Franklin Bissett Canadian Balanced Fund

Investment Objective and Strategy

The fund seeks a balance of current income and long-term capital appreciation by investing primarily in a portfolio of Franklin Bissett fixed-income and equity funds. The fund may also invest in foreign securities.

Active Management. The fund-of-funds approach makes it the ideal RRSP/RESP vehicle. The fund’s active management, according to the portfolio managers’ economic and market outlook, helps control risk and maximize return potential.

Added diversification. This balanced solution invests in core Canadian equity and fixed income solutions while also taking advantage of opportunities in global/international and U.S. equities for added diversification.

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