US Opportunities fund will mirror strategies used on Grant Bowers' successful Sicav
Franklin Templeton's latest Oeic, US Opportunities, launched last month following a mirror strategy of its Sicav version, which has been in existence since 2000. The dollar share class of the Luxembourg-listed fund has performed in line with its Morningstar Equity - North America sector average - outperforming over five years with 4.59% against the sector of -19.12% whereas the Russell 3000 Growth Index was down 15.59%. Over three and one years the dollar class of US Opportunities -24.59% and -38.44% against the sector of -19.12% and -29.93% respectively, to 31 December 2008. Lead man...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
