Franklin Bissett Canadian Equity Corporate Class

Investment Objective and Strategy

The fund aims to grow investors’ capital over the long term by investing substantially all of its assets in units of Franklin Bissett Canadian Equity Fund (the “underlying fund”). The underlying fund invests primarily in a diversified portfolio of mid- to large-cap Canadian equities.

Canadian Focus. Ideal for investors seeking 100% exposure to Canadian equities with a bias towards dividend payers and growers that typically outperform over the long term.

GARP-style investing. Franklin Bissett employs a disciplined “Growth at a Reasonable Price” (GARP) approach which seeks to maintain a balance between risk and return.

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