Quotential Program

Since 1975, high net worth Canadians have sought out private investment firms that offer "managed programs". Managed programs are investment solutions that leave the selection and management of a portfolio of securities or mutual funds to investment experts.

Sometimes called "fund of funds" or "wraps," managed programs bundle a number of mutual funds together in a portfolio in order to meet an individual investor's unique investments goals and risk tolerance. These investment solutions also include value-added professional services such as consolidated statements and comprehensive tax reporting.

Nowadays, managed programs such as Franklin Templeton Investments' Quotential Program are available to many Canadian investors. From managed programs, you can expect sophistication, superior diversification and a high level of service at investment minimums that are lower than ever.

Diversification Outperforms:
Over the long term, investing in a diversified portfolio is better than simply chasing the winning or losing categories.  The chart below illustrates that over time. Diversification is the winning strategy.

A better balance: 
Managed programs which are diversified can provide a better balance of risk and return than any individual investment style.  The chart below illustrates how a blended portfolio, with five investment mandates has a low level of volatility and the best risk/return balance compared to many established indices.

Managed programs like Quotential provide you with a professionally managed investment solution that is fully diversified and actively managed to allow you to rest easy. 

Find out more information on how the Quotential managed program can be a positive investment solution for you! Call or visit a Coastal Community branch  to speak with a Credential Asset Management Inc. Mutual Funds Investment Specialist today.

Commissions, trailing commissions management fees and expenses all may be associated with mutual fund investments.  Please read the prospectus before investing.  Mutual funds are not guaranteed their values change frequently and past performance may not be repeated.



*Mutual funds, financial planning and other securities are offered through CSI. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds and other securities are not insured or guaranteed, their values change frequently and past performance may not be repeated. CSI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

Credential® is a registered mark owned by Credential Financial Inc. and is used under license.