Balanced
FGP North American Balanced SMA
About the Strategy
The FGP North American Balanced SMA portfolio aims to provide an above-average rate of return over the long term by investing in a diversified mix of equity and fixed-income securities from North American issuers. The Strategy uses a long-term, bottom-up, value-oriented approach to equity selection, complemented by interest rate, credit, and yield enhancement strategies in the fixed-income portion.
Why Invest in the FGP North American Balanced SMA?
- Diversified North American Exposure: Invests in a balanced mix of Canadian and U.S. equities along with North American fixed-income securities, providing what we believe to be comprehensive exposure to the North American market.
- Strategic Asset Allocation: Managed strategically to balance equities and fixed income, with the aim of optimizing returns while managing risk across North American markets.
- Disciplined Strategy: Uses a disciplined, bottom-up value-oriented strategy.
Performance
ADVISORS
North American Balanced SMA
Downloadables
View Investment Policy Statement
Access the Investment Policy Statement to see the guidelines and strategies behind the FGP North American Balanced SMA.
Portfolio Management Team
Bryan Pilsworth, CFA, MBA
President & CEO, Portfolio Manager, Canadian Equities
Andrew Aucoin, CFA
Senior Vice President & Portfolio Manager, Global Equities
Cameron Greenwood, CFA
Senior Vice President & Portfolio Manager, Fixed Income
Patrick Osler, CFA
Senior Vice President, Head of Wealth Management
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