Franklin Bissett Monthly Income and Growth Fund

Investment Objective and Strategy

The fund seeks a balance of income and capital appreciation by investing primarily in a diversified portfolio of income-generating Canadian, U.S. and global equities, equity-related securities and fixed-income securities.

Unlocking opportunities across the capital structure. The strategy provides flexibility to invest across the capital structure with emphasis on seeking to generate the best income and capital appreciation opportunities from Canadian and U.S. companies.

Benefit from multiple sources of income. The fund seeks to provide a sustainable cash flow from multiple sources: Canadian and U.S. common equity, preferred shares, Canadian and foreign fixed income, covered call option premiums and convertible debentures. Writing covered call options is expected to enhance yield generated by the strategy, as well as the flexibility of investing in a broader opportunity set.

Diversified exposure. Constructed around a broad set of lower correlated positions from the Canadian and U.S. market, the portfolio seeks to provide stability and ease the investor’s exposure to market swings.

FUND MANAGERS

Garey J. Aitken

  • Calgary, AB Canada
  • Years with firm: 21
  • Years of experience: 27

Thomas O'Gorman

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

Tim Caulfield

  • Calgary, AB Canada
  • Years with firm: 12
  • Years of experience: 19

Darcy Briggs

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