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Franklin US Opportunities A (acc) USD

Ranked 8 out of 73 in - US over 12 months
All calculations are in CLP unless stated

Managed by

Sara Araghi

Sara Araghi is a vice president, research analyst and portfolio manager for Franklin Equity Group. She specialises in the equity research and analysis of the media & entertainment, cable & satellite, and apparel & footwear manufacturer industries. Araghi is also a co-manager of the Franklin Growth Opportunities Fund and FTIF Franklin U.S. Opportunities Fund (SICAV), as well as related portfolios. She is a member of the Franklin Small Cap Growth team. She joined Franklin Equity Group in July 2003 as an equity research associate on the consumer team. Araghi earned her B.S. in business administration and graduated with honors from the University of California, Berkeley. She is a Chartered Financial Analyst (CFA) charterholder and member of the CFA Society of San Francisco and CFA Institute.

Grant Bowers

Grant Bowers studied at the University of California graduating with a degree in economics. He joined Franklin Templeton Investments in 1993 as a fixed income analyst and in 1998 joined the Franklin Equity Group as an analyst. His research coverage has included the telecom, media, publishing, transportation and business services industries. He is currently the lead manager on the Franklin US Opportunities Fund. Outside of fund management, Bowers is a keen fan of the outdoors and enjoys shooting.


The Fund's investment objective is capital appreciation. The Fund invests principally in equity securities of US companies demonstrating accelerating growth, increasing profitability, or above average growth or growth potential as compared with the overall economy. Equity securities generally entitle the holder to participate in a companies general operating results. They include common stocks, convertible securities and warrants on securities. The base currency of the Fund is US dollar.

Showing fund performance in Chile View performance globally


US over : 28/02/2017 - 28/02/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 16.6% 9.4% 4.4% 0.8% 1.2%
2016 -7.7% -11.5% -1.6% 6.5% -0.5%
2015 22.4% 9.7% 3.5% 0.8% 6.9%
2014 23.2% 4.0% 4.5% 7.9% 5.1%
2013 52.1% 8.8% 9.5% 11.6% 14.4%
2012 0.8% 8.1% -6.2% -1.3% 0.6%
2011 6.7% 8.0% -2.5% -8.3% 10.5%
2010 11.3% 7.5% -7.4% 3.0% 8.6%
2009 12.8% -10.5% 6.0% 19.8% -0.8%
2008 -24.7% -26.2% 31.6% -14.6% -9.3%
2007 11.4% 3.4% 4.2% 8.9% -5.0%
2006 10.3% 13.2% -4.8% -1.6% 4.0%
2005 1.6% -1.3% 1.7% -2.3% 3.7%
2004 9.2% 6.4% 5.6% -6.8% 4.3%
2003 17.8% 0.9% 14.2% 0.3% 1.9%
2002 -28.7% -5.5% -13.9% -16.9% 5.4%
2001 -11.3% -23.0% 20.2% -23.2% 24.7%
2000 6.8% -35.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Cyprus
  5. Czech Republic
  6. Denmark
  7. Estonia
  8. Finland
  9. France
  10. Gibraltar
  11. Greece
  12. Hong Kong
  13. Hungary
  14. Ireland
  15. Jersey
  16. Korea
  17. Latvia
  18. Lithuania
  19. Luxembourg
  20. Macau
  21. Netherlands
  22. Norway
  23. Peru
  24. Poland
  25. Portugal
  26. Singapore
  27. Slovakia
  28. South Africa
  29. Spain
  30. Sweden
  31. Switzerland
  32. Taiwan
  33. United Kingdom

Fund Info

  • Launch date03/04/2000
  • Share Class size1,712Mn
  • Base currencyUSD
  • ISIN LU0109391861

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0


  • Annual management1.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).