Franklin Quotential Balanced Growth 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 capital appreciation.

Actively Managed for Growth and Income
Maintaining a moderate risk/return profile by targeting a portfolio allocation of 60% equity and 40% fixed income, Portfolio Managers actively shift allocations to position the portfolio for short-term opportunities as economic and market conditions change.

Globally 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. The result is an actively managed portfolio, diversified across multiple countries and multiple industry sectors.

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