Franklin Core ETF Ptf ETF (CBL.TO)
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Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| -- | -- | 101.54M | -- |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| -- | 16.28% | 8.999M | Upgrade |
Basic Info
| Investment Strategy | |
| The fund seeks to provide investors with a diversified portfolio designed to provide a balance between long-term capital appreciation and income with an emphasis on long-term capital appreciation by investing primarily in exchange traded funds that invest in Canadian, U.S. and international fixed income and equity securities. The fund may also invest in other mutual funds or invest directly in individual fixed income and equity securities and cash or cash equivalents. In accordance with its investment strategies, the fund’s asset allocation may change over time to reflect the portfolio advisor’s current and long-term outlook for each asset class. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | Medium Quality/Extensive Sensitivity |
| Broad Asset Class | -- |
| Broad Category | Allocation |
| Category Name | Global Neutral Balanced |
| Category Index | -- |
| Global Category Name | Moderate Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | Franklin Templeton Investments Corp |
| Prospectus Benchmark Index | |
| Bloomberg Multiverse TR Hdg CAD | 22.50% |
| FTSE Canada Universe Bond | 22.50% |
| MSCI ACWI NR CAD | 41.50% |
| S&P/TSX Composite TR | 13.50% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Ian Riach | 5.28 yrs |
| Michael Greenberg | 5.28 yrs |
Performance Versus Category
As of June 28, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of June 29, 2024.
Basic Info
| Investment Strategy | |
| The fund seeks to provide investors with a diversified portfolio designed to provide a balance between long-term capital appreciation and income with an emphasis on long-term capital appreciation by investing primarily in exchange traded funds that invest in Canadian, U.S. and international fixed income and equity securities. The fund may also invest in other mutual funds or invest directly in individual fixed income and equity securities and cash or cash equivalents. In accordance with its investment strategies, the fund’s asset allocation may change over time to reflect the portfolio advisor’s current and long-term outlook for each asset class. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | Medium Quality/Extensive Sensitivity |
| Broad Asset Class | -- |
| Broad Category | Allocation |
| Category Name | Global Neutral Balanced |
| Category Index | -- |
| Global Category Name | Moderate Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | Franklin Templeton Investments Corp |
| Prospectus Benchmark Index | |
| Bloomberg Multiverse TR Hdg CAD | 22.50% |
| FTSE Canada Universe Bond | 22.50% |
| MSCI ACWI NR CAD | 41.50% |
| S&P/TSX Composite TR | 13.50% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Ian Riach | 5.28 yrs |
| Michael Greenberg | 5.28 yrs |