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Why Franklin Templeton

For over 50-years we’ve been forging our fixed income legacy. 

Built on extensive global depth and fuelled by our culture of innovation, we have an intimate understanding of today’s complex fixed income markets and we know how to navigate them with success. Backed by a strong track record, innovative thinking, and a deep roster of leading fixed income specialists, we’re confident in our ability to add value to your portfolio.

Strategies to Address Investor Needs

We work with our clients to provide a comprehensive range of investment strategies and meet a diverse range of needs. Spanning core, core plus, credit, unconstrained, emerging markets, municipals and specialty, our fixed income strategies are managed by our specialist investment managers located around the globe.

Grounded in Active Management

We believe active management can help generate attractive returns and reduce volatility over the long-term. Robust research guides our investment decisions to help deliver outcomes that meet client needs.

Global Expertise

Each of our specialist managers follow a well-defined investment process that is rooted in fundamental research, discipline, rigor and experience gained over decades of successfully navigating global markets and varying market environments.

 

Our Investment Strategies

With Franklin Templeton you can tap into a variety of fixed income opportunities managed by experienced investment teams. Benefit from the local market expertise and deep resources of our specialist investment managers. Whether your goals are income, diversification or total returns, our range of fixed income strategies can play a role as part of a diversified portfolio.

Explore Our Featured Strategies

See our entire fixed income range

Solution:

  • Diversification
  • Capital Preservation
  • Income

Role:

  • Multi-Sector
  • Core/Core Plus
  • Credit
  • Unconstrained
  • Emerging Markets
  • Sector

Geography:

  • Global
  • Emerging Markets
  • Developed Markets
  • Single Country

Franklin Canadian Core Plus Bond Fund

The fund seeks a high current income and some long-term capital appreciation by investing primarily in Canadian federal and provincial government and corporate bonds, debentures and short-term notes. The fund maintains an overweighted position in high-quality corporate and provincial issues, and an underweighted position in Canadian federal bonds. The fund may invest in foreign securities.

Franklin Canadian Short Term Bond Fund

The fund seeks a high current income and preservation of capital by investing primarily in Canadian fixed-income securities including Canadian federal and provincial government bonds, corporate bonds, debentures and short-term notes. The fund may also invest in securities backed by mortgages or other financial assets, and dividend-paying shares of Canadian companies. The fund may invest in foreign fixed-income securities. The average weighted term-to-maturity of the fund’s investments is five years or less.

Franklin Canadian Ultra Short Bond Fund

Seeks to provide income and prioritizes preservation of capital by investing primarily in high-quality Canadian debt securities.

Franklin Brandywine Global Sustainable Income Optimiser Fund

The fund seeks high income and capital preservation by investing primarily in debt instruments of sustainable issuers anywhere in the world.

FAQs: Fixed Income Investments

Fixed income investments typically include bonds and other debt securities issued by governments and corporations. These investments generally seek to pay income on a fixed schedule, though the payment amount is not guaranteed and may vary. Canadian investors can access fixed income investments through mutual funds, exchange-traded funds (ETFs), and separately managed accounts (SMAs), making them suitable for various portfolio needs with potential for income generation, broader portfolio diversification and to help with risk mitigation.

We offer a variety of fixed income solutions for Canadian investors, including government bonds, corporate credit, multi-sector strategies, securitized products, bank loans, and currency-focused investments across the duration spectrum. These investments are available through mutual funds, ETFs, and separately managed accounts (SMAs), with each type having its own characteristics and level of risk, allowing investors to choose solutions that align with their investment goals and risk tolerance.

Franklin Templeton provides access to fixed income investments through three main investment vehicles: mutual funds, exchange-traded funds (ETFs), and separately managed accounts (SMAs). Each vehicle offers distinct benefits, allowing Canadian investors to choose the structure that best fits their investment needs, account size, and preferences for customization and tax management.

Fixed income investments can provide potential income generation, broader portfolio diversification and to help with risk mitigation for Canadian investors. They offer diversification across different sectors, geographies, and credit risks, helping to balance portfolio volatility and potentially provide more stable returns over time.

All investments involve risks, including the possible loss of principal. Fixed income securities involve interest rate risk, credit risk, inflation risk, and reinvestment risk. As interest rates rise, the value of fixed income securities generally falls, which can lead to declines in portfolio values.

Fixed income investments may be suitable for Canadian investors seeking income generation, broader portfolio diversification and to help with risk mitigation. They can be a valuable component of a diversified portfolio, especially for those looking to balance what can be the higher risks associated with equity investments for those nearing retirement.

Fixed income investments generally refer to securities where the borrower or issuer is obligated to make fixed payments on a fixed schedule, including bonds, preferred securities, treasury bills, and certificates of deposit. Bond funds, in comparison, are investment vehicles that hold a portfolio of individual bonds and typically make periodic distributions based on the interest generated by the underlying securities.

We believe global fixed income markets are inefficient and seek to exploit these inefficiencies through a sector-by-sector research-oriented approach. For Canadian investors, we integrate top-down macro analysis, bottom-up sector analysis, and quantitative insights to guide strategy allocations, taking a long-term view that considers both domestic and global opportunities.