Franklin Quotential Fixed Income Portfolio

Investment Objective and Strategy

The Fund seeks to provide investors with a diversified fixed income portfolio designed to provide income and some long-term capital appreciation.

As of February 1, 2017, all U.S.-dollar denominated series, with the exception of Series T-USD, are closed to new investors.

This portfolio employs a tactical asset allocation strategy across multiple fixed income sectors and regions — such as government, corporate and high yield bonds — both domestically and abroad. It invests primarily in mutual funds and ETFs thereby gaining exposure to multiple fixed income sectors within Canadian and foreign fixed-income investments. Active adjustments to allocations and currency exposures aim to capitalize on short-term opportunities and manage risk in shifting environments.

FUND MANAGERS

Ian M. Riach

  • Toronto, Canada
  • Years with firm: 19
  • Years of experience: 33

Michael Greenberg

  • Toronto, Canada
  • Years with firm: 13
  • Years of experience: 16