Model Portfolios for a range of outcomes

Let's work together to help your client achieve their goals.

Seeks to defend invested net asset value while generating modest return

Seeks to produce a steady stream of current income

Seeks to achieve total return combining capital appreciation and current income

Seeks to achieve total return via capital appreciation


Step 2: Select Portfolio

Stability Model Portfolio

Asset Allocation

Asset Mix

Asset Allocation Range

0 - 20% Equity

80 - 100% Fixed Income

Tax-Advantaged Stability Model Portfolio

Asset Allocation

Asset Mix

Asset Allocation Range

0 - 20% Equity

80 - 100% Fixed Income

Rising Rate Defense Model Portfolio

Asset Allocation

Asset Mix

Asset Allocation Range

30 - 50% Equity

50 - 70% Fixed Income

Income Model Portfolio

Asset Allocation

Asset Mix

Weighted Annualized Yield: 4.57% Yield

Tax-Advantaged Income Model Portfolio

Asset Allocation

Asset Mix

Weighted Annualized Yield: 3.8% Yield

Growth & Enhanced Income Model Portfolio

Asset Allocation

Asset Mix

Weighted Annualized Yield: 4.11% Yield

Growth & Income Model Portfolio

Asset Allocation

Asset Mix

Weighted Annualized Yield: 3.5% Yield

Tax-Advantaged Growth & Income Model Portfolio

Asset Allocation

Asset Mix

Weighted Annualized Yield: 2.5% Yield

Conservative Growth Model Portfolio

Asset Allocation

Asset Mix

Asset Allocation Range

30 - 50% Equity

50 - 70% Fixed Income

Moderate Growth Model Portfolio

Asset Allocation

Asset Mix

Asset Allocation Range

50 - 70% Equity

30 - 50% Fixed Income

Growth Model Portfolio

Asset Allocation

Asset Mix

Asset Allocation Range

70 - 90% Equity

10 - 30% Fixed Income

Equity Growth Model Portfolio

Asset Allocation

Asset Mix

Asset Allocation Range

70 - 90% Equity

10 - 30% Fixed Income

Why Franklin Templeton

The Franklin Templeton Multi-Asset Solutions team specializes in strategic asset allocation and dynamic positioning, fundamental and quantitative research, as well as active implementation and integrated risk management.

We continually monitor the models, providing ongoing insights, performance and risk analytics… think of it as a team of experts in your corner.

Dynamic
Portfolios dynamically adjusted to respond to changing markets.

Cost Effective
Cost-effective mix of active funds and ETFs.

Tested
Stress-tested under multiple scenarios and across market regimes.

Portfolios powered by Franklin Templeton’s best thinking…

Building on the 70+ year legacy of the Franklin Income Fund, Franklin Templeton Multi-Asset Solutions translates investor goals into portfolios powered by Franklin Templeton’s best thinking around the globe.

60+

Investment
Professionals

$115

Billion AUM

As of 9/30/19

Find out more about Franklin Templeton Multi-Asset Solutions

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2019 Capital Market Expectations

Supportive environment for asset returns.

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Allocation Views

Real assets could be the alternative.

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Our Market Views Today

A global update from Franklin Templeton Multi-Asset Solutions (08/2019)

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Download the Brochure

Model Portfolios: Designed for Outcomes and Changing Markets

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Next Steps

Contact a Consultant

To learn more about the Franklin Templeton Model Portfolios or explore any of our other portfolio tools and services, please reach out to us at (800) DIAL-BEN / 342-5236