FRANKLIN TEMPLETON INVESTMENTS CORP. INTRODUCES FOUR... -
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Published on: 12/15/2001
Last Visited: 9/11/2002
"The Quotential Program's four distinct portfolios each share one underlying principle: diversity," said Bill Dickie, President, Franklin Templeton Investments Private Client Group."Each portfolio is diversified across investment styles, asset classes, geographical regions and markets.However, instead of facing the prospect of tracking individual performance, prices, dates, and statements for each underlying fund, the Quotential Program bundles it all together for investors as one entity with one price, providing a simple solution to investing and managing a highly diversified portfolio."
Each portfolio is designed to address differing levels of risk tolerance, time horizons and investment needs."The portfolios' four different goals are: capital preservation with a focus on income; capital preservation combined with long-term appreciation; longer-term growth; and long-term growth to maximize appreciation," added Dickie.
Unique offering
The Quotential Program is the only wrap program available in Canada with portfolios that provide a tax-efficient withdrawal plan.
"The Balanced Income and Balanced Growth portfolios are available in Series T, which offer a monthly distribution based on return of capital.This is the ideal investment for investors who, outside of their RSP plans, are looking to supplement their monthly cash flow without triggering an immediate tax event and still remain invested in a highly diversified portfolio," said Dickie.
Benefits of private client management
Investors in the Quotential Program will also benefit from the work of Franklin Templeton Investments Private Client Group."The Private Client Group brings more than 20 years experience providing portfolio management and advisory services to affluent Canadian investors.This same expertise is working to build and manage the Quotential portfolios," concluded Dickie.
The Quotential Program is available at a minimum investment of $25,000 per portfolio.
Franklin Templeton Investments is a wholly owned subsidiary of Franklin Resources, Inc., a global investment organization operating as Franklin Templeton Investments.Through its subsidiaries, Franklin Templeton Investments provides global and domestic investment advisory services to the Franklin, Templeton, Bissett and Mutual Series funds and institutional accounts.The San Mateo, CA, U.S.-based company has over 50 years of investment experience and C$408 billion in assets under management as of July 31st, 2002.In Canada, Franklin Templeton Investments Corp. has more than 650 employees providing services to more than 1.8 million unitholder accounts and more than 200 pension funds, foundations and other institutional investors.
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