Franklin Quotential Diversified Equity Portfolio

Investment Objective and Strategy

Long-term capital appreciation by investing primarily in a diversified mix of equity mutual funds.

Actively Managed for Long-Term Growth
Portfolio Managers focus on a long-term, strategic asset allocation of 100% equity, providing a foundation for a moderately aggressive risk/return profile.

Capitalize on Short-Term Opportunities
The portfolio capitalizes on opportunities in two ways; 1) Shifting the allocation towards more attractive asset classes based on the market environment and 2) Adjusting the combination of regions, market caps, styles, and sectors appropriate for the current economic and market conditions.

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