FTIF Franklin U.S. Opportunities Fd A (Ydis) GBP

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.
Fund Information
  • Asset Class:Equities
  • Sector:Diversified
  • Geography:United States
  • Benchmark index:Russell 3000 Growth Index
  • Launch Date:25 Oct 2005
  • Launch Price:GBP 10
  • Fund Currency:GBP
  • Fund Source: CASH
  • CPF Risk Classification:
  • Price Made Known On:T+2
  • Price Type:Net Asset Value
  • Dealing Cut Off Time:3:00PM Spore Time
Information
Cash CPFOA-IA CPFSA-IA SRS-IA
Minimum Investment AmountGBP 700---
Minimum Subsequent InvestmentGBP 350---
Minimum Redemption Amount ($)/units0 Unit(s)---
Relevant Charges
Cash CPFOA-IA CPFSA-IA SRS-IA
POEMS Sales Charge0%---
Internal Switch-in Charge/Min Switch-in Charge0.00 % / $ 0.00---
External Switch-in ChargeNA---
Redemption/Realisation ChargeNA---
Annual Management Fee1.5%---
Annual Trustee Fee---
Expense Ratio1.8%---
Fund Manager Sales ChargeNA---
Admin FeeNA---
Information
Period Performance (%) Volatility (%) Ratio
1 Year 4.93 22.76 0.22
2 Years -4.44 34.05 -0.13
3 Years 11.08 39.70 0.28
5 Years 53.33 54.90 0.97
10 Years NA NA NA

The performance figures are calculated using NAV to NAV prices (before sales charge, if any) and does not take into account dividends, if any.

Information
Morningstar Ratings
Overall
3 Years
5 Years
10 Years