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Next accounts due

2027-06-30 (in 1y)

Last filed for 2025-09-30

Confirmation statement due

2026-06-07 (in 1mo)

Last made up 2025-05-24

Watchouts

None on the register

Cash

£21M

+4.1% vs 2024

Net assets

£20M

+3.6% vs 2024

Employees

Average over period

Profit before tax

£4M

-3% vs 2024

Name history

Renamed 5 times since incorporation

  1. FRANKLIN TEMPLETON FUND MANAGEMENT LIMITED 2011-10-17 → present
  2. RENSBURG FUND MANAGEMENT LIMITED 2004-05-28 → 2011-10-17
  3. BWD RENSBURG UNIT TRUST MANAGERS LIMITED 1991-04-25 → 2004-05-28
  4. THE YORKSHIRE UNIT TRUST MANAGERS LIMITED 1987-10-06 → 1991-04-25
  5. YORKSHIRE GENERAL UNIT TRUST LIMITED(THE) 1985-09-27 → 1987-10-06
  6. SANCHOMOOR LIMITED 1985-08-13 → 1985-09-27

Accounts

2-year trend · latest reflected 2025-09-30

Metric Trend 2024-09-302025-09-30
Turnover £42,906,000£35,108,000
Operating profit £3,466,000£3,448,000
Profit before tax £4,370,000£4,241,000
Net profit £3,277,000£3,181,000
Cash £20,549,000£21,387,000
Total assets less current liabilities £19,060,000£19,741,000
Net assets £19,060,000£19,741,000
Equity £19,060,000£19,741,000
Average employees
Wages

Values shown as filed in the company's annual accounts. indicates the figure wasn't present under that line item in that period. About these numbers

Ratios

Computed from the line items above — sparklines read oldest → newest

Ratio Trend 2024-09-302025-09-30
Operating margin 8.1%9.8%
Net margin 7.6%9.1%
Return on capital employed 18.2%17.5%
Gearing (liabilities / total assets) 22.5%19.5%
Current ratio 4.43x5.12x

Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.

Audit & accounting basis

Accounting basis
FRS 101
Reporting scope
Standalone (parent only)
Auditor
PricewaterhouseCoopers LLP
Audit opinion
Unqualified (clean)
Going concern
Affirmed

“The Directors consider that the Company has adequate resources to remain in operation for a period of at least twelve months from the signing date of these reports and have therefore continued to adopt the going concern basis in preparing the financial statements.”

