Balanced
FGP Private Balanced Fund
About the fund
The FGP Private Balanced Fund is tailored for taxable investors seeking to optimize after-tax returns through a strategic blend of income and long-term capital growth. The Fund invests primarily in a diversified mix of equity and fixed-income securities through investment in several FGP pooled funds, using a disciplined, bottom-up value-oriented approach to security selection, specifically designed to meet the needs of taxable individuals and organizations.
Why Invest in the FGP Private Balanced Fund?
- Tax-Efficient Structure: Designed specifically for taxable investors, this Fund focuses on strategies that maximize after-tax returns.
- Balanced Investment Approach: Offers a strategic mix of equities and fixed-income securities, balancing growth potential with income generation, while maintaining a focus on tax efficiency.
Performance (as of September 30, 2024)
INSTITUTIONAL AND DIRECT CLIENTS
Private Balanced Fund
ADVISORS
Private Balanced Fund
Portfolio Analysis (as of September 30, 2024)
Downloadables
View Investment Policy Statement
Access the Investment Policy Statement to see the guidelines and strategies behind the FGP Private Balanced Fund.
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