You can’t predict what will happen next in the markets but you can be prepared. The program uses advanced strategies within each of its target-risk portfolios to seize opportunities in a carefully calibrated risk framework.
Global Approach. Canadian Perspective.
Centred in Canada, the investment team includes 80+ professionals located in 9 countries
Access to over 180 investment strategies in a single portfolio
6 Targeted Multi-Asset Solutions
To suit a wide range of investor goals and risk tolerances
Tax-Efficient Cash Flow*
For investors who rely on regular cash flow from their investments
Franklin Quotential’s multi-asset portfolios can help investors address complex risk-management and investment challenges by combining critical disciplines of investment management into a single portfolio.
Strategic Asset Allocation
Based on forward-looking capital market expectations
Manager & Strategy Research
Strategy selection among hundreds of opportunities
Tactical Asset Allocation
Nimble short-term tilts that capitalize on opportunities or manage risks
Risk Centric Framework
Measure, monitor and manage risk exposures
Franklin Quotential's multi-asset portfolios provide investors with an institutional level of diversification by asset class, investment style and geography with little duplication at the security level.
Managed in Canada, the investment team includes more than 80 professionals from around the globe who collaborate in a disciplined investment process to deliver on each portfolio’s mandate.
From a global income-oriented solution to a global equity solution, there is a Franklin Quotential Portfolio to meet a wide range of investor goals and risk tolerances.
Most Quotential Portfolios are available in a “Return of Capital” series that allows the investor to select a regular cash flow up to a maximum 5-8% (annually).
Franklin Quotential Diversified Income Portfolio is a popular choice for this feature as it has historically combined a reliable income stream with ongoing capital appreciation and deferred capital gains.
Flexible Tax-Efficient Income
Talk to your advisor today about a customized income proposal featuring one of our Franklin Quotential Portfolios.
*Tax Efficient Cash Flow: Series T (FT, V, PFT) distributions are return of capital (ROC). When an investor’s Adjusted Cost Base reaches zero and continued ROC distributions are received, taxes on capital gains are incurred. Maximum target annual distribution rate on these series varies between 5-8% for the individual fund or portfolio. Investors may choose their desired ROC cash payout rate, the remainder will be reinvested.
Learn more about how the Franklin Quotential portfolios are managed.
Important Legal Information
Distributions are not guaranteed and the proportion of income and return of capital will fluctuate depending on Fund returns. Unlike fixed-income securities, there is no obligation to distribute any fixed amount, and reductions in, or suspensions of, distributions may occur that would reduce yield. Distributions are not an indication of performance, rate of return, or yield. Mutual fund distributions are not guaranteed and are set and may change at the discretion of Franklin Templeton Investments Canada.