Franklin ActiveQuant U.S. Corporate Class

Investment Objective and Strategy

The fund aims to grow investors' capital over the long term by investing substantially all of its assets in units of Franklin ActiveQuant U.S. Fund (the "underlying fund"). The underlying fund invests primarily in a diversified portfolio of U.S. securities, utilizing a quantitative model selection process.

Quantitative approach to stock selection. Ideal for investors seeking exposure to a unique quantitative approach to investing in U.S. equities that limits selection to 40 securities and maintains a neutral weighting of approximately 2.5% in any one security, reset every mid-month. The quantitative model screens selections based on historical and projected financial data and without manager or style bias.

FUND MANAGERS

Garey J. Aitken

  • Calgary, AB Canada
  • Years with firm: 21
  • Years of experience: 27

Jason Hornett

  • Calgary, AB Canada
  • Years with firm: 21
  • Years of experience: 23

Izabel Flis

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