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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) 7 340 000 000   Sector Rank: 8 out of 15 (lump sum over 3 years to 28 Feb 2025)   Overall Rank: 59 out of 486 (lump sum over 3 years to 28 Feb 2025)   R20000 invested on 28 Feb 2022 was worth R31 033 at 28 Feb 2025 (15.77% annual compound return)   R5000 per month since 28 Feb 2022 was worth R250 379 at 28 Feb 2025 (20.57% 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 Dec 2024 Share (Sector) Value (USD) % of fund NVIDIA (Technology) 632 708 000 8.62% AMAZON.COM (Technology) 532 150 000 7.25% METAPLATFORMS (Technology) 464 622 000 6.33% AAPL.US () 420 582 000 5.73% MSFT.US () 363 330 000 4.95% AVGO.US () 292 132 000 3.98% MASTERCARD (Financial Services) 217 998 000 2.97% AXON (Goods & Services) 192 308 000 2.62% SERVICENOW (Technology) 175 426 000 2.39% ELILILLY (Healthcare) 168 820 000 2.30% TOTALS 3 460 076 000 47.14%

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