International equities represent around half of global markets, giving Canadian investors access to a more diversified set of growth opportunities that exist beyond Canada and the US.
Concentrating in Canada and the US limits exposure to key long-term growth drivers such as emerging market development, international demographic trends, and globally driven innovations.
[1] Sources: Bloomberg and International Monetary Fun (IMF). Canadian equity allocations are estimated using Bloomberg market capitalization data (WCAUWRLD) and IMF datasets. Domestic exposure is calculated as Canadian market cap minus foreign ownership (IMF IIP liabilities), while foreign exposure reflects Canadian holdings of foreign equities and U.S. allocation based on IMF Portfolio Investment Positions (PIP). Based on USD as of June 30, 2025. Figures are approximate due to differences in market-cap and balance-of-payments frameworks, as well as reporting and classification limitations in cross-border data."
The Fund takes a focused approach to investing, seeking opportunities where market pricing may not fully reflect long-term growth potential.
This is supported by fundamental, bottom-up research to identify businesses with attractive growth characteristics and strong management teams.
The portfolio provides balanced exposure across three complementary drivers of growth:
The Fund is managed by a collaborative team of portfolio managers with extensive experience in international equities and a disciplined, research-driven process.
The four co-managers of the Fund have an average investment experience of 32 years.
In a series of videos Pawel Wroblewski discusses the benefits of investing internationally, providing examples of opportunities at a country and stock level within the portfolio.
Mutual Fund
Separately Managed Account (SMA)
Franklin Templeton can help you unlock a wider world of equity opportunities across a full range of active, passive, and factor-based strategies.
The Fund is managed by ClearBridge Investments, a global equity manager within Franklin Templeton specializing in actively managed equity strategies, with the investment team based in the U.S. The Fund’s four portfolio managers have an average of 32 years of investment experience.
Managing Director, Portfolio Manager, Head of Global Growth
Managing Director, Portfolio Manager
Managing Director, Portfolio Manager
Portfolio Manager
