Investor suitability

For those who:

  • want a well diversified balanced holding
  • are investing for the medium and/or long term
  • can tolerate low to moderate risk

Fund overview

The Fund invests in the Franklin Quotential Balanced Income Portfolio. The underlying fund invests mostly in shares and bonds of firms from around the world.

Fund facts (2021-09-30)

Asset class

Global Balanced

Income distribution


Minimum investment

$500 initial / $50 additional

Growth of $10,000