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Franklin US Opportunities Fund W (acc) GBP

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Franklin Templeton
Fund Summary Franklin US Opportunities Fund aims to increase the value of its investments over the long term.
SEDOL code B7KCG40
ISIN GB00B7KCG406
Fund code TTUSW
Managers Grant Bowers, Sara Araghi
Manager Tenure 10 years
Morningstar Category US Flex-Cap Equity
IMA Sector North America
Fund Size £85 million
Fund Type OEIC
Management Style Active
Total Expense Ratio (TER) 0.83%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £3.0663
Buy Price £3.0663
Price Change +1.3084%
Price Date 22nd May 2019
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 30th January 2009
Fund Status OPEN
Grant Bowers is a vice president and portfolio manager with Franklin Equity Group. 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 telecom, media, publishing, transportation and business services industries. Mr. Bowers studied economics at the University of California at Davis. Prior to joining Franklin Templeton, he served in the United States Army.

3-year Mean Monthly Return: 1.752%

Annual Returns 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund Performance +18.18% +6.03% +33.31% -4.46% +33.08% +13.14% +12.52% +7.26% +14.28% +45.54%
Benchmark Performance
(US Flex-Cap Equity)
+14.10% -1.51% +43.62% -14.98% +31.45%
Time Period Cumulative Benchmark Performance
(US Flex-Cap Equity)
Fund Compared to Benchmark
1 day -0.71% +0.04% -0.74%
1 week 3.73% +2.37% +1.36%
1 month 2.02% +0.54% +1.48%
3 months 8.65% +4.63% +4.02%
6 months 18.23% +8.82% +9.41%
1 year 11.56% +8.19% +3.37%
3 years 80.16% +61.72% +18.44%
5 years 132.31% +96.52% +35.79%
10 years 388.12% +299.25% +88.87%
YTD 22.45% +15.38% +7.07%
Since inception 402.77% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Amazon.com Inc USA 7.33%
Mastercard Inc A USA 5.07%
Microsoft Corp USA 4.92%
Visa Inc Class A USA 4.08%
Alphabet Inc A USA 3.65%
ServiceNow Inc USA 3.09%
UnitedHealth Group Inc USA 2.79%
Apple Inc USA 2.69%
SBA Communications Corp USA 2.40%
Raytheon Co USA 2.00%

Currently unavailable