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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) 6 850 000 000
 
Sector Rank: 5 out of 15
(lump sum over 3 years to 28 Feb 2026)
 
Overall Rank: 76 out of 520
(lump sum over 3 years to 28 Feb 2026)
 
R20000 invested on 28 Feb 2023 was worth R29 362 at 28 Feb 2026
(13.65% annual compound return)
 
R5000 per month since 28 Feb 2023 was worth R185 996 at 28 Feb 2026
(2.12% 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 31 Dec 2025
Share (Sector) Value (USD) % of fund
NVIDIA (Technology) 658 285 000 9.61%
AAPL.US () 450 045 000 6.57%
BROADCOM (Technology) 410 315 000 5.99%
MSFT.US () 408 260 000 5.96%
AMAZON.COM (Technology) 380 175 000 5.55%
METAPLATFORMS (Technology) 327 430 000 4.78%
ALPHABETINCA (Cyclical Goods & Services) 272 630 000 3.98%
TESLAMOTORS (Auto) 210 980 000 3.08%
ELILILLY (Healthcare) 180 840 000 2.64%
AMPHENOL (Goods & Services) 165 085 000 2.41%
TOTALS 3 464 045 000 50.57%

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