Balanced
FGP Balanced Fund
About the Fund
The FGP Balanced Fund aims to generate an attractive total investment return through a combination of income and long-term capital growth. To achieve this, the Fund invests primarily in a diversified mix of equity and fixed-income securities through investment in several FGP pooled funds, employing a disciplined, bottom-up value-oriented approach to security selection.
Why Invest in the FGP Balanced Fund?
- Balanced Approach: Offers a diversified mix of equities and fixed-income securities, balancing growth potential with income generation.
- Strategic Asset Allocation: Targets a long-term allocation of 65% equities and 35% fixed income, allowing for tactical adjustments within specified ranges in an attempt to optimize returns.
- Disciplined Strategy: Uses a bottom-up value-oriented investment approach.
Performance
INSTITUTIONAL AND DIRECT CLIENTS
Balanced Fund
Downloadables
View Investment Policy Statement
Access the Investment Policy Statement to see the guidelines and strategies behind the FGP Balanced Fund.
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