Significant events

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

People

7 active · 39 resigned

Name Role Appointed Born Nationality
ANDERSON, Nigel John Director 2022-08-22 Apr 1970 British
ASHTON, Andrew James Director 2024-09-25 Mar 1967 British
BRIGSTOCKE, David Hugh Charles Director 2019-05-10 Nov 1953 British
CARBERY, Grace Director 2025-03-10 Jan 1985 Irish
DORIS, Fionnuala Helen Anne Director 2021-07-01 Jun 1971 Irish
INGLIS, Fraser Stuart Director 2026-01-09 Sep 1981 British
WILSON, Euan Angus Director 2022-08-22 Sep 1979 British
Show 39 resigned officers
Name Role Appointed Resigned
HOOLEY, Iain William Secretary 2010-07-20 2011-01-18
MACINTOSH, Sara Anne Secretary 2011-01-18 2018-11-15
WATTS, Paula Mary Secretary 2007-04-01 2010-07-20
BATTYE WIMPENNY & DAWSON LIMITED Corporate Secretary 2007-04-01
ACFIELD, David Laurence Director 1998-06-01 2011-01-18
BRADY, Paul John Director 2011-01-27 2019-05-10
BROADBENT, Christopher John Bates Director 1996-09-23
BROTHERSTON, Alexander Director 1998-09-01 2018-08-01
BURNS, Michael Hamer Director 1996-10-03 2007-03-31
CARROLL, Caroline Esther Director 2018-01-01 2019-05-10
COLLINS, Paul Michael Director 2019-05-10 2022-08-22
CORCORAN, Michael Director 2011-01-27 2012-07-27
DAVIDSON, Kathleen Mary Director 2019-05-10 2021-07-01
DICKINSON, Michael John Director 1997-10-24 2000-11-30
ELLIOTT, Stephen Maclaurin Director 2005-05-06 2011-01-18
FRANKLIN, David Raymond Director 1995-10-30 1997-10-24
GILBEY, Martyn Christopher Director 2017-08-16 2024-08-01
HALL, Mark Nelson Director 2000-12-01 2002-11-27
HAMMOND, James William Director 2011-01-27 2015-12-18
HARGRAVES, Kellie Ann Director 2012-10-29 2019-05-10
HIMSWORTH, Leigh Austin Director 2001-02-05 2002-11-27
JACKSON, William Director 2014-01-23 2025-05-11
JOHN, Antony Gwilym, Mr. Director 2019-05-10 2019-12-03
JOWITT, Henrietta Director 2019-05-10 2024-09-06
KUDVA, Vivek Director 2016-05-19 2018-01-01
KYLE, Penelope Anne Director 2021-07-14 2025-02-18
LUSK, John M Director 2011-01-27 2012-10-29
MORMANDO, Leah Ji Director 2012-10-22 2014-01-23
MORTON, Colin Director 2006-07-26 2012-10-29
MORTON, Colin Director 2000-12-01 2002-11-27
MURPHY, Brian, Professor Director 1996-11-21
PLAFKER, Jed Andrew Director 2011-01-27 2012-10-29
RAMSBOTHAM, William Frank Director 1998-04-22 2002-11-27
SHANEYFELT, Gwen Louise Director 2019-05-10 2025-12-01
SHARP, Stuart William Fulton Director 2006-07-26
WEST, Peter William Director 1992-08-26 2002-11-27
WHITE, Adrian Director 2014-01-23 2019-05-10
WILKINS, Ian John Director 2012-10-23 2016-09-15
WRAGG, Jonathan Peter Director 2000-11-30 2011-01-18

Ownership

Persons with significant control

Name Kind Nature of control Notified Status
Franklin Templeton Global Investors Limited Corporate entity Significant influence 2016-04-06 Active

Filing timeline

Last 20 of 215 total filings

Date Type Category Description
2026-01-12 AP01 officers Appoint person director company with name date PDF
2026-01-09 AA accounts Accounts with accounts type full
2025-12-02 TM01 officers Termination director company with name termination date PDF
2025-07-08 CH01 officers Change person director company with change date PDF
2025-05-29 CS01 confirmation-statement Confirmation statement with no updates PDF
2025-05-13 TM01 officers Termination director company with name termination date PDF
2025-03-13 AP01 officers Appoint person director company with name date PDF
2025-03-13 TM01 officers Termination director company with name termination date PDF
2025-01-16 AA accounts Accounts with accounts type full
2025-01-03 CH01 officers Change person director company with change date PDF
2024-09-30 AP01 officers Appoint person director company with name date PDF
2024-09-06 TM01 officers Termination director company with name termination date PDF
2024-08-01 TM01 officers Termination director company with name termination date PDF
2024-05-24 CS01 confirmation-statement Confirmation statement with no updates PDF
2024-01-16 AA accounts Accounts with accounts type full
2023-06-01 CS01 confirmation-statement Confirmation statement with no updates PDF
2023-04-08 AA accounts Accounts with accounts type full
2022-08-25 CH01 officers Change person director company with change date PDF
2022-08-24 AP01 officers Appoint person director company with name date PDF
2022-08-24 AP01 officers Appoint person director company with name date PDF

Public-record activity

Raw counts from Companies House — last 12–24 months

Filings
6

last 12 months

Capital events
0

last 24 months

Officers appointed
1

last 12 months

Officers resigned
2

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.

Year-on-year

FY2024 → FY2025 · period ending 2025-09-30 vs 2024-09-30

Each % is (latest − prior) ÷ |prior| for the line item as filed. Periods don't have to be exactly 12 months apart — a long or short period (typical around incorporation or year-end changes) will distort the comparison. Lines a company doesn't report are omitted. About these numbers

Official Companies House page