DOCSLIB.ORG

Ukcorporateconference2021 U

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
Ukcorporateconference2021 U INVITATION BERENBERG is delighted to invite you to its UK CORPORATE CONFERENCE 2021 on Tuesday 23rd – Wednesday 24th March 2021 Virtual Conference Conference calls will be scheduled throughout the day. Our Events Team will be providing technical support and facilitating all calls. LIST OF PARTICIPATING COMPANIES BY SECTOR (SUBJECT TO CHANGE) Business Services Consumer Financials DS Smith plc Britvic plc Admiral Group plc Homeserve plc Compass Group PLC Ashmore Group plc Intertek Group plc Cranswick plc Grainger Plc IWG Plc Dalata Hotel Group plc London Stock Exchange Group plc John Menzies plc Gamesys Group plc Man Group plc Marlowe plc Greencore Group plc St. James’s Place plc Safestore Holdings plc Greggs plc Unite Group plc Signature Aviation GVC Holdings plc Uniphar PLC Hollywood Bowl Group Intercontinental Hotels Group plc National Express Ocado Group plc Pets at Home Group plc TUI AG Whitbread plc Healthcare Materials TMT AstraZeneca plc BAE Systems plc Ascential plc Glaxosmithkline plc Centamin plc Auto Trader Group plc IP Group plc Ceres Power Holdings plc Boku Inc Spire Healthcare Group plc Diploma plc BT Group plc discoverIE Group plc Computacenter plc Electrocomponents plc Craneware plc Energean plc Daily Mail & General Trust Howden Joinery Group Plc Draper Esprit Ibstock Plc Future plc International Consolidated Airlines GB Group plc Polymetal International plc Informa plc Polypipe Group plc Kainos Group Premier Oil Midwich Group plc Rolls-Royce Holdings plc Network International Rotork plc Next Fifteen Communications plc Spirax-Sarco Engineering plc Vodafone Group Plc Synthomer plc WPP plc Travis Perkins plc Vesuvius plc Victoria plc LIST OF PARTICIPATING COMPANIES BY DAY (SUBJECT TO CHANGE) Tuesday 23rd March 2021 Wednesday 24th March 2021 Ascential plc Greggs plc Admiral Group plc London Stock Exchange Group plc AstraZeneca plc GVC Holdings plc Ashmore Group plc Man Group plc Auto Trader Group plc Hollywood Bowl Group BAE Systems plc Marlowe plc Boku Inc Informa plc Centamin plc Polymetal International plc Britvic plc Intercontinental Hotels Group plc Ceres Power Holdings plc Polypipe Group plc BT Group plc IP Group plc Diploma plc Premier Oil Compass Group PLC Kainos Group discoverIE Group plc Rolls-Royce Holdings plc Computacenter plc Midwich Group plc DS Smith plc Rotork plc Craneware plc National Express Energean plc Safestore Holdings plc Cranswick plc Network International Grainger Plc Signature Aviation Daily Mail & General Trust Next Fifteen Communications plc Homeserve plc Spirax-Sarco Engineering plc Dalata Hotel Group plc Ocado Group plc Howden Joinery Group Plc St. James’s Place plc Draper Esprit Pets at Home Group plc Ibstock Plc Synthomer plc Electrocomponents plc Spire Healthcare Group plc International Consolidated Airlines Travis Perkins plc Future plc TUI AG Intertek Group plc Uniphar PLC Gamesys Group plc Vesuvius plc IWG Plc Unite Group plc GB Group plc Vodafone Group Plc John Menzies plc Victoria plc Glaxosmithkline plc Whitbread plc Greencore Group plc WPP plc One-on-one meetings will be available with all the presenting companies during the conference. If you would like to register for the conference or require further information on the participating companies, please refer to https://berenbergcm.dealogic.com/iconference1/Conferences/Conference Registration deadline: Monday 22nd February 2021 For more information, please contact Ellie Metcalfe, the Conference Organiser, on +44 (0) 20 3207 7834 or any member of the Sales Team Berenberg operates a 24-hour cancellation policy for events