Franklin Bissett Small Cap 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 Small Cap Fund (the “underlying fund”). The underlying fund invests primarily in a diversified portfolio of small-capitalization Canadian equities that have proven management and long-term growth plans. The underlying fund may also invest in foreign securities.

Small caps provide diversification. Ideal for investors seeking exposure to small caps to complement large- and mid-cap holdings and help generate superior risk-adjusted returns over time.

Investing for the long term. The underlying fund invests primariliy in companies with a market capitalization of between $100 million to $2.5 billion, and invests in companies with proven management and a long-term growth plan.

Franklin Bissett’s time-tested process to balance risk and return. Understanding the volatility associated with small cap 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

Ralph Lindenblatt

  • Calgary, AB Canada
  • Years with firm: 18
  • Years of experience: 22