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.

Fee Reductions

Certain series of this Fund had or will have a fee reduction this year, please visit Franklin Templeton Update: Fee Reductions for more details.

FUND MANAGERS

Garey J. Aitken

  • Calgary, AB Canada
  • Years with firm: 22
  • Years of experience: 28

Tim Caulfield

  • Calgary, AB Canada
  • Years with firm: 13
  • Years of experience: 20