Close to Home. Far From Average.

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.

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

  1. 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>

PerformanceInception Date1-Month3-Months6-Months1-Year3-Years5-Years10-YearsSince 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 Performance20172016201520142013201220112010200920082007
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