CANADIAN EQUITY
FGP Canadian Ex-Energy Equity Fund
About the fund
The FGP Canadian Ex-Energy Equity Fund aims to generate an attractive total investment return through long-term capital growth, dividends, and other income. This Fund primarily invests in a diversified mix of Canadian equity securities, excluding those in the energy sector, offering broad exposure to the Canadian economy while focusing on other key industries.
Why Invest in the FGP Canadian Ex-Energy Equity Fund?
- No Energy: Provides broad exposure to Canadian equities while specifically excluding the energy sector.
- Disciplined Strategy: Uses a long-term, bottom-up value-oriented approach, supported by rigorous fundamental research.
- Diverse Portfolio: Invests in a wide range of Canadian equities, including common and preferred shares, income trusts, and REITs, with the aim of providing diversification and reducing sector-specific risks.
Performance
INSTITUTIONAL AND DIRECT CLIENTS
Canadian Ex-Energy Equity 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 Canadian Ex-Energy Equity Fund.
Portfolio Management Team
Bryan Pilsworth, CFA, MBA
President & CEO, Portfolio Manager, Canadian Equities
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
Graeme Lang, BA
Head Trader, Equities
Ben Lambert, BBA
Junior Research Analyst, Canadian Equities
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