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Franklin US Opportunities A (acc) USD

Ranked 7 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 : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 3.3% 14.5% 7.3%
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

Asset Allocation

Breakdown

30/06/2018

Top 10 Holdings

Stock Size
Amazon.com Inc ORD 7.68%
Apple Inc ORD 4.89%
Mastercard Inc ORD 4.88%
Microsoft Corp ORD 4.00%
Facebook Inc ORD 3.88%
Visa Inc ORD 3.72%
Alphabet Inc ORD 3.43%
US Treasury 0.000% 05-Jul-2018 2.57%
UnitedHealth Group Inc ORD 2.31%
SBA Communications Corp ORD 2.25%
30/06/2018

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. Hong Kong
  14. Hungary
  15. Ireland
  16. Italy
  17. Jersey
  18. Korea
  19. Latvia
  20. Liechtenstein
  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 Arab Emirates
  37. United Kingdom

Fund Info

  • Launch date03/04/2000
  • Share Class size2,134Mn
  • Base currencyUSD
  • ISIN LU0109391861

Purchase Info

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

Charges

  • 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).