Balanced
FGP Income Fund
About the Fund
The FGP Income 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 in a diversified mix of Canadian debt obligations, preferred shares, common shares, income trusts, and real estate investment trusts (REITs) through investment in several FGP pooled funds.. The Fund is primarily designed for taxable individuals and organizations, focusing on optimizing after-tax returns using a long-term, bottom-up value-oriented approach.
Why Invest in the FGP Income Fund?
- Tax-Efficient Income: Focuses on optimizing after-tax returns through a diverse mix of income-generating securities.
- Diversified Income Sources: Invests in a broad range of assets, including bonds, preferred shares, and dividend-paying equities, to balance income and growth.
- Disciplined Strategy: Uses a long-term, bottom-up value-oriented approach.
Performance
INSTITUTIONAL AND DIRECT CLIENTS
FGP Income Fund
Downloadables
View Investment Policy Statement
Access the Investment Policy Statement to see the guidelines and strategies behind the FGP Income Fund.
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