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Franklin US Opportunities

Ranked 135 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Sara Araghi

Sara Araghi is a vice president, research analyst and portfolio manager for Franklin Equity Group. She specialises in the equity research and analysis of the media & entertainment, cable & satellite, and apparel & footwear manufacturer industries. 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. She joined Franklin Equity Group in July 2003 as an equity research associate on the consumer team. 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.

Grant Bowers

Grant Bowers studied at the University of California graduating with a degree in economics. He joined Franklin Templeton Investments in 1993 as a fixed income analyst and in 1998 joined the Franklin Equity Group as an analyst. His research coverage has included the telecom, media, publishing, transportation and business services industries. He is currently the lead manager on the Franklin US Opportunities Fund. Outside of fund management, Bowers is a keen fan of the outdoors and enjoys shooting.

Objective

The Fund aims to provide capital appreciation in the long-term through investment in US equities.The Fund invests mainly in equity securities of companies located in or doing significant business in the U.S. The Fund can invest to a lesser extent in: equity or debt securities issued by governments and corporations of any size located in any country shares of other mutual funds.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/10/2016 - 31/10/2017
  • Rank 135/877 Total Return
  • Rank 639/877 Standard Deviation
  • Rank 553/877 Max Drawdown
Fund Name Currency Loss
553 HSBC US Equity Pooled Fund USD

-1.2%

553 RBC Private U.S. Large-Cap Value Eq Curr Neut Pl O

Currency exposure is hedged

Currency exposure is hedged

CAD

-1.2%

553 CS (Lux) USA Equity Theme Fund B USD USD

-1.2%

553 LO Funds - US Equity Factor Enhanced SH (GBP) MA

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.2%

553 Davis Value A USD

-1.2%

553 Mackenzie US Growth Class Series A USD

-1.2%

553 Franklin US Opportunities GBP A Acc USD

-1.2%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.9% 4.4% 5.4%
2016 -1.7% -5.3% -0.5% 7.1% -2.5%
2015 5.1% 7.9% -0.2% -7.4% 5.4%
2014 7.3% -1.3% 4.7% 0.8% 3.0%
2013 39.5% 11.6% 1.8% 13.3% 8.4%
2012 9.1% 14.5% -9.0% 6.8% -1.9%
2011 -2.8% 4.1% -0.7% -13.2% 8.3%
2010 20.2% 2.7% -11.2% 16.4% 13.1%
2009 17.5% 16.7% 8.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/01/2009
  • Share Class size93Mn
  • Base currencyGBP
  • ISIN GB00B3KD9P78

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).