FGP Pooled Fund Listing
Non-Taxable Pooled Funds
FGP Canadian Equity Fund Inception Date: January 31, 1993
This Fund aims to generate an attractive total investment return through long-term capital growth as well as dividend and other income. To achieve this, the Fund will invest in a diversified mix of Canadian equity securities.
FGP Small Cap Canadian Equity Fund Inception Date: February 28, 2002
This Fund aims to generate an attractive total investment return through long-term capital growth as well as dividend and other income. To achieve this, the Fund will invest in a diversified mix of Canadian equity securities.
FGP U.S. Equity Fund Inception Date: November 30, 1993
This Fund aims to generate an attractive total investment return through long-term capital growth as well as dividend and other income. To achieve this, the Fund will invest in a diversified mix of U.S. equity securities.
FGP International Equity Fund Inception Date: January 31, 1994
This Fund aims to generate an attractive total investment return through long-term capital growth as well as dividend and other income. To achieve this, the Fund will invest in a diversified mix of non-North American equity securities.
FGP Developing Markets Fund (Pension Plans only) Inception Date: April 30, 2009
This Fund aims to generate an attractive total investment return through long-term capital growth as well as dividend and other income. To achieve this, the Fund will invest in a diversified mix of developing market equity securities.
FGP Foreign Equity Fund Inception Date: January 31, 2006
This Fund aims to generate an attractive total investment return through long-term capital growth as well as dividend and other income. To achieve this, the Fund will invest in a diversified mix of U.S. and international equity securities. Currency hedging is an active part of this Fund’s strategy.
FGP Balanced Fund Inception Date: January 31, 1994
This Fund aims to generate an attractive total investment return through income and long-term capital growth. To achieve this, the Fund will invest in a diversified mix of equity securities and fixed-income securities.
FGP Bond Fund Inception Date: January 31, 1993
This Fund aims to generate an attractive total investment return through income and long-term capital appreciation through investments in debt obligations and other evidences of indebtedness of Canadian, U.S., and international issuers. To achieve this, the Fund will invest primarily in a diversified mix of fixed-income securities.
FGP Corporate Bond Fund Inception Date: May 31, 2009
This Fund aims to generate an attractive total investment return through income and long-term capital appreciation through investments in debt obligations and other evidences of indebtedness of Canadian, U.S., and international issuers. To achieve this, the Fund will invest primarily in a diversified mix of fixed-income securities of corporate issuers.
FGP Short-Term Investment Fund Inception Date: April 30, 1993
This Fund aims to generate income with lower capital risk primarily through investments in short-term debt obligations of Canadian issuers. To achieve this, the Fund will invest primarily in a diversified mix of short-term securities.
Taxable Pooled Funds
FGP Canadian Equity Fund Inception Date: January 31, 1993
This Fund aims to generate an attractive total investment return through long-term capital growth as well as dividend and other income. To achieve this, the Fund will invest in a diversified mix of Canadian equity securities.
FGP Private Canadian Equity Fund Inception Date: December 31, 2008
This Fund aims to generate an attractive total investment return through long-term capital growth as well as dividend and other income. To achieve this, the Fund will invest in a diversified mix of Canadian equity securities. The Fund is oriented to taxable individuals and organizations and its objective is to optimize after-tax returns.
FGP Small Cap Canadian Equity Fund Inception Date: February 28, 2002
This Fund aims to generate an attractive total investment return through long-term capital growth as well as dividend and other income. To achieve this, the Fund will invest in a diversified mix of Canadian equity securities.
FGP Private U.S. Equity Fund Inception Date: October 31, 2003
This Fund aims to generate an attractive total investment return through long-term capital growth as well as dividend and other income. To achieve this, the Fund will invest in a diversified mix of U.S. equity securities. The Fund is oriented to taxable individuals and organizations and its objective is to optimize after-tax returns.
FGP Private International Equity Fund Inception Date: October 31, 2003
This Fund aims to generate an attractive total investment return through long-term capital growth as well as dividend and other income. To achieve this, the Fund will invest in a diversified mix of non-North American equity securities. The Fund is oriented to taxable individuals and organizations and its objective is to optimize after-tax returns.
FGP Private Developing Markets Fund Inception Date: April 30, 2009
This Fund aims to generate an attractive total investment return through long-term capital growth as well as dividend and other income. To achieve this, the Fund will invest in a diversified mix of developing market equity securities. The Fund is oriented to taxable individuals and organizations and its objective is to optimize after-tax returns.
FGP Private Balanced Fund Inception Date: May 31, 1993
This Fund aims to generate an attractive total investment return through income and long-term capital growth. To achieve this, the Fund will invest in a diversified mix of equity securities and fixed-income securities. The Fund is oriented to taxable individuals and organizations and its objective is to optimize after-tax returns.
FGP Bond Fund Inception Date: January 31, 1993
This Fund aims to generate an attractive total investment return through income and long-term capital appreciation through investments in debt obligations and other evidences of indebtedness of Canadian, U.S., and international issuers. To achieve this, the Fund will invest primarily in a diversified mix of fixed-income securities.
FGP Income Fund Inception Date: May 31, 2009
This Fund aims to generate an attractive total investment return through income and long-term capital appreciation through investments in debt obligations and other evidences of indebtedness of primarily Canadian issuers, preferred shares, common shares, income trusts, and real estate investment trusts. The Fund is oriented to taxable individuals and organizations and its objective is to optimize after-tax returns.
FGP Short-Term Investment Fund Inception Date: April 30, 1993
This Fund aims to generate income with lower capital risk primarily through investments in short-term debt obligations of Canadian issuers. To achieve this, the Fund will invest primarily in a diversified mix of short-term securities.
In addition to our Pooled Funds, we offer management of segregated investment accounts. Our investment management services may also be accessed through select mutual funds. |
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Sub-Advisory Portfolios
Canadian Equity
North American Equity – Taxable
North American Equity – Non-Taxable
Total Equity – Taxable
Total Equity – Non-Taxable
Total Balanced – Taxable
Total Balanced – Non-Taxable
Canadian Equity
North American Equity – Taxable
North American Equity – Non-Taxable
Total Equity – Taxable
Total Equity – Non-Taxable
CIBC Wood Gundy ICS Program Canadian Equity
Canadian Balanced
Total Balanced – Non-Taxable
Canadian Equity
US Equity
International Equity
North American Equity
Total Equity
Canadian Equity
North American Equity – Taxable
North American Equity – Non-Taxable
Total Equity – Taxable
Total Equity – Non-Taxable
Canadian Balanced
Canadian Equity
North American Equity – Taxable
North American Equity – Non-Taxable
Total Equity – Taxable
Total Equity – Registered
Canadian Balanced
Total Balanced – Registered
NBCN Catalyst Program
Canadian Equity
Canadian Balanced
North American Equity
International Equity
Total Equity
Total Balanced
RBC Dominion Securities Access Program Canadian Equity
Canadian Balanced
Total Equity – Taxable
Total Balanced – Taxable
Global Equity
Total Equity
Canadian Balanced
Total Balanced
Canadian Equity
Canadian Balanced
US Equity
North American Equity
North American Balanced
International Equity
Total Equity
Retail Mutual Funds