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Franklin US Opportunities Fund Franklin Templeton Investment Funds Franklin US Opportunities Fund News Regional Portfolio Structure(Semi-Annual Comparison) Sectorial Portfolio Structure(Semi-Annual Comparison) Price   Ranking Sector: USA-Equity-General Size: (USD) 6 620 000 000   Sector Rank: 3 out of 15 (lump sum over 3 years to 31 May 2025)   Overall Rank: 26 out of 490 (lump sum over 3 years to 31 May 2025)   R20000 invested on 31 May 2022 was worth R34 926 at 31 May 2025 (20.42% annual compound return)   R5000 per month since 31 May 2022 was worth R234 360 at 31 May 2025 (16.57% 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 Mar 2025 Share (Sector) Value (USD) % of fund METAPLATFORMS (Technology) 454 132 000 6.86% AMAZON.COM (Technology) 416 398 000 6.29% NVIDIA (Technology) 395 214 000 5.97% AAPL.US () 373 368 000 5.64% MSFT.US () 312 464 000 4.72% MASTERCARD (Financial Services) 248 250 000 3.75% ELILILLY (Healthcare) 231 700 000 3.50% BROADCOM (Technology) 176 754 000 2.67% NFLX.US () 165 500 000 2.50% AXON (Goods & Services) 158 880 000 2.40% TOTALS 2 932 660 000 44.30%

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