and meetings [(including, without limitation, [one-on-one corporate access] meetings that take place during larger events, roadshows and conferences)]. Accordingly, should you wish to book or cancel a meeting please give us not less than 24 hours’ notice of your intention to attend the meeting and of any change in your plans. [Berenberg reserves the right to charge its clients for meetings cancelled on less than 24 hours’ notice prior to the scheduled meeting time.] JOH. BERENBERG, GOSSLER & CO. KG CONSUMER INDUSTRIALS EQUITY SALES EQUITY RESEARCH BEVERAGES AEROSPACE & DEFENCE Oliver Anderson +44 20 3753 3173 Andrew Gollan +44 20 3207 7891 SPECIALIST SALES Javier Gonzalez Lastra +44 20 3465 2719 Ross Law +44 20 3465 2692 GENERAL MID CAP AEROSPACE & DEFENCE & CAPITAL GOODS Ellis Gooden +44 20 3753 3199 George McWhirter +44 20 3753 3163 MID CAP - DACH Cara Luciano +44 20 3753 3146 Carl-Oscar Brendengen +44 20 3753 3160 FOOD MANUFACTURING AND HPC AUTOMOTIVES AUTOS, CHEMICALS & TECHNOLOGY Catharina Claes +44 20 3207 7855 Fulvio Cazzol +44 20 3207 7840 Romain Gourvil +44 203 465 2722 Edward Wales +44 20 3207 7815 Charlotte Friedrichs +44 20 3753 3077 Samantha Darbyshire +44 20 3753 3144 CAPITAL GOODS Gustav Fröberg +44 20 3465 2655 Mary-Anne Sixsmith +44 20 3465 2728 BANKS & DIVERSIFIED FINANCIALS Marta Bruska +44 20 3753 3187 James Letten +44 20 3753 3176 James Targett +44 20 3207 7873 Philip Buller +44 203 753 3071 Eleni Papoula +44 20 3465 2741 Gerhard Orgonas +44 20 3465 2635 Valeria Rigato +44 20 3753 3243 FOOD RETAIL Philippe Lorrain +44 20 3207 7823 Benjamin Pfannes-Varrow +44 20 3465 2620 Thomas Davies +44 20 3753 3104 Daniel Petkov +44 20 3753 3230 BUSINESS SERVICES, LEISURE & TRANSPORT Lasse Stueben +44 20 3753 3208 GENERAL RETAIL Joel Spungin +44 20 3207 7867 Rebecca Langley +44 20 3207 7930 MID CAP - EU CORE Otto Sieber +44 20 3465 2698 Valentine Forsans +44 203 753 3268 CONSUMER DISCRETIONARY & STAPLES Beatrice Allen +44 20 3465 2662 Graham Renwick +44 20 3207 7851 Edward Bottomley +44 20 3465 2746 MATERIALS Pauline Chevalier +44 20 3753 3209 ENERGY Fraser Donlon +44 20 3465 2674 CHEMICALS HEALTHCARE Remi Grenu +44 20 3207 7806 OIL & GAS Sebastian Bray +44 20 3753 3011 David Hogg +44 20 3465 2628 Christoph Gruelich +44 20 3753 3119 Baha Bassatne +44 20 3753 3158 Anthony Manning +44 20 3753 3092 MEDIA & TELECOMS Andreas Markou +44 20 3753 3022 James Carmichael +44 20 3465 2749 Fabian Weinstock +44 20 3753 3060 Axel Stasse +44 20 3753 3191 Henry Tarr +44 20 3207 7827 Jonathan Smith +44 20 3207 7842 Trion Reid +44 20 3753 3113 CONSTRUCTION UTILITIES METALS & MINING Jan Richard +44 20 3753 3029 Harry Goad +44 20 3753 3215 Andrew Fisher +44 20 3207 7937 Sanam Nourbakhsh +44 20 3207 7924 MID CAP - UK Amber Gleeson +44 20 3753 3034 METALS & MINING OIL & GAS AND UTILITIES Charlotte Barrie +44 20 3753 3123 Lawson Steele +44 20 3207 7887 Oliver Grewcock +44 20 3753 3215 Calum Battersby +44 20 3753 3118 Jonathan Guy +44 7980 937 628 Jason Turner +44 20 3753 3063 FINANCIALS Michael Benedict +44 20 3753 3175 Richard Hatch +44 20 3753 3070 ESG STRATEGIST Joseph Bloomfield +44 20 3753 3248 BANKS TMT Chris Armstrong +44 20 3207 7809 Robert Chantry +44 20 3207 7861 Adam Barrass +44 20 3207 7923 Ned Hammond +44 20 3753 3017 Michael Christodoulou +44 20 3207 7920 TECHNOLOGY Tom Horne +44 20 3207 7913 Andrew Lowe +44 20 3465 2743 Tammy Qiu +44 20 3465 2673 SALES Edward James +44 20 3207 7811 Eoin Mullany +44 20 3207 7854 Tej Sthankiya +44 20 3753 3099 BENELUX Lydia Kenny +44 20 3753 3105 Peter Richardson +44 20 3465 2681 MEDIA Miel Bakker +44 20 3207 7808 Kieran Lee +44 20 3465 2736 DIVERSIFIED FINANCIALS Jamie Bass +44 20 3753 3217 Bram van Hijfte +44 20 