Franklin Templeton Investment – Franklin U.S. Opportunities Fund

Franklin Templeton Investment – Franklin U.S. Opportunities Fund Review

Franklin U.S. Opportunities Fund – InterestGuru.sg Featured US Growth Fund

Fund objective

Franklin Templeton Investment – Franklin U.S. Opportunities 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.

Investment Strategy

Franklin Templeton Investment – Franklin U.S. Opportunities Fund will invest principally in equity securities including warrants of securities of US companies of any size demonstrating accelerating growth, increasing profitability, or above-average growth or growth potential as compared with the overall economy. The Fund may invest in derivatives for the purposes of hedging and/or efficient portfolio management. The expected level of exposure to securities lending transactions is below or equal to 5% of the Fund’s net assets, subject to a maximum of 50%.

Who is Franklin Templeton Investment – Franklin U.S. Opportunities Fund suitable for?

Franklin Templeton Investment – Franklin U.S. Opportunities Fund is only suitable for investors who:

• seek capital appreciation
• seek a growth investment (concentrated in equities of US issuers) in sectors showing above average growth or growth potential as compared with the overall economy
• seek an investment concentrated in equities of US issuers
• plan to hold their investment for the medium to long-term

Dividend or Income payout frequency: N.A

For additional assessments on product suitability, please obtain professional advice from a qualified Financial Adviser.

What are the key risks of Franklin Templeton Investment – Franklin U.S. Opportunities Fund?

The value of Franklin Templeton Investment – Franklin U.S. Opportunities Fund and its dividends and coupons (if any) may rise or fall. You may lose some or all of your investment depending on the performance of the underlying securities. Factors that may affect the performance of these securities include, without limitation, market risks, fluctuations in interest rates and foreign exchange rates, political instability, exchange controls, changes in taxation and foreign investment policies.

Some of the key risks associated with Franklin Templeton Investment – Franklin U.S. Opportunities Fund are described below:

Market and Credit Risks

• Your investments are subject to equity market risks in the U.S
• You are subject to the risks of investing in warrants

Liquidity Risks

• Fund liquidity may be affected during exceptional circumstances
• The Fund is not listed

Product-Specific Risks

• You are exposed to growth stocks risk
• You are exposed to risks associated with small and mid-sized companies
• Your investments are in a single market

Investment Fees and Charges

For a limited time (Until 31 Dec 2023), speak to a MAS licensed licensed financial adviser which has committed to offering our readers a flat 1% Subscription fee (Initial Sale Charge) for all Unit Trust Funds investment.

Learn more about the limited time offer on 1% Initial Sales Charge. Terms and conditions may apply.

Where can I get more details about Franklin Templeton Investment – Franklin U.S. Opportunities Fund

• Franklin Templeton Investment – Franklin U.S. Opportunities Fund Fact Sheet (Open in New Window)
• Franklin Templeton Investment – Franklin U.S. Opportunities Fund Product Highlight Sheet (Open in New Window)
• Speak to a licensed licensed financial adviser

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