Franklin Bissett Canadian Bond Fund

Investment Objective and Strategy

The fund seeks to provide current income, liquidity and some long-term capital appreciation by investing primarily in a diversified portfolio of Canadian government and corporate debt securities. The fund may invest a portion of its assets in real return bonds, mortgage-backed securities, preferred shares and in Canadian dollar denominated debt issued by foreign governments and corporations.

Core high quality Canadian fixed income allocation. The Fund provides access to fixed income diversification by sector, industry, issuer and maturity. The Fund invests 100% in high-quality bonds with an overweight to credit securities for added longer-term value.

Steady flow of income. The Fund is focused on total return with an emphasis on sustainable and attractive monthly income distributions.

A complement to other asset classes. In addition to generating stable income, a Canadian fixed income allocation complements Canadian, foreign equity and foreign fixed income holdings in its low correlation to these asset classes.

FUND MANAGERS

Thomas O'Gorman

  • Calgary, AB Canada
  • Years with firm: 8
  • Years of experience: 29

Darcy Briggs

  • Calgary, AB Canada
  • Years with firm: 14
  • Years of experience: 25

Brian A. Calder

  • Calgary, AB Canada
  • Years with firm: 17
  • Years of experience: 20