3753 3000 Lush Mahendrarajah +44 20 3207 7896 Panos Ellinas +44 20 3753 3149 Robert Berg +44 20 3465 2680 FRANCE Benjamin May +44 20 3465 2667 Chris Turner +44 20 3753 3019 Laura Janssens +44 20 3465 2639 Antony Plom +44 20 3207 7908 Sarah Simon +44 20 3207 7830 Alexandre Chevassus +33 1 5844 9512 Eoghan Reid +44 20 3753 3055 INSURANCE Dalila Farigoule +33 1 5844 9510 Jonathan Richards +44 20 3753 3171 Thomas Bateman +44 20 3465 2665 TELECOMMUNICATIONS Kevin Nor +33 1 5844 9505 Owen Shirley +44 20 3465 2731 Michael Huttner +44 203 207 7892 David Burns +44 20 3753 3059 Guillaume Viret +33 1 5844 9507 Donald Tait +44 20 3753 3031 Kathryn Fear +44 20 3753 3247 Usman Ghazi +44 20 3207 7824 GERMANY Harleen Teja +44 20 3753 3214 Tryfonas Spyrou +44 203 753 3058 Laura Janssens +44 20 3465 2639 Simone Arnheiter +49 69 91 30 90 740 Sean Thapar +44 20 3465 2657 REAL ESTATE Abhilash Mohapatra +44 20 3465 2644 Nina Buechs +49 69 91 30 90 735 Georgina Webb +44 20 3753 3236 Carl Murdock-Smith +44 20 3207 7918 Kai Klose +44 20 3207 7888 André Grosskurth +49 69 91 30 90 734 BUSINESS SERVICES, LEISURE & TRANSPORT HEALTHCARE EQUITY STRATEGY Jannik Peters +49 69 91 30 90 747 Edward Abbott +44 20 3207 7871 LEISURE SCANDINAVIA MED. TECH/SERVICES Jonathan Stubbs +44 20 3207 7916 Tom Burlton +44 20 3207 7852 Scott Bardo +44 20 3207 7869 Marco Weiss +49 40 3506 0719 Cormac Keane +44 20 3753 3220 Michael Healy +44 20 3753 3201 THEMATIC RESEARCH SWITZERLAND, AUSTRIA & ITALY Jack Cummings +44 20 3753 3161 Tom Jones +44 20 3207 7877 Steven Bowen +44 20 3753 3057 Duncan Downes +41 22 317 1062 Stuart Gordon +44 20 3207 7858 Odysseas Manesiotis +44 20 375 3200 Toni Gurhy +44 20 3753 3185 Annabel Hay-Jahans +44 20 3465 2720 Andrea Ferrari +41 44 283 2020 PHARMACEUTICALS Gianni Lavigna +41 44 283 2038 TRANSPORT & LOGISTICS Xian Deng +44 20 3753 3014 ECONOMICS Jamie Nettleton +41 44 283 2026 Conor Dwyer +44 20 3753 3216 Luisa Hector +44 7971 338 929 Florian Hense +44 20 3207 7859 Willian Fitzalan-Howard +44 20 3465 2640 Kerry Holford +44 7971 338 932 Kallum Pickering +44 20 3465 2672 UK Adrian Yanoshik +44 20 3753 3073 Megan Mulcahy +44 20 3207 7893 Holger Schmieding +44 20 3207 7889 Thomas Baker +44 20 3753 3062 SALES EQUITY TRADING BERENBERG CAPITAL MARKETS LLC EQUITY SALES UK LONDON EQUITY RESEARCH
Load more

Recommended publications
  • SEI Global Investments Fund Plc Unaudited Condensed Financial Statements for the Half Year Ended 31 December 2020
    SEI GLOBAL INVESTMENTS FUND PLC Unaudited Condensed Financial Statements for the half year ended 31 December 2020 SEI Global Investments Fund plc Unaudited Condensed Financial Statements for the half year ended 31 December 2020 CONTENTS PAGE Directory 3 General Information 4 Investment Adviser’s Report The SEI Global Select Equity Fund 6 Portfolio of Investments The SEI Global Select Equity Fund 9 Condensed Income Statement 26 Condensed Statement of Financial Position 27 Condensed Statement of Changes in Net Assets Attributable to Redeemable Participating Shareholders 29 Notes to the Condensed Financial Statements 31 Appendix I – Remuneration Disclosures 40 Appendix II – Statement of Changes in Composition of Portfolio 41 Appendix III – Securities Financing Transactions Regulation 42 2 SEI Global Investments Fund plc Unaudited Condensed Financial Statements for the half year ended 31 December 2020 DIRECTORY Board of Directors at 31 December 2020 Michael Jackson (Chairman) (Irish) Kevin Barr (American) Robert A. Nesher (American) Desmond Murray* (Irish) Jeffrey Klauder (American) *Director, independent of the Investment Adviser Manager SEI Investments Global, Limited 2nd Floor Styne House Upper Hatch Street Dublin 2 Ireland Investment Adviser SEI Investments Management Corporation 1 Freedom Valley Drive Oaks, Pennsylvania 19456 U.S.A. Depositary Brown Brothers Harriman Trustee Services (Ireland) Limited 30 Herbert Street Dublin 2 Ireland Administrator SEI Investments – Global Fund Services Limited 2nd Floor Styne House Upper Hatch Street
