BasisRoute my position

Franklin Templeton (Canvas)

Canvas Tax Aware Long Short

OpenAdvisor-only on the Canvas platform.

Claim this listingManager's website
Assets
Not disclosed
Fee a year
Not disclosed
Minimum
Not disclosed
Tracking error
Not disclosed
Investors
Not disclosed
Open to
Not disclosed
Leverage
130/30
Lock-up
None (SMA)
Holdings
Not disclosed
Benchmark
Not disclosed
Custodians
Not disclosed
Access
Through an advisor, on advisor platforms
Launched
2025
Assets, in detail
Not broken out. Canvas platform AUM (all custom portfolio products, mostly long-only) was $30.3B at 2026-06-30, with $3.7B of net inflows in that quarter (Franklin Q3 FY2026 presentation). Cerulli: Franklin Templeton is one of five managers (with Nuveen, Invesco, Morgan Stanley, and Natixis) that together had about $4B in retail long/short SMAs (Q1 2026).
Fee schedule
Not published.
Other costs
Financing costs are extra.
Tracking error, method
Not disclosed.

Franklin Templeton (Canvas), all products

  • 2025-12$18BCanvas platform AUM, all products (provider-level)
  • 2026-03$22.9BCanvas platform AUM, all products (provider-level)
  • 2026-06$30.3BCanvas platform AUM, all products (provider-level)

Sources

Checked 2026-10. Confidence: low.

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
Charles Schwab (RIA custody)CustodianNot disclosedNot disclosed$10MNot disclosedRestricted

Other tax-aware long/short