We work with our clients to provide a comprehensive range of equity strategies across all major regions, sectors and styles that meet a diverse range of needs.
Why Franklin Templeton
We provide unrivalled experience, a diverse range of strategies and a long track record of success navigating global equity markets.
For more than 70 years, we’ve been helping investors aim to meet their objectives – from value and growth investing to global and local mandates, our specialist teams are committed to delivering results.
Drawing on our extensive resources and on-the-ground expertise around the world, Franklin Templeton aims to meet your investment needs.
Strategies to Address Your Needs
Grounded in Active Management
We believe active management can provide potential for outperformance and diversification. Robust research guides our investment decisions to deliver outcomes that meet client needs.
Specialized Expertise
Our specialist investment managers have their own distinct styles, perspectives and investment approaches. And each follows a well-defined, repeatable investment process, one that is rooted in the kind of insight and robust research that comes with decades of successfully navigating equity market cycles.
Our Managers
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FAQs: Equity Investments
Equity investments are ownership stakes in publicly traded companies accessed through mutual funds, ETFs, or separately managed accounts (SMAs). These vehicles pool or manage capital to purchase stocks across different companies and sectors, providing professional diversification that may help reduce exposure to individual risk. Mutual funds and ETFs offer pooled professional management, while SMAs provide personalized portfolio management with direct security ownership.
Franklin Templeton offers three main equity investment categories: actively managed mutual funds with various styles (growth, value, blend); ETFs providing exposure to passive, active, and factor-based strategies while combining diversification with trading flexibility; and separately managed accounts (SMAs) providing personalized institutional-quality management. Each category spans Canadian, U.S., international, and emerging markets across large-cap, mid-cap, and small-cap segments, plus sector-specific and thematic strategies to suit different investment objectives and account sizes.
Our equity strategies provide exposure to all major market sectors including technology, financials, healthcare, consumer discretionary, industrials, energy, materials, utilities, real estate, and communication services. We offer multiple approaches: growth strategies focusing on earnings potential, value strategies seeking undervalued opportunities, income strategies emphasizing dividends, sector rotation capitalizing on economic cycles, and thematic investing targeting trends like digital innovation and sustainability.
All equity investments carry market risk where values fluctuate with stock market movements, plus company-specific risks from individual holdings' performance. Additional risks include sector concentration, currency exposure in international holdings, and liquidity concerns in smaller markets. ETFs may see temporary price deviations from net asset value during market stress.
Franklin Templeton employs research-driven active management focused on identifying high-quality companies with sustainable competitive advantages, strong management teams, and attractive valuations. Our global professionals conduct extensive fundamental research and maintain a long-term perspective, building portfolios for sustained performance across market cycles. This approach applies across mutual funds, ETFs, and SMAs, with both actively managed and index-tracking options to pursue consistent risk-adjusted returns.
You can invest through a financial advisor, directly through FTC Investor Services or one of direct investment platforms available in Canada, or through your employer's retirement plan if Franklin Templeton products are available. Mutual funds may require a minimum investment, with amounts varying by fund, ETFs can be purchased through any brokerage for the cost of a single share, and SMAs require working with an advisor due to $100,000+ minimums and customized nature.
Mutual funds trade once daily at net asset value with typically higher expense ratios and may distribute capital gains annually, while ETFs trade intraday like stocks with lower costs. SMAs provide direct security ownership with the highest customization—allowing tax-loss harvesting and values-based investing—but require typically $100,000+ minimums and higher fees. Your choice depends on account size, desired flexibility, tax sensitivity, and customization needs.
Equity ETFs offer intraday trading liquidity and typically have lower expense ratios than many mutual funds. They provide daily holdings transparency and low barriers to entry with many brokers offering commission-free trading, making them accessible to investors at all wealth levels. ETFs support both long-term strategic allocations and tactical positioning across market segments, sectors, and regions.
SMAs deliver institutional-quality management with direct security ownership, enabling powerful tax strategies like systematic tax-loss harvesting and the ability to donate appreciated securities for charitable deductions. They offer complete customization—you can exclude specific holdings, align investments with personal values through ESG criteria, and adjust portfolio characteristics to reflect your unique preferences. For investors meeting $100,000-$250,000 minimums, SMAs provide the pinnacle of personalized wealth management with complete transparency and direct communication with portfolio managers.