Franklin Quotential Balanced Income Portfolio

Investment Objective and Strategy

A balance of current income and long-term capital appreciation by investing in a diversified mix of equity and income mutual funds, with a bias towards income.

A Conservative, Balanced Strategy for Global Investing
Our Portfolio Managers actively adjust portfolio allocations targeting a 60%/40% balance between fixed income and equities while aiming to capitalize on short-term opportunities in shifting market and interest-rate environments.

Diversified Across Global Income Sources
Investors gain access to an actively-managed portfolio, diversified across multiple countries and industry sectors. This diversified approach provides broad global exposures, potentially helping to lower risk and provide a more consistent investing experience over time.

FUND MANAGERS

Stephen Lingard

  • Toronto, Canada
  • Years with firm: 11
  • Years of experience: 24

Michael Greenberg

  • Toronto, Canada
  • Years with firm: 12
  • Years of experience: 15