Franklin U.S. Opportunities Fund A(acc)EUR-H1Register to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 48.9 | 8.5 | -37.1 | 31.8 | 5.3 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 10/05/2024 | EUR 18.08 | |
Day Change | -0.19% | |
Morningstar Category™ | Other Equity | |
ISIN | LU0316494391 | |
Fund Size (Mil) 30/04/2024 | USD 6819.80 | |
Share Class Size (Mil) 10/05/2024 | EUR 233.32 | |
Max Initial Charge | 5.75% | |
Ongoing Charge 08/02/2023 | 1.81% |
Investment Objective: Franklin U.S. Opportunities Fund A(acc)EUR-H1 |
The Fund’s investment objective is capital appreciation. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Grant Bowers 01/03/2007 | ||
Sara Araghi 01/05/2016 | ||
Inception Date 03/09/2007 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 3000 Growth TR USD | - |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Franklin U.S. Opportunities Fund A(acc)EUR-H1 | 30/04/2024 |
|
|
Top 5 Holdings | Sector | % |
NVIDIA Corp | Technology | 8.39 |
Amazon.com Inc | Consumer Cyclical | 6.87 |
Microsoft Corp | Technology | 5.27 |
Meta Platforms Inc Class A | Communication Services | 5.14 |
Mastercard Inc Class A | Financial Services | 3.46 |
Increase Decrease New since last portfolio | ||
Franklin U.S. Opportunities Fund A(acc)EUR-H1 |