Franklin Quotential Growth Portfolio

Investment Objective and Strategy

Long-term capital appreciation by investing primarily in a diversified mix of equity mutual funds, with additional stability derived from investing in income mutual funds.

Actively Managed for Long-Term Growth
Portfolio Managers target a long-term, strategic asset allocation of 80% equity/20% fixed-income, providing a foundation for a moderately aggressive risk/return profile. Managers actively shift allocations to position the portfolio for short-term opportunities as economic and market conditions change.

Diversified for Greater Opportunities
Combining global investments allows investors to participate in emerging growth and income opportunities worldwide and potentially helps lower risk over time.

Carefully Constructed with Risk in Mind
Within an equity mandate, the Portfolio Managers balance opportunities between management styles, regions, market caps and income quality to take advantage of economic and market cycles.

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