Franklin US Opportunities A Acc
Shares Class | Inc. |
---|---|
Yield | 0.00 |
Total Expense Ratio | 1.59 |
Fund Performance
Cumulative Performance
Discrete Performance
Shares Class | Inc. |
---|---|
Yield | 0.00 |
Total Expense Ratio | 1.59 |
Cumulative Performance
Discrete Performance
Fund Size | 118,306,285.00 | Launch Date | 30/01/2009 | Standard Initial Charge (%) | 5.00 |
---|---|---|---|---|---|
Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 1.50 |
Sector | IMA UK Equity Income | Min Investment (£) | 1,000.00 | Total Expense Ratio (%) | 1.59 |
ISIN | GB00B3KD9P78 | Min Topup (£) | 250.00 | Ongoing Charge (%) | 1.5900 (on 31/10/2020) |
The Fund aims to grow in value by more than the Russell 3000 Growth IndexTM over a three to five-year period after all fees and costs are deducted.
Grant Bowers
Grant Bowers is a vice president of Franklin Global Advisers and lead portfolio manager of Franklin Growth Opportunities Fund and FTIF Franklin U.S. Opportunities Fund (SICAV). He also manages Franklin Global Communications Fund and FTVIP Global Communications Securities Fund. Mr. Bowers has research responsibility for the telecommunication service industry. Mr. Bowers joined Franklin Templeton Investments in 1993 as a fixed income analyst and in 1998 joined the Franklin equity group as an analyst. His previous research coverage has included the media, publishing, transportation and business services industries. Mr. Bowers earned his B.A. in economics from the University of California at Davis. Prior to joining Franklin Templeton, he served in the United States Army.
Sara Araghi
Sara Araghi is a vice president, research analyst and portfolio manager for Franklin Equity Group. She specializes in the equity research and analysis of the media & entertainment, cable & satellite, and apparel & footwear manufacturer industries. Ms. Araghi is also a co-manager of the Franklin Growth Opportunities Fund and FTIF Franklin U.S. Opportunities Fund (SICAV), as well as related portfolios. She is a member of the Franklin Small Cap Growth team. Prior to this role, Ms. Araghi worked with various Franklin Equity Group strategy team leaders to construct and maintain investment portfolios for Franklin Portfolio Advisors separate account mandates including Franklin Portfolio Advisors' All Cap Growth, Mid Cap Growth and Small Cap Growth strategies. She joined Franklin Equity Group in July 2003 as an equity research associate on the consumer team. Ms. Araghi earned her B.S. in business administration and graduated with honors from the University of California, Berkeley. She is a Chartered Financial Analyst (CFA) charterholder and member of the CFA Society of San Francisco and CFA Institute.
Name | Weight |
---|---|
Cash & Cash Equivalents | 3.00% |
Communications | 6.00% |
Consumer Discretionary | 13.00% |
Consumer Staples | 2.00% |
Financials | 5.00% |
Health Care | 16.00% |
Industrials | 8.00% |
Information Technology | 40.00% |
Materials | 1.00% |
Real Estate | 2.00% |
Name | Weight |
---|---|
AMAZON.COM INC | 8.00% |
MASTERCARD INC | 4.00% |
MICROSOFT CORP | 4.00% |
APPLE INC | 3.00% |
VISA INC | 3.00% |
ALPHABET INC | 2.00% |
COSTAR GROUP INC | 2.00% |
NVIDIA CORP | 2.00% |
SERVICENOW INC | 2.00% |
SBA COMMUNICATIONS | 1.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.