FLBA

Franklin Liberty Core Balanced ETF

Fund Details

Investment Objective and Strategy

Seeks to provide long-term capital growth and some income by investing primarily in a balanced allocation of North American equity and fixed income securities. The equity-to-fixed-income allocation may change slightly based on changes in market valuation or the portfolio managers' views on market conditions.

Why Consider this ETF

  • Core portfolio holding offering direct access to North American equity and fixed income securities.
  • Access to broad market opportunities.
  • Seeks lower volatility than the general market.

Eligibility RRSP, RRIF, RESP, TFSA, DPSP, RDSP

MANAGEMENT

Tim Caulfield, CFA®

  • Calgary, AB Canada
  • Years with firm: 12
  • Years of experience: 19

Izabel Flis, CFA®

  • Calgary, AB Canada
  • Years with firm: 18
  • Years of experience: 18

Adrienne Young, CFA®

  • Calgary, AB Canada
  • Years with firm: 5
  • Years of experience: 24

Brian A. Calder

  • Calgary, AB Canada
  • Years with firm: 17
  • Years of experience: 20