Franklin Bissett Core Plus Bond Fund

Investment Objective and Strategy

The fund seeks a high current income and some long-term capital appreciation by investing primarily in Canadian federal and provincial government and corporate bonds, debentures and short-term notes. The fund maintains an overweighted position in high-quality corporate and provincial issues, and an underweighted position in Canadian federal bonds. The fund may invest in foreign securities.

An experienced bond investor. With nearly 30 years of fixed income experience, Franklin Bissett provides investors with a wealth of successful bond investment expertise.

Lower portfolio risk. Adding bonds to a portfolio can lower volatility by providing added stability and a regular stream of income, which is reassuring in any market environment.

“Core Plus” Investing. The fund’s primary investment focus is on core bonds issued in Canada with the potential for enhanced returns through global diversification.

Canadian core enhanced with
non-traditional sources of value

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FUND MANAGERS

Darcy Briggs

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

Thomas O'Gorman

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