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FTF FRANKLIN US OPPORTUNITIES W

Bestinvest LogoMulticap US equity fund invested in growth-style companies

PRICE (INC)

-

PRICE (ACC)

458.2p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.75%

ONGOING CHARGE

0.83%

YIELD

0%

1 YEAR
8.15%
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Prices as at 05 Dec 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The Fund aims to grow in value over a three to five-year period after all fees and costs are deducted. The Fund invests at least two thirds (but typically significantly more) in the shares of companies of any size, listed on the United States’ stock markets. The managers focus on those stocks that they believe have the potential to grow faster than the US economy. Typically, these types of companies do not pay a dividend and instead reinvest any earnings to aid future growth. The Fund’s managers can invest in any industry but normally try to keep investment in any specific industry to no more than 25% of the portfolio.

Fund summary

SectorNorth America
StructureOEIC
LaunchedMay 2012
Size£66m
Yield0%
Dividends paidAccumulation units only

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.75%
Ongoing Charges Figure0.83%

Investment Process

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning