Franklin U.S. Opportunities Fund

Wholesale Funds

Summary of Fund Objective

The Franklin U.S. Opportunities Fund (The Fund) is a feeder fund that feeds into the Franklin Templeton Investment Funds – Franklin U.S. Opportunities Fund (Target Fund). The Fund aims to achieve capital appreciation by investing in the Target Fund which invests principally in equity securities of U.S. companies demonstrating accelerating growth, increasing profitability, or above-average growth or growth potential as compared with the overall economy.

Investors’ Profile

The Fund is suitable for Sophisticated Investors who:

  • Seek capital appreciation by investing in equity securities.
  • Seek a growth investment 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

FUND MANAGERS

Grant Bowers

  • California, United States
  • Years With Firm: 27
  • Years Of Experience: 27

Sara Araghi

  • California, United States
  • Years With Firm: 17
  • Years Of Experience: 17

Key Risks

FOR INFORMATION CONCERNING RISK FACTORS, WHICH YOU SHOULD CONSIDER, PLEASE REFER TO THE “RISK FACTORS” SECTION (CHAPTER 2) OF THE INFORMATION MEMORANDUM (AS MAY BE AMENDED AND SUPPLEMENTED FROM TIME TO TIME).

General Risks of Investing in the Fund

  • Market Risk
  • Fund Management Risk
  • Performance Risk
  • Inflation Risk
  • Risk of Non-Compliance
  • Operational Risk  

Specific Risks Associated with the Fund

  • Currency Risk
  • Hedging Risk
  • Foreign Country Security Risk
  • External Fund Manager’s Risk
  • Derivative Instruments Risk
  • Investment Funds Risk 

Principal Risks Associated with the Target Fund

  • Class Hedging Risk
  • Convertible And Hybrid Securities Risk
  • Counterparty Risk
  • Equity Risk
  • Growth Stocks Risk
  • Liquidity Risk
  • Market Risk
  • Single Country Risk
  • Smaller And Midsize Companies Risk
  • Warrants Risk