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CanadaOver its 37+ year history, 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
Over its 37+ year history, 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 - March 31, 2021
- Source: Franklin Templeton. 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 March 31, 2021
| Performance | Inception Date | 1-Month | 3-Months | 6-Months | 1-Year | 3-Years | 5-Years | 10-Years | Since Inception |
|---|---|---|---|---|---|---|---|---|---|
| Franklin Bissett Canadian Equity Fund, Series F | 3/1/1983 | 7.02% | 8.48% | 14.03% | 30.72% | 6.77% | 7.00% | 6.56% | 10.06% |
| Morningstar Canada Canadian Equity Category | 3.97% | 5.22% | 11.33% | 11.51% | 6.06% | 8.31% | 4.93% | 7.88% |
Indicates periods of outperformance versus the category average
Related Links
On November 22, 2019, Franklin Bissett Energy Corporate Class merged into Franklin Bissett Canadian Equity Fund.
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.
