Franklin Templeton Announces New Pricing For Core Equity Fund Suite

Toronto, November 4, 2025 – Franklin Templeton Canada today announced new pricing for its suite of Core Equity Funds, effective January 1, 2026, making the fees among the lowest within its peer group. The changes apply to the Franklin Canadian Core Equity Fund, Franklin U.S. Core Equity Fund, and Franklin International Core Equity Fund, across Series F, O, and ETF Series.

In addition to the updated pricing, Series A will be introduced for all three funds on January 13, 2026, further expanding investor accessibility.

The Core Equity suite were launched in 2019 as a core building block for Franklin Templeton’s multi asset portfolios and, as of Sept. 30, have $1.9 billion in AUM. 

“Positioned between traditional active and passive strategies, these funds are designed to be robust building blocks that help investors improve portfolio efficiency, smooth out the ride, and pursue better long-term results—without unnecessary complexity. With this new fee structure, the suite are among the lowest cost offering to investors within their peer group,” said Dennis Tew, Head of Sales and Business Strategy, Franklin Templeton Canada.

Franklin Tempelton believes a better core starts with discipline and precision. The Core Equity Funds suite are low-fee, building blocks for modern portfolio construction, combining benchmark exposure with systematic alpha generation, leveraging both quantitative models and high-conviction insights from Franklin’s fundamental managers.

“The three funds are built using five complementary factors—Quality, Value, Momentum, Alternative, and Conviction—that have been shown to deliver excess returns over time. Each factor plays a distinct role, and together create a diversified, balanced source of alpha,” said Michael Greenberg, SVP, Head of Americas Portfolio Management, Franklin Templeton Investment Solutions (FTIS).

“What sets these funds apart is the conviction factor. Unique to Franklin Templeton, it systematically the captures the highest conviction stock picks from the firms top fundamental managers and conviction factor turning deep research-driven insights into a scalable source of alpha,” Michael said.

Franklin Templeton is a global leader in multi-asset, quantitative, and hedged solutions, offering clients a single point of access to public and private market capabilities. Through deep research, active management, and data-driven insights, the team creates customized solutions designed to meet the evolving needs of investors in an increasingly complex market environment.

Management and Administration Fee Reductions

Made available to retail investors in June 2025, these Funds have been offered with a full management fee waiver through December 31, 2025. Beginning January 1, 2026, the following fee structure will apply:

 

FUND NAME	TICKER	TYPE	CASH DISTRIBUTION PER UNIT ($)	PAYMENT FREQUENCY

 

About Franklin Templeton

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. In Canada, the company’s subsidiary is Franklin Templeton Investments Corp., which operates as Franklin Templeton Canada. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions. With more than 1,500 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and US$1.66 trillion in assets under management as of September 30, 2025. For more information, please visit franklintempleton.ca.

Commissions, management fees and expenses all may be associated with investments in ETFs and ETF series. Investors should carefully consider an ETF's and ETF series’ investment objectives and strategies, risks, fees and expenses before investing. The prospectus and ETF facts contain this and other information. Please read the prospectus and ETF facts carefully before investing. ETFs and ETF series trade like stocks, fluctuate in market value and may trade at prices above or below their net asset value. Brokerage commissions and ETF and ETF series expenses will reduce returns. ETFs and ETF series are not guaranteed, their values change frequently, and past performance may not be repeated.

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