Franklin U.S. Focused Growth SMA Q1 2025 Commentary

May 04, 2025 4:50 PM ET, , , , , , , , , , , , , , , , , , , , , , , , ,
Franklin Templeton
4.58K Followers
(21min)

Summary

  • Stock markets worldwide were turbulent over 1Q25, with major US equity indexes, the S&P 500 Index, Dow Jones Industrial Average and NASDAQ Composite Index, sustaining overall declines.
  • The earnings reports made clear that the robust pace of capital expenditures for AI data centers should continue in 2025.
  • We expect continued technological transformation driven by core development themes around the byte, the atom and the gene.

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Performance Data2,3

Average Annual Total Returns (USD %)

3 Mths

YTD

1 Year

3 Year

5 Year

Since Inception (03/31/2020)

Franklin U.S. Focused Growth SMA - Pure GROSS

-12.42

-12.42

3.34

8.95

18.38

This article was written by

4.58K Followers
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions. With more than 1,300 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and over $1.4 trillion in assets under management as of June 30, 2023. For more information, please visit franklintempleton.com and follow us on LinkedIn, Twitter and Facebook.

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