Balanced
FGP Total Balanced SMA
About the Strategy
The FGP Total Balanced SMA portfolio aims to deliver above-average long-term returns by investing in a diversified mix of equity and fixed-income securities from North American and global 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, making it well-suited for taxable investors.
Why Invest in the FGP Total Balanced SMA?
- Diversification: Invests across Canadian, U.S., and non-North American equities, as well as fixed-income securities.
- Tax-Efficient Strategy: Aims to optimize after-tax returns through strategic asset allocation.
- Disciplined Strategy: Uses a bottom-up value-oriented investment approach.
Performance
ADVISORS (TAXABLE)
Total Balanced Taxable
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)
Total Balanced Registered
As of September 30, 2024
View Investment Policy Statement
Access the Investment Policy Statement to see the guidelines and strategies behind the FGP Total 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 & Portfolio Manager, Head of Wealth Management
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