Please accept the terms and conditions before continuing:
CANADIAN INSTITUTIONAL INVESTORS ONLY
THIS SITE IS INTENDED FOR CANADIAN INSTITUTIONAL INVESTORS ONLY. IT IS NOT INTENDED FOR THE GENERAL PUBLIC OR FOR INVESTORS THAT DO NOT RESIDE IN CANADA BY ACCEPTING THIS TERMS OF USE AGREEMENT, YOU CONFIRM THAT YOU ARE ENTITLED, UNDER THE SECURITIES LEGISLATION OF YOUR PROVINCE OF RESIDENCE, TO PURCHASE SECURITIES WITHOUT THE BENEFIT OF A PROSPECTUS BECAUSE YOU ARE (I) AN “ACCREDITED INVESTOR” WITHIN THE MEANING OF NATIONAL INSTRUMENT 45-106 PROSPECTUS AND REGISTRATION EXEMPTIONSAND/OR (II) A “PERMITTED CLIENT” WITHIN THE MEANING OF NATIONAL INSTRUMENT 31-103 REGISTRATION REQUIREMENTS, EXEMPTIONS AND ONGOING REGISTRANT OBLIGATIONS.
If you are a Canadian resident and seek information on products and services available to the general public, please visit the Franklin Templeton public website at franklintempleton.ca. If you do not reside in Canada, please visit our international websites link for assistance with products and services legally available in your place of residence.
Nothing on this Site shall be considered a solicitation to buy or an offer to sell a security, or any other product or service, to any person in any jurisdiction where such solicitation, offer, purchase or sale would be unlawful under the laws of that jurisdiction.
Please read the Terms of Use Agreement and indicate your acceptance.
Canada
Franklin Bissett Canadian Equity Fund
For more than 30 years, Franklin Bissett has been managing money for institutional, high net worth and individual investors. Franklin Bissett Canadian Equity Fund is the flagship fund of this investment team.
Based in Calgary, the Franklin Bissett team adheres to a time-tested approach to finding great Canadian companies at attractive prices.
INVESTMENT EXCELLENCE, RECOGNIZED
MORNINGSTAR RATED FUND™
Series F
Focusing Exclusively on Canadian Equities
Invest at home with a proven team and well-diversified portfolio. The fund offers access to the broad spectrum of growth potential presented by Canadian companies–while providing a true complement to a portfolio of global holdings.
Investing with a Distinctive Profit-Driven Style
For more than 30 years, the investment team at Franklin Bissett has been focused on selecting companies with strong, consistent earnings, growing cash flow and a history of financial strength. Stocks of such companies selling at attractive prices relative to their fair market value the team favours.
Striking a Balance of Diversification and Concentration
While diversification helps to spread risk, investing in a relatively concentrated portfolio allows the team’s best ideas to have a meaningful impact on overall performance.
Strong Performance Over Multiple Time Periods
Franklin Bissett's investment process has withstood the test of time. Over multiple time periods and through varied economic conditions, the fund has posted a solid track record of performance for its investors.
Growth of $10,000 Investment1
Franklin Bissett Canadian Equity Fund–Series F
March 1, 1983 - April 30, 2018
- Source: Franklin Templeton Investments, as of April 30, 2018. The inception date for Franklin Bissett Canadian Equity Fund, Series F, is March 1, 1983. The growth illustration assumes an initial investment of $10,000 and is based on the historical annual compounded total rates of returns of Franklin Bissett Canadian Equity Fund, Series F, including changes in share value and reinvestment of all dividends, and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Compound & Annual Performance vs. Peers
Franklin Bissett Canadian Equity Fund vs. Morningstar Canadian Equity Category Average as of April 30, 2018/p>
| Performance | Inception Date | 1-Month | 3-Months | 6-Months | 1-Year | 3-Years | 5-Years | 10-Years | Since Inception (series A) | Since Inception (series F) |
|---|---|---|---|---|---|---|---|---|---|---|
| Franklin Bissett Canadian Equity Fund, Series A | 11/24/2000 | 1.05% | -2.69% | -5.45% | -2.11% | 1.69% | 6.04% | 5.12% | 5.94% | |
| Franklin Bissett Canadian Equity Fund, Series F | 3/1/1983 | 1.16% | -2.37% | -4.82% | 0.77% | 3.05% | 7.45% | 6.46% | 10.36% | |
| Morningstar Canada Canadian Equity Category | 1.65% | -1.31% | -1.36% | 2.61% | 3.85% | 7.58% | 3.69% | 5.53% | 8.09% |
| Calendar Year Performance | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Franklin Bissett Canadian Equity Fund, Series A | 4.18% | 20.85% | -9.25% | 9.20% | 20.47% | 13.94% | -6.93% | 17.96% | 38.71% | -33.42% | 0.29% |
| Franklin Bissett Canadian Equity Fund, Series F | 5.59% | 22.44% | -8.04% | 10.66% | 22.02% | 15.41% | -5.76% | 19.39% | 40.33% | -32.63% | 1.51% |
| Morningstar Canada Canadian Equity Category | 7.79% | 17.17% | -6.02% | 9.50% | 16.99% | 7.98% | -9.83% | 14.26% | 32.73% | -34.54% | 7.28% |
Indicates periods of outperformance versus the category average
Key Materials
Inception date used for Franklin Bissett Canadian Equity Fund-Series A and the Morningstar Canadian Equity Category average is November 24, 2000, for Series F the inception date is March 1, 1983. The Indicated rates of return are historical annual compounded total returns including changes in unit or share value and reinvestment of all distributions and dividends and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are guaranteed, their values change frequently and past performance may not be repeated.
