Franklin US Opportunities Fund

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Franklin US Opportunities Fund

Franklin US Opportunities Fund

Franklin Templeton Investment Funds
	Franklin US Opportunities Fund
		Regional Portfolio Structure(Semi-Annual Comparison)
		Sectorial Portfolio Structure(Semi-Annual Comparison)

Price

Ranking

Sector:	USA-Equity-General
Size:	(USD) 7 500 000 000

Sector Rank:	5 out of 15
(lump sum over 3 years to 31 Aug 2025)

Overall Rank:	53 out of 491
(lump sum over 3 years to 31 Aug 2025)

R20000 invested on 31 Aug 2022 was worth R33 833 at 31 Aug 2025
(19.15% annual compound return)

R5000 per month since 31 Aug 2022 was worth R234 117 at 31 Aug 2025
(16.51% annual return compounded monthly)

Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.

Management
Grant Bowers

Sara Araghi

Focus and Objective
The fund's investment objective is capital growth by investing primarily in equity securities of US issuers with strong growth potential compared to the overall economy.

Technical Overview
Benchmark:	Russell 3000 Growth index, S&P 500 Index
Administration Fee		Management fee (p.a.):	1.51%
Allows debit orders	No	Maximum Exit Fee
Annual Registrar Fee	0.20%	Minimum lump sum:	$5 000
Base currency:	USD	Minimum monthly:	$1 000
Broker Comm. Payable	Yes	Minimum Exit Fee
Custodian Fee		Number of holdings:	72
Domicile	Luxembourg	Original price:	USD 10.00
Exit fee charge:	No	Performance fee:
Formation date:	03 Apr 2000	Pricing system:	Forward
Is this fund a roll-up?	Yes	Promotional Fee

Top holdings on 30 Jun 2025

Share (Sector)	Value (USD)	% of fund
METAPLATFORMS (Technology)	566 250 000	7.55%
NVIDIA (Technology)	525 750 000	7.01%
AMAZON.COM (Technology)	460 500 000	6.14%
MSFT.US ()	414 000 000	5.52%
AAPL.US ()	324 750 000	4.33%
MASTERCARD (Financial Services)	247 500 000	3.30%
AXON (Goods & Services)	245 250 000	3.27%
NFLX.US ()	237 750 000	3.17%
BROADCOM (Technology)	229 500 000	3.06%
ALPHABETINCA (Cyclical Goods & Services)	181 500 000	2.42%
TOTALS	3 432 750 000	45.77%