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 Foreign Equity Fund Inception Date: January 31, 2006
This multi-class 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. For Class 'A' unitholders, the Fund will use derivatives such as currency forwards as permitted by Canadian securities laws, to hedge against potential CAD$ currency fluctuations. For Class 'B' unitholders, the Fund will not hedge against potential CAD$ currency fluctuations.
FGP Canadian Balanced Fund Inception Date: July 31, 2010
This Fund aims to generate an attractive total investment return through income and long-term capital growth. To achieve this, the Fund will invest primarily in a diversified mix of Canadian equity and fixed-income securities.
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 Bond Fund Inception Date: June 30, 2010
This Fund aims to generate income primarily through investments in debt obligations Canadian issuers. To achieve this, the Fund will invest in a diversified mix of fixed-income securities with a maximum term to maturity of five years or less.
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 Canadian Balanced Fund Inception Date: July 31, 2010
This Fund aims to generate an attractive total investment return through income and long-term capital growth. To achieve this, the Fund will invest primarily in a diversified mix of Canadian equity and fixed-income securities.
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 Short Term Bond Fund Inception Date: June 30, 2010
This Fund aims to generate income primarily through investments in debt obligations Canadian issuers. To achieve this, the Fund will invest in a diversified mix of fixed-income securities with a maximum term to maturity of five years or less.
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.