BasisRoute my position

Franklin Templeton (Canvas)

Canvas Custom Indexing

Open

Claim this listingManager's website
Assets
$30.3B
Fee a year
Not disclosed
Minimum
Not disclosed
Tracking error
Not disclosed
Investors
Not disclosed
Open to
Anyone
Lock-up
None
Holdings
Not disclosed
Benchmark
Not disclosed
Custodians
Not disclosed
Access
Through an advisor, on advisor platforms
Launched
Not disclosed
Assets, in detail
As of 2026-06. Canvas AUM $30.3B with $3.7B of net inflows in the quarter (2026-06-30), Franklin Q3 FY2026 investor presentation. The figure covers all Canvas custom portfolios, including tax-managed long/short and options strategies on Canvas.
Fee schedule
Not published. Set by program and platform.
Tracking error, method
Not disclosed.

Assets over time

$0$10B$20B$30B$40B2025-062026-062025-06: $13.8B. Canvas AUM (Franklin press release)2025-12: $18B. Canvas AUM (Franklin Q1 FY2026 release)2026-03: $22.9B. Canvas AUM (Franklin Q2 FY2026 call)2026-06: $30.3B. Canvas AUM (Franklin Q3 FY2026 presentation)$30.3B

Sources

Checked 2026-10. Confidence: high.

Where to get it

The same product costs a different amount through each door. The all-in fee adds the access provider's own fee to the product fee. Placement fees, financing, and fund expenses are extra.

ThroughTheir feeAll-in feeMinimumOnboarding and queueStatus
UBS Wealth Management (US)WirehouseNot disclosedNot disclosedNot disclosedNot disclosedUnknown
EnvestnetAdvisor platform (TAMP)Not disclosedNot disclosedNot disclosedNot disclosedOpen

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