Franklin Quotential Diversified Income Portfolio

Investment Objective and Stragtegy

High current income and some long-term capital appreciation by investing primarily in a diversified mix of income and bond mutual funds.

Consistently Managed For Income
The target allocation of 80% fixed income and 20% equity provides a conservative risk/return profile designed for income. Active adjustments to allocations aim to capitalize on short-term opportunities and manage risk in shifting market and interest rate environments. Our investment management approach promotes investment longevity allowing investors to receive cash flow each month through the Series T option† or a Systematic Withdrawal Plan without significantly eroding the initial investment.

Carefully constructed for Less Risk
Our portfolios are built with an eye on risk. Investing across government, corporate and high yield bonds, as well as dividend paying stocks from around the world may help reduce portfolio risk.

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