Global Equities
FGP Total Equity SMA
About the Strategy
The FGP Total Equity SMA Strategy aims to generate an attractive total investment return through a combination of income and long-term capital growth. To achieve this, the Strategy invests primarily in a diversified mix of equity securities from Canadian, U.S., and non-North American issuers. FGP employs a disciplined, long-term, bottom-up, value-oriented approach to security selection, with portfolio managers selecting investments that align with FGP’s diversification and risk control guidelines.
- Global Diversification: The Strategy offers broad exposure to equities across Canada, the U.S., and international markets, providing a balanced approach to growth and income.
- Capital Growth and Income: Targets both long-term capital growth and steady income through dividends, balancing growth potential with income generation.
- Disciplined Strategy: Supported by the rigorous research conducted by FGP’s research team, the portfolio manager follows a disciplined approach to identifying what our research shows to be undervalued global companies.
Performance
ADVISORS (TAXABLE ACCOUNT)
FGP Total Equity (Taxable) SMA
Investment returns are expressed in Canadian dollars unless otherwise noted, gross of investment management fees, net of fund expenses for FGP pooled funds, and include reinvestment of dividends and income. Returns are time weighted and annualized for periods greater than one year. Values change frequently and past investment performance may not be repeated.
ADVISORS (REGISTERED ACCOUNT)
FGP Total Equity (Registered) SMA
As of September 30, 2024
View Investment Policy Statement
Access the Investment Policy Statement to see the guidelines and strategies behind the FGP Total Equity SMA.
Advisors (Taxable Account)
Advisors (Registered Accounts)
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