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See Franklin US Opportunities fund as a life fund
See underlying Franklin US Opportunities fund

Skandia Franklin US Opportunites

Underlying Fund

Franklin US Opportunities

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

The Fund aims to provide capital appreciation in the long term through investment in US equities.

Fund Manager ( Underlying )

Grant Bowers

Domicile

United Kingdom

Sector

North America

Currency

GBX

Primary Asset Class

Equity

Fund Size

GBX 0.45m as at 31-May-2013

Unit Name

Skandia Franklin US Opportunites Pn

Inc/Acc

Accumulating 

Citicode

G18J

Initial Charge

0.00%

Unit Currency

GBX 

ISIN

GB00B4221867 

Annual Charge

n/a

Bid

GBX 118.50

Offer

GBX 124.70

Change (Offer)

1.20 (0.97%)
19-Jun-2013

Unit LaunchDate

21-May-2012

Unit Name

Skandia Franklin US Opportunites SP

Inc/Acc

Accumulating 

Citicode

G18K

Initial Charge

0.00%

Unit Currency

GBX 

ISIN

GB00B85M2M23 

Annual Charge

n/a

Mid

GBX 125.70

Change (Mid)

1.20 (0.96%)
19-Jun-2013

Unit LaunchDate

21-May-2012

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 17.28 -0.93 18.83 18.83 - -
Sector 19.28 0.99 18.35 22.22 36.52 51.73
Benchmark 19.28 0.99 18.35 22.22 36.52 51.73
 

Discrete Performance (%)

  2012 2011 2010 2009 2008
Fund - - - - -
Sector 7.03 -2.04 17.41 20.04 -18.43
Benchmark 7.03 -2.04 17.41 20.04 -18.43

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
US Equities 98.22
Money Market 1.78

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
USA 98.22
Money Market 1.78

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Information Technology 25.57
Health Care 17.94
Consumer Discretionary 17.71
Industrials 13.09
Financials 6.91
Energy 5.81
Materials 5.78
Telecommunication Services 4.22
Consumer Staples 2.97

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

 
 
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