    [Show full text]
  • April 2019 Equity Suggestions
    April 2019 Equity Suggestions Price 52 Week FTSE 100 COMPANIES 5/4/19 Yield High Low BANKS Lloyds PLC Ordinary Shares 62p 5.2% 69p 50p BEVERAGES Diageo PLC Ordinary Shares 3120p 2.1% 3157p 2437p CHEMICALS Croda International PLC Ordinary Shares 5106p 1.7% 5330p 4360p FOOD PRODUCERS Unilever PLC Ordinary Shares 4402p 3.1% 4504p 3830p FORESTRY & PAPER DS Smith PLC Ordinary Shares 348p 4.3% 542p 286p Smurfit Kappa Group PLC Ordinary Shares 2364p 3.6% 3306p 1915p HEALTHCARE PRODUCTS Smith & Nephew PLC Ordinary Shares 1513p 1.8% 1549p 1243p HOUSEHOLD PRODUCTS Reckitt Benckiser PLC Ordinary Shares 6383p 2.7% 7174p 5255p INDUSTRIALS Halma PLC Ordinary Shares 1769p 0.9% 1785p 1167p LIFE INSURANCE Prudential PLC Ordinary Shares 1681p 3.0% 1962p 1325p MEDIA RELX PLC Ordinary Shares 1671p 2.5% 1782p 1467p MINING BHP Group PLC Ordinary Shares 1933p 4.7% 1950p 1286p Rio Tinto PLC Ordinary Shares 4665p 5.0% 4717p 3314p OIL & GAS BP PLC Ordinary Shares 569p 5.5% 603p 481p Royal Dutch Shell B PLC Ordinary Shares 2497p 5.8% 2845p 2227p NONLIFE INSURANCE Admiral Group PLC Ordinary Shares 2239p 5.3% 2260p 1840p SUPPORT SERVICES Bunzl PLC Ordinary Shares 2537p 2.0% 2554p 2059p DCC PLC Ordinary Shares 6944p 1.8% 7585p 5555p Experian PLC Ordinary Shares 2091p 1.7% 2134p 1535p Intertek PLC Ordinary Shares 5018p 2.0% 6084p 4323p Rentokil Initial PLC Ordinary Shares 364p 1.2% 364p 267p TRAVEL & LEISURE Carnival PLC Ordinary Shares 3954p 3.9% 5030p 3611p Compass Group PLC Ordinary Shares 1825p 2.1% 1831p 1435p UTILITIES National Grid PLC Ordinary Shares 835p 5.6%
    [Show full text]
  • 20Annual Report 2020 Equiniti Group
    EQUINITI GROUP PLC 20ANNUAL REPORT 2020 PURPOSEFULLY DRIVEN | DIGITALLY FOCUSED | FINANCIAL FUTURES FOR ALL Equiniti (EQ) is an international provider of technology and solutions for complex and regulated data and payments, serving blue-chip enterprises and public sector organisations. Our purpose is to care for every customer and simplify each and every transaction. Skilled people and technology-enabled services provide continuity, growth and connectivity for businesses across the world. Designed for those who need them the most, our accessible services are for everyone. Our vision is to help businesses and individuals succeed, creating positive experiences for the millions of people who rely on us for a sustainable future. Our mission is for our people and platforms to connect businesses with markets, engage customers with their investments and allow organisations to grow and transform. 2 Contents Section 01 Strategic Report Headlines 6 COVID-19: Impact And Response 8 About Us 10 Our Business Model 12 Our Technology Platforms 14 Our Markets 16 Our Strategy 18 Our Key Performance Indicators 20 Chairman’s Statement 22 Chief Executive’s Statement 24 Operational Review 26 Financial Review 34 Alternative Performance Measures 40 Environmental, Social and Governance 42 Principal Risks and Uncertainties 51 Viability Statement 56 Section 02 Governance Report Corporate Governance Report 62 Board of Directors 64 Executive Committee 66 Board 68 Audit Committee Report 78 Risk Committee Report 88 Nomination Committee Report 95 Directors' Remuneration
    [Show full text]
  • Exploring the Secrets of Success
