BESTFIT™ Questionnaire
To start, please select one of the following options
Start the Questionnaire
Select this option to determine which Franklin Quotential Portfolio is best suited to your tolerance for investment risk and your investment timeline.
Generate a Personalized Report
Select this option to skip the questionnaire and create a personalized Investment Policy Statement for any Franklin Quotential Portfolio.
When do you expect to start drawing an income from this investment (i.e., stop saving and start spending)?
What is your approximate annual household income?
Today, what proportion of your household income should come from savings and investments?
Assuming normal market conditions, what would you expect from this investment over time?
How much of a decline in your assets could you tolerate in any given year?
If your investments lost money, how long would you be willing to wait to recover?
Where would you prefer to invest the majority of your money?