Franklin US Opportunities Fund

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Franklin US Opportunities Fund

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) 7 530 000 000

Sector Rank:	15 out of 16
(lump sum over 3 years to 30 Nov 2024)

Overall Rank:	182 out of 485
(lump sum over 3 years to 30 Nov 2024)

R20000 invested on 30 Nov 2021 was worth R25 019 at 30 Nov 2024
(7.75% annual compound return)

R5000 per month since 30 Nov 2021 was worth R257 776 at 30 Nov 2024
(22.32% 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 Sep 2024

Share (Sector)	Value (USD)	% of fund
NVIDIA (Technology)	629 508 000	8.36%
AMZN.US ()	477 402 000	6.34%
METAPLATFORMS (Technology)	459 330 000	6.10%
AAPL.US ()	399 090 000	5.30%
MSFT.US ()	398 337 000	5.29%
ELILILLY (Healthcare)	223 641 000	2.97%
MASTERCARD (Financial Services)	216 864 000	2.88%
MONOLI INC (Goods & Services)	182 226 000	2.42%
NOW.US ()	167 919 000	2.23%
UNITEDHEALTH (Healthcare)	163 401 000	2.17%
TOTALS	3 317 718 000	44.06%