Franklin U.S. Opportunities Fund I(acc)USD

Performance History28/02/2019
Growth of 1,000 (GBP) Advanced Graph
Franklin U.S. Opportunities Fund I(acc)USD
Fund11.817.516.95.210.6
+/-Cat10.3-11.98.38.51.9
+/-B’mrk5.5-17.06.24.53.0
 
Key Stats
NAV
22/03/2019
 USD 44.92
Day Change -3.42%
Morningstar Category™ US Flex-Cap Equity
ISIN LU0195948665
Fund Size (Mil)
28/02/2019
 USD 4061.36
Share Class Size (Mil)
28/02/2019
 USD 495.74
Max Initial Charge -
Ongoing Charge
25/01/2019
  0.85%
Morningstar Research
Analyst Report

An experienced manager and a consistent approach continue to make this fund a worthy option for high-growth investors.Grant Bowers began his tenure on this fund in March 2007 and boasts more than 20 years of investment experience. Bowers benefits...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentNeutral
ProcessPositive
PerformanceNeutral
PriceNeutral
Investment Objective: Franklin U.S. Opportunities Fund I(acc)USD
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. The Fund principally invests in small, medium and large-capitalisation companies with strong growth potential across a wide range of sectors.
Returns
Trailing Returns (GBP)22/03/2019
YTD13.32
3 Years Annualised19.09
5 Years Annualised15.40
10 Years Annualised17.52
12 Month Yield 0.00
Management
Manager Name
Start Date
Grant Bowers
01/03/2007
Sara Araghi
01/05/2016
Inception Date
31/08/2004
Advertisement
Category Benchmark
Fund BenchmarkMorningstar Benchmark
Russell 3000 Growth TR USDRussell 3000 TR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Franklin U.S. Opportunities Fund I(acc)USD28/02/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.220.0097.22
Bond0.000.000.00
Property0.000.000.00
Cash0.090.030.06
Other2.720.002.72
Top 5 Regions%
United States97.42
Eurozone1.15
United Kingdom0.88
Asia - Emerging0.55
Canada0.00
Top 5 Sectors%
Technology34.12
Financial Services17.95
Healthcare14.35
Consumer Cyclical10.37
Industrials10.25
Top 5 HoldingsSector%
Amazon.com IncConsumer CyclicalConsumer Cyclical7.09
Mastercard Inc AFinancial ServicesFinancial Services5.24
Microsoft CorpTechnologyTechnology4.82
Visa Inc Class AFinancial ServicesFinancial Services3.98
Alphabet Inc ATechnologyTechnology3.95
Franklin U.S. Opportunities Fund I(acc)USD

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites