous thing to do.”
“Last summer Greggs had a couple of profit warnings and the stock fell from around £14 to about £10, so we bought stocks planning on holding it for the next three to five years, but the valuation in our opinion got far too expensive, the stock had risen from £10 to £18 when we sold it. It’s had a lot of publicity on the back of the vegan sausage roll. That sounds a ridiculous comment to make, but it certainly helped. We decided to sell the position and take an incredibly attractive profit in a very short period of time. That’s very unusual for us. Greggs vegan sausage roll got a lot of PR."
Click here to book your place and hear Colin speak at the RSMR conference
This information is for UK Professional Advisers only and should not be given to retail clients.The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.
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