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Canada
Quotential Overview
You can’t predict what will happen next in the markets but you can be prepared. The program uses advanced strategies within each of its target-risk portfolios to seize opportunities in a carefully calibrated risk framework.
TARGET-RISK MULTI-ASSET SOLUTIONS
Article: THE ALPHA BETA OF CORE-SATELLITE INVESTING
5 Targeted Multi-Asset Solutions
From a global income-oriented solution to a global equity solution, there is a Franklin Quotential Portfolio to meet a wide range of investor goals and risk tolerances.
Portfolios at a Glance
Tax-Efficient Cash Flow*
Most Quotential Portfolios are available in a “Return of Capital” series that allows the investor to select a regular cash flow up to a maximum 5-8% (annually).
Franklin Quotential Diversified Income Portfolio is a popular choice for this feature as it has historically combined a reliable income stream with ongoing capital appreciation and deferred capital gains.
Flexible Tax-Efficient Income
Talk to your advisor today about a customized income proposal featuring one of our Franklin Quotential Portfolios.
*Tax Efficient Cash Flow: Series T (FT, V, PFT) distributions are return of capital (ROC). When an investor’s Adjusted Cost Base reaches zero and continued ROC distributions are received, taxes on capital gains are incurred. Maximum target annual distribution rate on these series varies between 5-8% for the individual fund or portfolio. Investors may choose their desired ROC cash payout rate, the remainder will be reinvested.
A Tax-Efficient Income Solution
Manager Insights
Update on Global Markets and FTMAS Canada Strategies (August 31, 2020)
Knowledge Centre
Learn more about how the Franklin Quotential portfolios are managed.
Portfolio Risk and Return Objectives (2:28)
Approach to Managing Currency (4:45)
Key Materials
Important Legal Information
Distributions are not guaranteed and the proportion of income and return of capital will fluctuate depending on Fund returns. Unlike fixed-income securities, there is no obligation to distribute any fixed amount, and reductions in, or suspensions of, distributions may occur that would reduce yield. Distributions are not an indication of performance, rate of return, or yield. Mutual fund distributions are not guaranteed and are set and may change at the discretion of Franklin Templeton Investments Canada.
