Franklin US Opportunities Fund W(acc)

Name
Franklin US Opportunities Fund W(acc)
Manager
Franklin Templeton Investments (UK)
Type
Open Ended Investment Company
ISIN
GB00B7KCG406
Sector
North America
Launched
31/05/2012
OCF
0.83 %
Risk Rating
4
3 Year Sharpe
0.77
3 Year Alpha
-3.17
Yield
0 %
Benchmark
Russell 3000 Growth TR USD
The Fund aims to provide capital appreciation in the long term through investment in US equities. The investment policy, and the general nature of the portfolio, is to invest primarily in equity securities of US issuers 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 company’s general operating results.
Holding %
Amazon.com Inc 7.74 %
Mastercard Inc A 4.94 %
Microsoft Corp 4.78 %
Visa Inc Class A 3.94 %
Alphabet Inc A 3.69 %
UnitedHealth Group Inc 2.98 %
Apple Inc 2.87 %
ServiceNow Inc 2.71 %
SBA Communications Corp 2.34 %
Region %
United States 97.87 %
Sector %
Technology 32.28 %
Financial Services 17.93 %
Healthcare 15.57 %
Consumer Cyclical 11.55 %
Industrials 9.26 %
Name
Franklin Templeton Investments (UK)
Address
WC2N 6HT, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Sara Araghi
Joined 05/01/2016

Sara Araghi is a vice president, research analyst and portfolio manager for Franklin Equity Group. She specializes in the equity research and analysis of the media & entertainment, cable & satellite, and apparel & footwear manufacturer industries. She joined Franklin Equity Group in July 2003 as an equity research associate on the consumer team. Ms. 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
Joined 01/30/2009

Grant Bowers is a vice president and portfolio manager with Franklin Equity Group. Mr. Bowers joined Franklin Templeton Investments in 1993 as a fixed income analyst and in 1998 joined the Franklin Equity Group as an analyst. His previous research coverage has included the telecom, media, publishing, transportation and business services industries. Mr. Bowers studied economics at the University of California at Davis. Prior to joining Franklin Templeton, he served in the United States Army.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.