    people technolog siness Issue 35 In this issue Exploring the secrets of success 2 Business Insight GS-insight discusses some of the latest trends and Graham Charlton, CFO, Softcat opportunities in the international technology industry, the importance of company culture in business 5 Consulting Insight success and much more … Martin Smith, Executive Director, Sheffield Haworth Welcome to the 35th edition of GS-insight, fit and thereby de-risk the hiring process. Consulting Solutions the magazine of international technology Understandably, investors and Boards are sector Executive Search specialists Gillamor very keen to have a robust assessment of Stephens, part of Sheffield Haworth, the global the strengths and risks associated with 6 International Insight talent consulting and leadership advisory management teams and of their capability to Kelly Kinnard, VP Talent, firm. As a recruitment team, we are fortunate grow, change and adapt to achieve business Battery Ventures to work with companies at all stages of organ- objectives. isational and business development; from This issue of GS-insight explores a wide 8 Investment Insight university “spin-outs” requiring CEOs to help range of themes with leaders across our commercialise “bleeding edge” technology, Mark Boggett, CEO, industry sector. We discuss the importance Seraphim Space Capital through to privately owned and VC/PE of company culture and business growth with funded small-mid size businesses seeking Graham Charlton of Softcat and Russell Sloan the leaders to drive organic and acquisitive of Kainos, two of the most successful and 10 Non-Executive growth/internationalisation strategies to the fastest growing publicly listed technology Insight larger corporate entities hiring executives to businesses.
    [Show full text]
  • Notice of Annual General Meeting Hilton Food Group Plc
    THIS DOCUMENT IS IMPORTANT AND REQUIRES YOUR IMMEDIATE ATTENTION. IF YOU ARE IN ANY DOUBT AS TO WHAT ACTION TO TAKE YOU ARE RECOMMENDED TO CONSULT YOUR STOCKBROKER, SOLICITOR, ACCOUNTANT OR OTHER INDEPENDENT ADVISER AUTHORISED UNDER THE FINANCIAL SERVICES AND MARKETS ACT 2000. Notice of Annual General Meeting Hilton Food Group plc Notice of the Annual General Meeting which has been convened for Thursday 21 May 2020 at 1:00 p.m. at Hilton Food Group plc, 2-8 The Interchange, Latham Road, Huntingdon, Cambridgeshire PE29 6YE is set out on pages 3 to 6 of this document. If you have sold or otherwise transferred all of your ordinary shares in Hilton Food Group plc, you should send this document, together with the accompanying documents, to the purchaser or transferee of these shares, or to the person through whom the sale or transfer was arranged for transmission to the purchaser or transferee. To be valid, forms of proxy must be completed and returned in accordance with the instructions printed thereon so as to be received by the Company’s registrars, Equiniti Limited, Aspect House, Spencer Road, Lancing, West Sussex BN99 6DA (the “Registrar”) as soon as possible and in any event not later than 48 hours before the time appointed for holding the meeting (excluding non-working days). 2 Hilton Food Group plc Notice of Annual General Meeting Hilton Food Group plc (incorporated and registered in England under number 06165540) 2-8 The Interchange, Latham Road, Huntingdon, Cambridgeshire PE29 6YE England Tel: +44 (0) 1480 387214 / Fax: +44 (0) 1480 387241 17 April 2020 To the holders of Hilton Food Group plc shares Dear Shareholder Notice of Annual General Meeting I am pleased to be writing to you with details of our annual general meeting (“AGM”) which we are holding at Hilton Food Group plc, 2-8 The Interchange, Latham Road, Huntingdon, Cambridgeshire PE29 6YE on Thursday 21 May 2020 at 1:00 p.m.
