CANADIAN EQUITY
Canadian Dividend Income SMA
About the Strategy
The FGP Canadian Dividend Income SMA aims to deliver long-term capital growth and steady income through a diversified mix of Canadian equities, preferred shares, income trusts, and real estate investment trusts (REITs) of Canadian issuers. The Strategy follows a disciplined, bottom-up value-oriented approach.
Why Invest in the Canadian Dividend Income SMA Strategy?
- Disciplined Investment Approach: Uses a long-term, bottom-up, value-oriented approach supported by comprehensive fundamental research.
- Diversified Canadian Income Exposure: Invests in a broad mix of common and preferred shares, income trusts, and REITs, providing balanced exposure to various income-generating assets.
- Disciplined Approach: Supported by the rigorous research conducted by FGP’s research team, the portfolio manager is guided by FGP’s diversification and risk control guidelines.
Performance
ADVISORS
FGP Canadian Dividend Income 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.
Downloadables
View Investment Policy Statement
Access the Investment Policy Statement to see the guidelines and strategies behind the FGP Canadian Dividend Income SMA Strategy.
Portfolio Management Team
Bryan Pilsworth, CFA, MBA
President & CEO, Portfolio Manager, Canadian Equities
Patrick Osler, CFA
Senior Vice President & Portfolio Manager, Head of Wealth Management
Tom Duncanson, CFA
Vice President & Portfolio Manager, Canadian Equities
Brandon Tu, CFA, CPA, CA, MAcc
Vice President & Portfolio Manager, Canadian Equities
Zubaida Mirza, CFA, MBA
Vice President & Senior Research Analyst, Canadian Equities
John Berry, CFA, MBA, MASc
Senior Vice President & Distinguished Research Fellow, Canadian Equities
Ben Lambert, BBA
Junior Research Analyst, Canadian Equities
Request An Introductory Call
Connect with us to discover how our Canadian equity strategies can help you achieve your financial goals.