Franklin Templeton Canada Announces Fee Reductions for Certain Funds
TORONTO, May 15, 2025 /CNW/ – Franklin Templeton Canada today announced fee reductions of up to 70 basis points across multiple series of mutual funds, reflecting its ongoing commitment to offering competitive fees and enhancing value for investors.
Effective June 1, 2025, the management fee and/or administration fee of the fund series detailed in the table below will be reduced, which will result in a lower combined fee for those fund series.
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NEW FEES |
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Fund Name |
Series |
Mgmt. |
Admin. |
Combined |
Fee |
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|
Franklin Royce Global Small Cap Premier Fund |
A |
1.90 |
0.15 |
2.05 |
-0.10 |
|||
|
F |
0.90 |
0.15 |
1.05 |
-0.10 |
||||
|
Templeton Global Bond Fund |
A/A- |
1.20 |
0.10 |
1.30 |
-0.17 |
|||
|
F/F- |
0.70 |
0.10 |
0.80 |
-0.17 |
||||
|
Franklin Canadian Core Equity Fund |
O1,2,3 |
– |
– |
0.35 |
-0.35 |
|||
|
Franklin Emerging Markets Core Equity Fund |
O1,2,3 |
– |
– |
0.45 |
-0.70 |
|||
|
Franklin International Core Equity Fund |
O1,2,3 |
– |
– |
0.35 |
-0.60 |
|||
|
Franklin Sustainable Canadian Core Equity Fund |
O1,2,3 |
– |
– |
0.35 |
-0.35 |
|||
|
Franklin Sustainable International Core Equity Fund |
O1,2,3 |
– |
– |
0.35 |
-0.60 |
|||
|
Franklin Sustainable U.S. Core Equity Fund |
O1,2,3 |
– |
– |
0.35 |
-0.55 |
|||
|
Franklin U.S. Core Equity Fund |
O1,2,3 |
– |
– |
0.35 |
-0.55 |
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1. Applies to the first C$2.5 million invested in the fund. |
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2. Applies to the next C$2.5 million invested in the fund. |
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3. Applies to any amount in excess of C$5 million invested in the fund. |
About Franklin Templeton
Franklin Resources, Inc. (NYSE: BEN) is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. In Canada, the company’s subsidiary is Franklin Templeton Investments Corp., which operates as Franklin Templeton Canada. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions. With more than 1,500 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and US$1.54 trillion in assets under management as of April 30, 2025. For more information, please visit franklintempleton.ca and connect with Franklin Templeton on LinkedIn, X and Facebook.
Commissions, trailing commissions, management fees, brokerage fees and expenses all may be associated with investments in mutual funds. Investors should carefully consider the investment objectives and strategies, risks, fees and expenses of mutual funds before investing. The simplified prospectus and fund facts document contains this and other information, so please read these documents carefully before investing. These investments are not guaranteed, their values change frequently and past performance may not be repeated.
This announcement does not constitute an offer to sell or the solicitation of an offer to buy any securities. Diversification does not assure a profit or protect against market loss. All investments involve risk, including loss of principal, and there is no guarantee that investment objectives will be met. Past performance is not a guarantee of future results.