Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Franklin US Opportunities

Ranked 52 out of 257 in - US over 12 months
All calculations are in GBP unless stated

Managed by

Sara Araghi

Sara Araghi is a vice president, research analyst and portfolio manager for Franklin Equity Group. She specialises in the equity research and analysis of the media & entertainment, cable & satellite, and apparel & footwear manufacturer industries. Araghi is also a co-manager of the Franklin Growth Opportunities Fund and FTIF Franklin U.S. Opportunities Fund (SICAV), as well as related portfolios. She is a member of the Franklin Small Cap Growth team. She joined Franklin Equity Group in July 2003 as an equity research associate on the consumer team. 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

Grant Bowers studied at the University of California graduating with a degree in economics. He joined Franklin Templeton Investments in 1993 as a fixed income analyst and in 1998 joined the Franklin Equity Group as an analyst. His research coverage has included the telecom, media, publishing, transportation and business services industries. He is currently the lead manager on the Franklin US Opportunities Fund. Outside of fund management, Bowers is a keen fan of the outdoors and enjoys shooting.

Objective

The Fund aims to provide capital appreciation in the long-term through investment in US equities.The Fund invests mainly in equity securities of companies located in or doing significant business in the U.S. The Fund can invest to a lesser extent in: equity or debt securities issued by governments and corporations of any size located in any country shares of other mutual funds.

Showing fund performance in United Kingdom View performance globally

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 8.6% 0.5% 2.1%
2016 17.3% -2.8% 7.0% 10.2% 2.5%
2015 11.2% 13.3% -5.8% -3.9% 8.4%
2014 14.0% -1.9% 2.1% 6.4% 7.1%
2013 36.9% 19.5% 1.9% 6.1% 6.0%
2012 4.3% 11.4% -7.3% 3.7% -2.6%
2011 -2.1% 1.7% -0.9% -10.6% 8.6%
2010 23.9% 9.3% -10.0% 10.6% 13.9%
2009 2.2% 20.2% 7.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/01/2009
  • Share Class size93Mn
  • Base currencyGBP
  • ISIN GB00B3KD9P78

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Related News

Adviser Profile: Adrian Murphy of Murphy Wealth

Adrian Murphy has embraced the challenge of standing out from the crowd, and a recent split of the business is designed to allow Murphy Wealth to tap into a lucrative share of the market.

A-rated Bowers: Obama's health reform opens excellent opportunities

Franklin US Opportunities manager Grant Bowers thinks the prospect of millions more Americans getting healthcare cover has opened up excellent opportunities in the sector.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).