Franklin Bissett Canada Plus Equity Fund

Investment Objective and Strategy

The fund aims to achieve long-term capital appreciation by investing primarily in a diversified portfolio of Canadian and U.S. equities, with the intent of managing the overall volatility of the portfolio.

A diversified equity portfolio of high conviction Canadian and U.S. companies, managed to effectively balance risk and return opportunities.

A core equity fund offering Canadian investors the growth opportunity of equities, and managed to mitigate the impact of equity market downturns.

The fund’s distinctive GARP approach to investing uncovers growth-oriented companies at reasonable valuations. This process enables the fund to access many quality Canadian companies overlooked by strict value and growth managers.

FUND MANAGERS

Garey J. Aitken

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

Tim Caulfield

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