Franklin U.S. Opportunities Fund W(Acc)EUR-H1Register to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 50.2 | 9.5 | -37.1 | 33.0 | 11.6 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 26/04/2024 | EUR 20.74 | |
Day Change | 1.54% | |
Morningstar Category™ | Other Equity | |
ISIN | LU1586276476 | |
Fund Size (Mil) 31/03/2024 | USD 7247.58 | |
Share Class Size (Mil) 26/04/2024 | EUR 4.61 | |
Max Initial Charge | - | |
Ongoing Charge 24/06/2022 | 0.90% |
Investment Objective: Franklin U.S. Opportunities Fund W(Acc)EUR-H1 |
The Fund’s investment objective is capital appreciation. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Grant Bowers 01/03/2007 | ||
Sara Araghi 01/05/2016 | ||
Inception Date 07/04/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 3000 Growth TR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Franklin U.S. Opportunities Fund W(Acc)EUR-H1 | 31/03/2024 |
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Top 5 Holdings | Sector | % |
NVIDIA Corp | Technology | 8.25 |
Amazon.com Inc | Consumer Cyclical | 6.66 |
Meta Platforms Inc Class A | Communication Services | 5.45 |
Microsoft Corp | Technology | 5.35 |
Mastercard Inc Class A | Financial Services | 3.48 |
Increase Decrease New since last portfolio | ||
Franklin U.S. Opportunities Fund W(Acc)EUR-H1 |