Franklin US Opportunities Fund

Grant feels there are reasons to be optimistic

Investing in the US is very tricky and few managers outperform the index. In 2014 only 20% of active managers achieved this (Source JP Morgan). We recently spoke to the manager of the Franklin US Opportunities Fund. Much of the discussion focused on his view of the US and a small amount on his management style.

The fund was launched in the UK on 30 January 2009 but its track is in the US. Since launch in the UK it has returned 175.50% vs the S&P 500 which has returned 150.39%. In fact over 1, 3 and 5 years it has outperformed the S&P 500 although in certain years it has underperformed reflecting this should be a buy and hold strategy.

If the argument stands that the last 5 years favoured funds that tracked the index, and the next five years favours stock pickers then in theory this fund stands a good chance of building on its outperformance because it has already achieved this at a really difficult time.

Certainly the fact that the manager is based on the ground in the US, appears to have a detailed insight to the American economy and has delivered strong numbers makes this fund one for investors to consider. Like all our reviews we would add that this may not suit all investors and careful research would need to be done before an investor commits to investing.

Fund Facts Morningstar


Please note... is not regulated by the FCA. The information is purely a guide and it is the responsibility of the investor to carry out their own research before making any final decisions. We will ensure that the information is as accurate as possible but we cannot be held accountable for any errors or omissions. No products are sold on this site, nor do we endorse any particular product or investment.

Where there are links to third party sites this is not an endorsement of that site, and we cannot be held responsible for the accuracy of the information on that site.

Where there is reference to performance you should note that past performance is purely a guide and investments can fall as well as rise.

The information on the site belongs to and cannot be replicated or copied without our permission.