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FRANKLIN TEMPLETON US OPPORTUNITIES A GBP - Fund overview

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Overview of FRANKLIN TEMPLETON US OPPORTUNITIES A GBP

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. FRANKLIN TEMPLETON US OPPORTUNITIES A GBP does not fall into either of these categories at present.

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Fund summary

Sector	–
Product type	OFFSHORE FUND
Launched	October, 2005
Size	£1,959m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	477.00p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.50%
Total expense ratio	1.82%
Reduction in yield (10yr)	1.82%

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No information available.

Portfolio

franklin templeton us opportunities a gbp asset allocation illustration

Allocation		Proportion

	Equity	99%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	1%

franklin templeton us opportunities a gbp equity geographic illustration

Allocation		Proportion

	UK	1%
	Europe	2%
	Nth America	95%
	Japan	–
	Pacific	2%
	Other Equity	–

franklin templeton us opportunities a gbp equity capitalisation illustration

Allocation		Proportion

	Large Caps	51%
	Mid Caps	42%
	Small Caps	7%

View all performance data for FRANKLIN TEMPLETON US OPPORTUNITIES A GBP

Investment process

The Fund aims to achieve capital appreciation by investing principally in equity securities of US companies believed to possess sustainable growth characteristics and which meet growth, quality and valuation criteria. These include small, medium, and large capitalisation companies with strong growth potential across a wide range of sectors that have exceptional growth potential and fast growing, innovative companies within these
sectors.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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