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FRANKLIN US OPPORTUNITIES A - Fund overview

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Overview of FRANKLIN US OPPORTUNITIES A

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

Standard Initial Charge

5.00% 0.00%

Invest via Bestinvest

to save 5.00%

Fund summary

Sector  North America
Product type  OEIC
Launched  January, 2009
Size  £10m
Yield 0.0%
Charging basis  Income
Dividends paid  Acc units only
Bid price 164.02p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.50%
Reduction in yield (10yr) 1.50%

Bestinvest says


No information available.

Portfolio

franklin us opportunities a asset allocation illustration
Allocation Proportion
Equity 99%
High yield bonds
Quality bonds 0%
Property 0%
Commodities
Hedge
Fund cash 1%
franklin us opportunities a equity geographic illustration
Allocation Proportion
UK 0%
Europe 0%
Nth America 100%
Japan 0%
Pacific 0%
Other Equity 0%
franklin us opportunities a equity capitalisation illustration
Allocation Proportion
Large Caps 43%
Mid Caps 47%
Small Caps 10%

Investment process


The Fund aims to achieve long-term capital appreciation by investing in a well-diversified portfolio of U.S. equity securities across all market capitalisations and industries. The Fund will provide exposure to growth stocks in the United States. The manager will look for superior profitability, proven management teams and sustainable competitive advantage.

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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