Balanced
FGP Balanced Fund
About the fund
Previously called the FGP Private Balanced Fund. The FGP Balanced Fund is tailored for taxable investors seeking to optimize after-tax returns through a strategic blend of income and long-term capital growth. The Fund invests primarily in a diversified mix of equity and fixed-income securities through investment in several FGP pooled funds, using a disciplined, bottom-up value-oriented approach to security selection, specifically designed to meet the needs of taxable individuals and organizations.
Why Invest in the FGP Balanced Fund?
- Tax-Efficient Structure: Designed specifically for taxable investors, this Fund focuses on strategies that maximize after-tax returns.
- Balanced Investment Approach: Offers a strategic mix of equities and fixed-income securities, balancing growth potential with income generation, while maintaining a focus on tax efficiency.
Performance
INSTITUTIONAL AND DIRECT CLIENTS
Balanced Fund
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
Balanced Fund
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.
View Investment Policy Statement
Access the Investment Policy Statement to see the guidelines and strategies behind the FGP Balanced Fund.
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