Invest at home with a proven team and well-diversified portfolio. The fund offers access to the broad spectrum of growth potential presented by Canadian companies—all while providing a true complement to a portfolio of global holdings.
Why Choose Franklin Clearbridge Canadian Equity Fund
Focusing exclusively on Canadian equities
Investing with a distinctive, profit-driven style
For more than 40 years, our focus has been on selecting companies with strong, consistent earnings, growing cash flow and a history of financial strength. We favor stocks selling at an attractive price relative to the company’s fair market value.
A team dedicated to Canadian equity markets
Access the expertise of 11 investment professionals based in Calgary, Alberta and fully dedicated to the Canadian market with Franklin Clearbridge Canadian Equity Fund. Our team approach yields a broad range of investment ideas that drive results and set the fund apart from its peers.
Strong Performance Over Multiple Time Periods
ClearBridge Canadian Equity Team’s investment process has withstood the test of time. Over multiple time periods and through varied economic conditions, Franklin ClearBridge Canadian Equity Fund has posted an impressive track record of performance for its investors.
Growth of $10,000 Investment1
Franklin Clearbridge Canadian Equity Fund–Series F
March 1, 1983 - September 30, 2025
Source: Morningstar Research Inc.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus or fund facts document before investing. The indicated rates of return are historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
The Power of Downside Management
Throughout a full market cycle, strong returns, and ultimately risk-adjusted returns, can be achieved in various ways, but generally they require a combination of both offence and defence. In bull markets, investor attention is usually focused on the thrill of the ride, with risk considerations largely playing second fiddle; however, downside risk management can be just as, if not more, important through a cycle. Ultimately, the compounding of returns over time is heavily influenced by how resilient a portfolio of equities is during periods of crisis, in conjunction with its upside capture.
Downturns of 10% or more in S&P/TSX Composite Index and the performance of Franklin Clearbridge Canadian Equity Fund - Series F during that period2
1983 – 2025
Since the inception of the Franklin Clearbridge Canadian Equity Fund, there have been 20 downturn performance periods of 10% or greater for the S&P/TSX Composite Index. During those periods, Franklin Clearbridge Canadian Equity outperformed the Index 19 of those periods.
It’s crucial to remember that excess returns on the way down are worth more than excess returns on the way up. In other words, negative and positive percentage changes are asymmetrical. For example, a decline of 50% followed by a gain of 50%, leaves an investor much worse off than where they started (a net 25% decline to be exact). A 50% decline requires a full 100% gain to regain lost ground. By extension, for an active manager a percentage point (or 100 basis points “bps”) of excess return in a down market is worth considerably more than a percentage point of excess return in an up market.
Philosophy and Process
At Franklin Clearbridge, our investment style emphasizes full-cycle fundamentals and valuations over fleeting fads or cyclical swings, with visibility to future secular growth and profitability critical elements to our approach.3
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A Distinctive Approach to GARP |
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Identify Quality Businesses |
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Assess Valuation |
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Determine Portfolio Suitability |
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Engagement & Stewardship |
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Investable Universe
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Portfolio
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