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Franklin Templeton Investments Strategies

Designed for Outcomes & Changing Markets


More Than 70 Years of Multi-Asset Investing experience led by Edward Perks, CIO and Portfolio Manager of Franklin Income Fund since 2002.


At Franklin Templeton, everything we do has a single focus: to deliver better client outcomes. We believe that a diversified portfolio -- across asset classes, styles, sectors, and regions -- may offer investors the best opportunity for risk-adjusted returns over the long term. Our multi-asset Investment Strategy and Research Committee brings the best thinking of Franklin Templeton's investment teams together in a central forum for discussion and debate. Through a disciplined discussion cycle, the team aims to identify key risks and opportunities for relative value, expressing them in Franklin Templeton Outcome Model Portfolios -- all in one solutions for a variety of investment outcomes.

Learn More About Franklin Templeton Model Portfolios


Growth Model Portfolios

Conservative Growth - A multi-asset model of Franklin Templeton mutual funds and ETFs designed for investors seeking the highest level of long-term total return that is consistent with a desire for lower portfolio volatility.

Moderate Growth - A multi-asset model of Franklin Templeton mutual funds and ETFs designed for investors seeking the highest level of long-term total return that is consistent with the ability to accept a moderate level of portfolio volatility.

Growth - A multi-asset model of Franklin Templeton mutual funds and ETFs designed for investors seeking the highest level of long-term total return that is consistent with the ability to accept high portfolio volatility.

Equity Growth - A multi-asset model of Franklin Templeton mutual funds and ETFs designed for investors seeking the highest level of long-term total return that is consistent with the ability to accept higher portfolio volatility.

Growth & Income Model Portfolios

Growth & Enhanced Income - A multi-asset model of Franklin Templeton mutual funds and ETFs designed for investors seeking a mix of a high level of income and capital appreciation.

Growth & Income - A multi-asset model of Franklin Templeton mutual funds and ETFs designed for investors seeking both capital appreciation and current income.

Tax-Advantaged Growth & Income - A multi-asset model of Franklin Templeton mutual funds and ETFs designed for investors seeking both capital appreciation and predominately tax-exempt income.

Income Model Portfolios

Income – A multi-asset model of Franklin Templeton mutual funds and ETFs designed for investors seeking to generate a relatively steady and level of high current income.

Tax-Advantaged Income - A multi-asset model of Franklin Templeton mutual funds and ETFs designed for investors seeking to generate a relatively steady and high level of predominately tax-exempt income.

Stability Model Portfolios

Stability - A multi-asset model of Franklin Templeton mutual funds and ETFs designed for investors seeking capital preservation via a portfolio of predominantly fixed income strategies.

Tax-Advantaged Stability – A multi-asset model of Franklin Templeton mutual funds and ETFs designed for investors seeking capital preservation via a portfolio of predominantly tax-exempt fixed income strategies.

Rising Rate Defense - A multi-asset model of Franklin Templeton mutual funds and ETFs designed for investors seeking capital preservation and some long-term growth while potentially minimizing interest rate risk.

See Franklin Templeton Strategies Modeled in Riskalyze

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