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) 6 620 000 000

Sector Rank:	5 out of 15
(lump sum over 3 years to 30 Apr 2025)

Overall Rank:	51 out of 490
(lump sum over 3 years to 30 Apr 2025)

R20000 invested on 30 Apr 2022 was worth R31 423 at 30 Apr 2025
(16.25% annual compound return)

R5000 per month since 30 Apr 2022 was worth R226 967 at 30 Apr 2025
(14.62% 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%