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Franklin Multi-asset Growth Fund A (SCHAX)

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17.23 0.00    0%
24/06 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 828.93M
Type:  Fund
Market:  United States
Issuer:  Legg Mason
Asset Class:  Equity
QS Growth A 17.23 0.00 0%

SCHAX Overview

 
On this page you'll find an in-depth profile of Franklin Multi-asset Growth Fund A. Learn about the key management, total assets, investment strategy and contact information of SCHAX among other information.
Category

Allocation--85%+ Equity

Total Assets

828.93M

Expenses

0.42%

Inception Date

35100

Investment Strategy

The investment seeks capital appreciation. The fund is a fund of funds—it invests in other mutual funds and may also invest in exchange-traded funds (“ETFs”). It is managed as an asset allocation program and allocates its assets among mutual funds managed by the manager and its affiliates. The portfolio managers will allocate between 70% to 100% of the fund's assets to underlying funds that invest in equity and equity-like strategies and between 0% to 30% of the fund's assets to underlying funds that invest in fixed income strategies.

Contact Information

Address One Franklin Parkway, Building 970, 1st Floor
San Mateo,CA 94403
United States
Phone +1 650 3122000

Top Executives

Name Title Since Until
Jacqueline Kenney Portfolio Manager 2021 Now
Biography Jacqueline Hurley, CFA, is a Portfolio Manager and a member of the Portfolio Management Group within QS Investors. Formerly at Deutsche Asset Management from 2008 – 2010. Prior to joining Deutsche Asset Management, she had 4 years of experience as a consultant at Bearing Point and Accenture. Ms. Hurley holds a B.A. in Computer Science from Colgate University and an M.B.A. in inance and Accounting from University of Michigan, Ross School of Business.
Laura Green Portfolio Manager 2021 Now
Biography LAURA GREEN, CFA Vice President Portfolio Manager Franklin Templeton Investment Solutions New York, New York, United States Laura Green is a vice president and portfolio manager within Franklin Templeton Investment Solutions. Ms. Green is responsible for asset allocation (multi-asset) strategies, including target-date, target-risk, volatility-controlled, ESG and customized solutions. Prior to joining Franklin Templeton, Ms. Green was a member of the Portfolio Management team at QS Investors, a quantitative multi-asset and equity manager, where she was responsible for managing similar strategies. QS Investors combined with Franklin Templeton Multi-Asset Solutions in October 2020 to create Franklin Templeton Investment Solutions. Before joining QS Investors in 2010, Ms.Green was a member of its predecessor, Deutsche Asset Management Quantitative Strategies group, where she held portfolio manager and portfolio assistant positions. Ms. Green holds a Bachelor of Arts in communication from the University of Pennsylvania. She also holds the Chartered Financial Analyst (CFA) designation.
Thomas Picciochi Head of Multi-Asset Portfolio Management 2014 2022
Biography Tom Picciochi, CAIA Head of Multi-Asset Portfolio Management • Responsible for Multi-Asset portfolio management. • Formerly senior portfolio manager for Deutsche Asset Management’s Quantitative Strategies group, and member of the Global Tactical Asset Allocation Investment Oversight Committee and portfolio manager for Absolute Return Strategies from 1999 to 2010. Prior to joining Deutsche Asset Management, he held various research and analysis positions at State Street Global Advisors, FPL Energy, Barnett Bank, Trade Finance Corporation and Reserve Financial Management over a 13 year period. • Education: BA from University of Miami; MBA from University of Miami.
Lisa Wang Portfolio Manager 2019 2021
Biography Lisa Wang, CFA Portfolio Manager • Member of the Portfolio Management group. • Formerly an ETF market maker and portfolio trader at Deutsche Bank from 2011 to 2014. Prior to obtaining her MBA, she was a research analyst at Gleacher Fund Advisors, a multi-strategy fund of hedge funds from 2006 to 2008. • Education: BA & BS from SUNY Binghamton and MBA from University of Chicago, Booth School of Business.
Adam J. Petryk Head of Multi-Asset and Solutions 2016 2019
Biography Adam Petryk, CFA President and CEO Responsible for all business, strategic and investment decisions. Prior to joining QS Investors, Adam held executive roles at Legg Mason and its core affiliates for over 15 years. He served as Chief Investment Officer at Batterymarch Financial Management, where he served on the firm’s management committee and managed the overall quantitative investment platform including research, portfolio management and technology. Prior to joining Batterymarch, he spent eight years at Legg Mason Canada Inc. as Chief Investment Officer, Head of the Quantitative Management Team and Quantitative Strategist. Education: BS in Computer Engineering from University of Waterloo, Ontario, Canada; MS in Electrical Engineering from University of Waterloo.
Ellen Tesler Portfolio Manager 2014 2019
Biography Ellen Tesler Portfolio Manager • Member of the Portfolio Management group. • Formerly a portfolio manager within the Strategic Asset Allocation Team at Deutsche Asset Management from 2003 – 2010. At Deutsche Asset Management also served as a quantitative analyst for fundamental equity teams from 2000-2002. Prior to joining Deutsche Asset Management, she spent a year as a quantitative analyst at Lord Abbett and Company. • Education: BBA & MBA from Pace University.
Y. Wayne Lin Portfolio Manager 2012 2016
Biography Y. Wayne Lin serves as Portfolio Manager and assists portfolio management team with the execution of the Dynamic Risk Management strategy. Mr. Lin has been a portfolio manager of each fund since August 2011. Prior to June 2014, Mr. Lin serves as Chief Administrative Officer, Investment Strategy Analyst and Portfolio Manager for LMGAA and is also a member of LMPFA’s North American Valuation Committee. From 2002 to 2005, Mr. Lin served as an Analyst at Citigroup Asset Management (“CAM”). Prior to joining CAM in 2002, Mr. Lin held the following professional positions: Internal Management Consultant at TIAA-CREF; Associate Director at Barra Strategic Consulting Group; and Associate at Booz Allen and Hamilton.
Patricia Duffy Maxwell Senior Analyst and Portfolio Manager 2012 2014
Biography Patricia Duffy Maxwell has served as a Portfolio Manager of the fund since June 2012. Ms. Maxwell serves as a Senior Analyst and Portfolio Manager for LMGAA and has seven years of investment experience. Ms. Maxwell served as an Asset Allocation Analyst for LMGAA from 2005 to June 2012.
Steven D. Bleiberg Managing Director, Portfolio Manager 2003 2014
Biography Steven is a portfolio manager for TD Epoch's Quality Capital Reinvestment strategies and is involved with the design and development of additional investment strategies. He is also a contributor to the firm's thought leadership. Prior to joining the company in 2014, Steven served as a portfolio manager at Legg Mason responsible for managing $7.5B in various asset allocation-based funds including Target Risk, Target Date and Dynamic Risk Management. Prior to that, he was the head of investment strategy at Citigroup Asset Management and a portfolio manager at Credit Suisse Asset Management.
Andrew Purdy Portfolio Manager 2001 2012
Biography Purdy serves as Portfolio Manager, Asset Allocation Strategies. He is responsible for coordination and implementation of asset allocation strategies. Mr. Purdy joined TIA in 1998.
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