Franklin US Opportunities Fund

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Franklin US Opportunities Fund

Franklin US Opportunities Fund

Franklin Templeton Investment Funds
	Franklin US Opportunities Fund
		Regional Portfolio Structure(Semi-Annual Comparison)
		Sectorial Portfolio Structure(Semi-Annual Comparison)

Price

Ranking

Sector:	USA-Equity-General
Size:	(USD) 6 850 000 000

Sector Rank:	5 out of 15
(lump sum over 3 years to 30 Apr 2026)

Overall Rank:	69 out of 517
(lump sum over 3 years to 30 Apr 2026)

R20000 invested on 30 Apr 2023 was worth R30 654 at 30 Apr 2026
(15.30% annual compound return)

R5000 per month since 30 Apr 2023 was worth R202 699 at 30 Apr 2026
(7.59% 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 2025

Share (Sector)	Value (USD)	% of fund
NVIDIA (Technology)	658 285 000	9.61%
AAPL.US ()	450 045 000	6.57%
BROADCOM (Technology)	410 315 000	5.99%
MSFT.US ()	408 260 000	5.96%
AMAZON.COM (Technology)	380 175 000	5.55%
METAPLATFORMS (Technology)	327 430 000	4.78%
ALPHABETINCA (Cyclical Goods & Services)	272 630 000	3.98%
TESLAMOTORS (Auto)	210 980 000	3.08%
ELILILLY (Healthcare)	180 840 000	2.64%
AMPHENOL (Goods & Services)	165 085 000	2.41%
TOTALS	3 464 045 000	50.57%