    [Show full text]
  • Description Iresscode Exchange Current Margin New Margin 3I
    Description IRESSCode Exchange Current Margin New Margin 3I INFRASTRUCTURE PLC 3IN LSE 20 20 888 HOLDINGS PLC 888 LSE 20 20 ASSOCIATED BRITISH ABF LSE 10 10 ADMIRAL GROUP PLC ADM LSE 10 10 AGGREKO PLC AGK LSE 20 20 ASHTEAD GROUP PLC AHT LSE 10 10 ANTOFAGASTA PLC ANTO LSE 15 10 ASOS PLC ASC LSE 20 20 ASHMORE GROUP PLC ASHM LSE 20 20 ABERFORTH SMALLER COM ASL LSE 20 20 AVEVA GROUP PLC AVV LSE 20 20 AVIVA PLC AV LSE 10 10 ASTRAZENECA PLC AZN LSE 10 10 BABCOCK INTERNATIONAL BAB LSE 20 20 BARR PLC BAG LSE 25 20 BARCLAYS PLC BARC LSE 10 10 BRITISH AMERICAN TOBA BATS LSE 10 10 BAE SYSTEMS PLC BA LSE 10 10 BALFOUR BEATTY PLC BBY LSE 20 20 BARRATT DEVELOPMENTS BDEV LSE 10 10 BARING EMERGING EUROP BEE LSE 50 100 BEAZLEY PLC BEZ LSE 20 20 BH GLOBAL LIMITED BHGG LSE 30 100 BOWLEVEN PLC BLVN LSE 60 50 BANKERS INVESTMENT BNKR LSE 20 20 BUNZL PLC BNZL LSE 10 10 BODYCOTE PLC BOY LSE 20 20 BP PLC BP LSE 10 10 BURBERRY GROUP PLC BRBY LSE 10 10 BLACKROCK WORLD MININ BRWM LSE 20 65 BT GROUP PLC BT-A LSE 10 10 BRITVIC PLC BVIC LSE 20 20 BOVIS HOMES GROUP PLC BVS LSE 20 20 BROWN GROUP PLC BWNG LSE 25 20 BELLWAY PLC BWY LSE 20 20 BIG YELLOW GROUP PLC BYG LSE 20 20 CENTRAL ASIA METALS PLC CAML LSE 40 30 CLOSE BROTHERS GROUP CBG LSE 20 20 CARNIVAL PLC CCL LSE 10 10 CENTAMIN PLC CEY LSE 20 20 CHARIOT OIL & GAS LTD CHAR LSE 100 100 CHEMRING GROUP PLC CHG LSE 25 20 CONYGAR INVESTMENT CIC LSE 50 40 CALEDONIA INVESTMENTS CLDN LSE 25 20 CARILLION PLC CLLN LSE 100 100 COMMUNISIS PLC CMS LSE 50 100 CENTRICA PLC CNA LSE 10 10 CAIRN ENERGY PLC CNE LSE 30 30 COBHAM PLC
    [Show full text]
  • Fund Fact Sheet
    Franklin Templeton Funds GB00B3ZGH246 FTF Franklin UK Mid Cap Fund - A 31 July 2021 (inc) Fund Fact Sheet For Professional Client Use Only. Not for distribution to Retail Clients. Fund Overview Performance Base Currency for Fund GBP Performance over 5 Years in Share Class Currency (%) Total Net Assets (GBP) 1.16 billion FTF Franklin UK Mid Cap Fund A (inc) FTSE 250 ex-Investment Trusts Index Fund Inception Date 17.10.2011 180 Number of Issuers 36 Benchmark FTSE 250 ex-Investment 160 Trusts Index IA Sector UK All Companies 140 ISA Status Yes 120 Summary of Investment Objective The Fund aims to grow in value by more than the FTSE 250 100 (ex-Investment Trusts) Index, from a combination of income and investment growth over a three to five-year period after all fees and costs are deducted. 80 07/16 01/17 07/17 01/18 07/18 01/19 07/19 01/20 07/20 01/21 07/21 Fund Management Discrete Annual Performance in Share Class Currency (%) Richard Bullas: United Kingdom 07/20 07/19 07/18 07/17 07/16 Mark Hall: United Kingdom 07/21 07/20 07/19 07/18 07/17 Dan Green, CFA: United Kingdom A (inc) 36.52 -12.79 -1.25 9.89 23.81 Marcus Tregoning: United Kingdom Benchmark in GBP 42.85 -15.10 -4.98 8.39 17.21 Ratings - A (inc) Performance in Share Class Currency (%) Cumulative Annualised Overall Morningstar Rating™: Since Since Asset Allocation 1 Mth 3 Mths 6 Mths YTD 1 Yr 3 Yrs 5 Yrs Incept 3 Yrs 5 Yrs Incept A (inc) 4.45 5.93 20.14 16.83 36.52 17.58 59.90 821.63 5.55 9.84 10.60 Benchmark in GBP 3.24 3.01 16.86 15.60 42.85 15.25 46.41 622.69 4.84 7.92 9.38 Prior to 7 August 2021, the Fund was named Franklin UK Mid Cap Fund.
