Introducing the Investment Managers
Dan Green is a Portfolio Manager and Equity Research Analyst for the Franklin UK Equity Team, focussing on UK Small-Cap 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.Franklin Templeton Investments
Jonathan Winton joined Fidelity as an analyst in 2005, and has covered pan European Support Services, Small Cap Technology and Beverages & Tobacco stocks. He was promoted to co-portfolio manager of FIF UK Smaller Companies in February 2013, and since then has been gradually increasing his responsibility for the day-to-day management of the fund. He was appointed as the co-portfolio manager of the FIF Special Situations portfolios, managed by Alexander Wright, in February 2020.Fidelity International
The Fund intends to invest at least 70% in the equity securities of smaller UK companies. UK smaller companies are defined as those which are domiciled, incorporated or have significant exposure to the UK and which have a market capitalisation no greater than the largest company in the Deutsche Numis Smaller Companies ex-Investment Trusts TR Index at the point of purchase. The Fund may also invest in other transferable securities (for example, equity securities of smaller, mid and large international companies), units in collective investment schemes (including schemes managed and operated by the ACD or its associates), money market instruments, warrants, cash and near cash deposits as detailed in the Prospectus.
It is envisaged that the investment portfolio of the Fund will be concentrated, typically comprising between 35 and 60 stocks.
Derivatives may be used for the purposes of hedging and for efficient portfolio management.