Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Franklin US Opportunities A (acc) USD

Ranked 13 out of 71 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.

Objective

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

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.4% 4.4% 0.8%
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

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
Amazon.com Inc ORD 5.79
Apple Inc ORD 5.04
Facebook Inc ORD 4.68
Mastercard Inc ORD 3.99
Alphabet Inc ORD 3.74
Microsoft Corp ORD 3.58
Visa Inc ORD 3.48
Celgene Corp ORD 3.14
SBA Communications Corp ORD 2.35
Broadcom Ltd ORD 2.14
30/06/2017

Registered For Sale In

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

Fund Info

  • Launch date03/04/2000
  • Share Class size1,582Mn
  • Base currencyUSD
  • ISIN LU0109391861

Purchase Info

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

Charges

  • Annual management1.00%

Related News

Franklin Templeton bolsters line-up on tech fund

Two managers join JP Scandalios on Franklin Technology fund.

Blockbuster US equity manager exits Franklin Templeton

33-year market veteran – who had overseen $3.9bn regional strategy – calls time on fund management career, Citywire Selector has learned.

Riding a recovery: how to tap the US equity upswing

In the second part of our investor outlook, top managers reveal how to tap rising opportunities in the US market.

New dawn in tech: two ways to tap the ‘Internet of Things’

Citywire + rated JP Scandalios and Grant Bowers reveal their best ideas for making the most of a major shift in connectivity.

Fed holds fire: what it means for equities and bonds

Top managers from across asset classes react to Janet Yellen & Co.’s decision to keep the Fed fund rate at record low.

$4.7bn US equity expert reveals biggest market trend for 2015

VIDEO: Franklin Templeton’s Grant Bowers outlines how he is tapping the emerging theme in his blockbuster fund.

US still mid-cycle despite record highs, says $4.4bn equity manager

Franklin Templeton's Grant Bowers believes the bull run in the US market could be a long way from finished.

Shale boom will boost US consumer stocks, says $4bn manager

Franklin Templeton's Grant Bowers says the impact of cheap energy will help underpin growing consumer spending.

Global currencies in ‘race to the bottom’, says $2.7bn manager

US equity specialist Conrad Herrmann has added to his domestic-facing names as worldwide QE impacts dollar strength.

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