    [Show full text]
  • Annual Report of Proxy Voting Record Date Of
    ANNUAL REPORT OF PROXY VOTING RECORD DATE OF REPORTING PERIOD: JULY 1, 2018 - JUNE 30, 2019 FUND: VANGUARD FTSE 250 UCITS ETF --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ISSUER: 3i Infrastructure plc TICKER: 3IN CUSIP: ADPV41555 MEETING DATE: 7/5/2018 FOR/AGAINST PROPOSAL: PROPOSED BY VOTED? VOTE CAST MGMT PROPOSAL #1: ACCEPT FINANCIAL STATEMENTS AND ISSUER YES FOR FOR STATUTORY REPORTS PROPOSAL #2: APPROVE REMUNERATION REPORT ISSUER YES FOR FOR PROPOSAL #3: APPROVE FINAL DIVIDEND ISSUER YES FOR FOR PROPOSAL #4: RE-ELECT RICHARD LAING AS DIRECTOR ISSUER YES FOR FOR PROPOSAL #5: RE-ELECT IAN LOBLEY AS DIRECTOR ISSUER YES FOR FOR PROPOSAL #6: RE-ELECT PAUL MASTERTON AS DIRECTOR ISSUER YES FOR FOR PROPOSAL #7: RE-ELECT DOUG BANNISTER AS DIRECTOR ISSUER YES FOR FOR PROPOSAL #8: RE-ELECT WENDY DORMAN AS DIRECTOR ISSUER YES FOR FOR PROPOSAL #9: ELECT ROBERT JENNINGS AS DIRECTOR ISSUER YES FOR FOR PROPOSAL #10: RATIFY DELOITTE LLP AS AUDITORS ISSUER YES FOR FOR PROPOSAL #11: AUTHORISE BOARD TO FIX REMUNERATION OF ISSUER YES FOR FOR AUDITORS PROPOSAL #12: APPROVE SCRIP DIVIDEND SCHEME ISSUER YES FOR FOR PROPOSAL #13: AUTHORISE CAPITALISATION OF THE ISSUER YES FOR FOR APPROPRIATE AMOUNTS OF NEW ORDINARY SHARES TO BE ALLOTTED UNDER THE SCRIP DIVIDEND SCHEME PROPOSAL #14: AUTHORISE ISSUE OF EQUITY WITHOUT PRE- ISSUER YES FOR FOR EMPTIVE RIGHTS PROPOSAL #15: AUTHORISE MARKET PURCHASE OF ORDINARY ISSUER YES FOR FOR
    [Show full text]
  • Parker Review
    Ethnic Diversity Enriching Business Leadership An update report from The Parker Review Sir John Parker The Parker Review Committee 5 February 2020 Principal Sponsor Members of the Steering Committee Chair: Sir John Parker GBE, FREng Co-Chair: David Tyler Contents Members: Dr Doyin Atewologun Sanjay Bhandari Helen Mahy CBE Foreword by Sir John Parker 2 Sir Kenneth Olisa OBE Foreword by the Secretary of State 6 Trevor Phillips OBE Message from EY 8 Tom Shropshire Vision and Mission Statement 10 Yvonne Thompson CBE Professor Susan Vinnicombe CBE Current Profile of FTSE 350 Boards 14 Matthew Percival FRC/Cranfield Research on Ethnic Diversity Reporting 36 Arun Batra OBE Parker Review Recommendations 58 Bilal Raja Kirstie Wright Company Success Stories 62 Closing Word from Sir Jon Thompson 65 Observers Biographies 66 Sanu de Lima, Itiola Durojaiye, Katie Leinweber Appendix — The Directors’ Resource Toolkit 72 Department for Business, Energy & Industrial Strategy Thanks to our contributors during the year and to this report Oliver Cover Alex Diggins Neil Golborne Orla Pettigrew Sonam Patel Zaheer Ahmad MBE Rachel Sadka Simon Feeke Key advisors and contributors to this report: Simon Manterfield Dr Manjari Prashar Dr Fatima Tresh Latika Shah ® At the heart of our success lies the performance 2. Recognising the changes and growing talent of our many great companies, many of them listed pool of ethnically diverse candidates in our in the FTSE 100 and FTSE 250. There is no doubt home and overseas markets which will influence that one reason we have been able to punch recruitment patterns for years to come above our weight as a medium-sized country is the talent and inventiveness of our business leaders Whilst we have made great strides in bringing and our skilled people.
