FTF Franklin US Opportunities Fund W (acc)Register to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 37.3 | 16.7 | -29.7 | 33.1 | 14.8 | |
+/-Cat | 6.2 | -5.2 | -8.2 | 6.5 | 3.1 | |
+/-B’mrk | 5.4 | -10.7 | -6.4 | 1.1 | 2.2 | |
Category: US Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 18/04/2024 | GBP 5.36 | |
Day Change | -1.54% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
IA (formerly IMA) Sector | North America | |
ISIN | GB00B7KCG406 | |
Fund Size (Mil) 29/07/2022 | USD 111.79 | |
Share Class Size (Mil) 18/04/2024 | GBP 75.51 | |
Max Initial Charge | - | |
Ongoing Charge 06/02/2024 | 0.78% |
Morningstar Research |
Analyst Report | 07/03/2024 Kongkon Gogoi, Senior Analyst Morningstar, Inc |
Although there is a solid setup in place at Franklin US Opportunities, the strategy has struggled to add value over and above the growth style tailwind enjoyed in some recent years. The Morningstar Analyst Rating of Neutral for the I (acc) USD... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: FTF Franklin US Opportunities Fund W (acc) |
The Fund aims to grow in value over a three to five-year period after all fees and costs are deducted. The Fund invests at least two thirds (but typically significantly more) in the shares of companies of any size, listed on the United States’ stock markets. The Investment Manager focuses on those stocks that it believes have the potential to grow faster than the US economy. Typically, these types of companies do not pay a dividend and instead reinvest any earnings to aid future growth. Within each sector, the Investment Manager can invest in any industry but normally try to keep investment in any specific industry to no more than 25% of the portfolio. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Grant Bowers 30/01/2009 | ||
Sara Araghi 01/05/2016 | ||
Inception Date 31/05/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 3000 Growth TR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for FTF Franklin US Opportunities Fund W (acc) | 31/03/2024 |
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Top 5 Holdings | Sector | % |
NVIDIA Corp | Technology | 8.95 |
Amazon.com Inc | Consumer Cyclical | 7.04 |
Microsoft Corp | Technology | 5.96 |
Meta Platforms Inc Class A | Communication Services | 5.68 |
Mastercard Inc Class A | Financial Services | 3.50 |
Increase Decrease New since last portfolio | ||
FTF Franklin US Opportunities Fund W (acc) |