Balanced
FGP Canadian Balanced SMA
About the Strategy
The FGP Canadian 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 of Canadian issuers. The strategy employs a long-term, bottom-up, value-oriented approach to equity selection, while interest rate, credit, and yield enhancement strategies are used within the fixed-income portion, with the aim of enhancing risk-adjusted returns.
Why Invest in the FGP Canadian Balanced SMA?
- Diversified Canadian Exposure: Invests in a balanced mix of Canadian equities and fixed-income securities, with the goal of providing stability and growth potential.
- Performance: Aims to exceed the performance of its blended benchmark over five-year periods, leveraging a disciplined investment approach.
- Strategic Asset Allocation: Strategically balances equities and fixed income to manage risk and optimize long-term returns.
Performance (as of September 30, 2024)
INSTITUTIONAL AND DIRECT CLIENTS
Canadian Balanced SMA
Portfolio Analysis (as of September 30, 2024)
View Investment Policy Statement
Access the Investment Policy Statement to see the guidelines and strategies behind the FGP Canadian Balanced SMA.
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