Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.62% -0.11% 2.001B --
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
3.58% 57.85% -24.16M Upgrade

Basic Info

Investment Strategy
The fund seeks 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.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style Medium Quality/Extensive Sensitivity
Broad Asset Class --
Broad Category Fixed Income
Category Name Canadian Fixed Income
Category Index Morningstar Can Core Bd GR CAD
Global Category Name Canada Fixed Income
YCharts Categorization Canada Bond
YCharts Benchmark Bloomberg Global Aggregate CAD (^BBGATRCAD)
Prospectus Objective --
Fund Owner Firm Name Franklin Templeton Investments Corp
Prospectus Benchmark Index
FTSE Canada Universe Bond 100.0%
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%
Manager Tenure
Thomas O'Gorman 37.78 yrs
Darcy Briggs 8.93 yrs
Adrienne Young 1.75 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
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Total Return (NAV)
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--
--
--
--
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Category Rtn. (NAV)
--
--
--
--
--
--
--
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% Rank in Cat (NAV)
--
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As of May 14, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
7.75%
-0.40%
-12.42%
7.18%
-1.61%
2.60%
1.06%
7.43%
5.33%
-1.39%
-11.53%
6.33%
-0.86%
--
1.42%
6.55%
10.73%
-2.34%
-11.07%
6.68%
-1.66%
--
--
7.32%
6.90%
-2.12%
-11.57%
7.16%
-2.27%
--
--
--
--
--
--
6.07%
-1.93%
--
0.55%
9.39%
7.31%
-3.40%
-8.53%
1.50%
0.37%
As of May 14, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash 2.12% Upgrade Upgrade
Stock 0.16% Upgrade Upgrade
Bond 94.21% Upgrade Upgrade
Convertible 1.31% Upgrade Upgrade
Preferred 2.20% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The fund seeks 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.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style Medium Quality/Extensive Sensitivity
Broad Asset Class --
Broad Category Fixed Income
Category Name Canadian Fixed Income
Category Index Morningstar Can Core Bd GR CAD
Global Category Name Canada Fixed Income
YCharts Categorization Canada Bond
YCharts Benchmark Bloomberg Global Aggregate CAD (^BBGATRCAD)
Prospectus Objective --
Fund Owner Firm Name Franklin Templeton Investments Corp
Prospectus Benchmark Index
FTSE Canada Universe Bond 100.0%
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%
Manager Tenure
Thomas O'Gorman 37.78 yrs
Darcy Briggs 8.93 yrs
Adrienne Young 1.75 yrs

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