    [Show full text]
  • KPMG Equity Capital Markets Review H1 2018
    Equity Capital Markets Half Year Review H1 2018 kpmg.com/uk/equitycapitalmarkets 1 Equity Capital Markets review – H1 2018 H1 2018: Equity Capital Markets review H1 2018 snapshot The first half of 2018 ended strongly generating positive momentum in equity issuance especially in the UK where volumes were up. Overall, however, global ECM volumes were slightly lower versus H2 2017, continuing a trend seen since H1 2017 Overall, global equity issuance was slightly lower in H1 2018 versus H2 2017 Global Europe UK Funds raised Funds raised Funds raised (£000m) (£000m) (£000m) 25 400 125 20 issuance 100 300 15 75 200 10 50 100 5 25 0 Total ECM 0 0 H1 H2 H1 H2 H1 H1 H2 H1 H2 H1 H1 H2 H1 H2 H1 2016 2016 2017 2017 2018 2016 2016 2017 2017 2018 2016 2016 2017 2017 2018 IPOs Right Issues Placings Germany and the UK lead European ECM in H1 Largest 3 European and UK IPOs £20.1bn Siemens Healthineers AG £3.7bn highlights DWS Group GmbH £19.2bn & Co. KGaA £1.2bn Adyen BV European ECM European ECM £4.4bn £834m A very active half year for AIM IPOs beating H1 2017 and offsetting lower Main Market volumes Main Market AIM Funds raised Funds raised (£000m) No. deals (£000m) No. deals 41 IPOs 8 40 1.5 50 16% decrease on H1 2017 6 30 1.2 40 0.9 30 4 20 0.6 20 2 10 0.3 10 £4.3bn Funds Raised 0 0 0.0 0 H1 H2 H1 H2 H1 H1 H2 H1 H2 H1 44% decrease on H1 2017 2016 2016 2017 2017 2018 2016 2016 2017 2017 2018 Deal value Focus # Deals IPO UK IPO Key sectors Strong aftermarket performance of UK IPOs in H1 2018 Financial Services Main Market AIM £1,409m raised (13 deals)
    [Show full text]
  • Introduction to Premier Foods January 2021 History and Introduction
    Introduction to Premier Foods January 2021 History and Introduction 2 GROUP OVERVIEW Grocery (67% of sales) • Listed on the London Stock Exchange since 2004 • One of the UK’s largest food manufacturers • Manufactures, distributes, sells and markets a wide range of predominantly branded products in the ambient grocery sector • Market leading product portfolio including cakes, gravies, stocks, cooking sauces & accompaniments, Sweet Treats (28% of sales) desserts, soups and pot snacks • Operates from 16 sites in the UK International (5% of sales) Sales £847m EBITDA £153m 3 WE ARE ONE OF THE UK’s LEADING AMBIENT GROCERY SUPPLIERS 5.6 5.4 4.4 % Share 3.3 3.2 3.2 2.9 2.9 2.5 2.3 2.1 1.8 1.5 Mondelez Nestle Coca-Cola Mars PepsiCo Premier Britvic Heinz Pladis (UB) Kellogg's Unilever ABF Princes Foods Source: Kantar Worldpanel, 52 weeks ending 6 September 2020, excludes Foodservice and out of home 4 STRONG BRAND EQUITY Strong market shares and high household penetration Categories Brands Position Share Penetration Flavourings & Seasonings 1 44% 73% Quick Meals, Snacks & Soups 1 33% 47% Ambient Desserts 1 36% 59% Cooking Sauces & Accompaniments 1 16% 54% Ambient Cakes 1 24% 65% Sources: Category position & market share: IRI 52 w/e 26 September 2020; Penetration: Kantar Worldpanel 52 w/e 4 October 2020 5 PREMIER FOODS IS A VERY DIFFERENT BUSINESS TO 4 YEARS AGO A successful branded growth model with reduced leverage and de-risked pensions 2016 2020 Flat to marginally positive 14 consecutive quarters Trading sales growth UK sales growth Leverage 3.63x
    [Show full text]
  • 2013 Agms: Key Trends and Issues from a Review of 215 FTSE 350 Companies June 2013
    2013 AGMs: Key trends and issues from a review of 215 FTSE 350 companies June 2013 Statistics Commentary RESOLUTIONS Annual re-election of all directors 99% (213 companies) proposed annual re- 3% (7 companies) amended their articles to election of all directors reflect annual re-election Authority to allot shares: extra one 67% (144 companies) proposed a resolution This is similar to the results for 2012 third authority for the extra one third authority; 27% (57 companies) included a statement that where Under the UK Corporate Governance Code this extra one-third authority was used, the (Code) FTSE 350 directors should be subject directors would stand for re-election to annual election, so no longer necessary Any resolution to convene general 84% (181 companies) passed a resolution to NAPF recommends that companies should only meeting on 14 days’ notice convene a general meeting on 14 clear days’ call a general meeting on 14 clear days’ notice notice; 73% (158 companies) stated the in limited circumstances and these should be circumstances where meetings will be held on explained when tabling the resolution 14 clear days’ notice Details of any unusual resolution Resolutions proposed to approve an increase A few companies have increased this to in maximum aggregate fees payable to around £700,000 to allow them to appoint directors non-executive directors to the board Details of substantial vote (10-49%) 15% (33 companies) detailed substantial votes So far this year no FTSE 350 company has had against the directors’ remuneration against
    [Show full text]