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Franklin US Opportunities Fund - Semi-Annual Comparison Franklin Templeton Investment Funds Franklin US Opportunities Fund Regional Portfolio Structure(Semi-Annual Comparison) Sectorial Portfolio Structure(Semi-Annual Comparison) SECTORIAL PORTFOLIO Sorted By Difference in Number of Units Holdings(1 - 10) 30 Jun 2025 31 Dec 2024   Holding (Sector) Value 000's (USD) % of Fund Value 000's (USD) % of Fund Diff Fairbairn -Communication 1 368 750 18.25 854 376 11.64 6.6 Fairbairn -Industrials 859 500 11.46 786 848 10.72 0.7 Fairbairn -Consumer Staples 226 500 3.02 199 648 2.72 0.3 Fairbairn -Other 45 000 0.60 29 360 0.40 0.2 Fairbairn -Materials 167 250 2.23 151 938 2.07 0.2 Financial - Financials 493 500 6.58 491 046 6.69 -0.1 Fairbairn -Consumer Discretionary 954 000 12.72 957 136 13.04 -0.3 Fairbairn -Cash 15 750 0.21 60 188 0.82 -0.6 Healthcare -Healthcare 594 000 7.92 776 572 10.58 -2.7 Fairbairn -Information Technology 2 775 750 37.01 3 032 888 41.32 -4.3 TOTAL 7 500 000 100.00 7 340 000 100.00

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