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 (as of September 30, 2024)
INSTITUTIONAL AND DIRECT CLIENTS
Canadian Ex-Energy Equity Fund
FGP Canadian Ex-Energy Equity Fund was launched on January 4, 2021. Historical performance from June 30, 2018 to January 3, 2021 is based on a segregated Canadian Ex-Energy Equity portfolio, whose investment guidelines were substantially similar to those of the Fund. From January 4, 2021 performance is based entirely on the Fund.
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 Ex-Energy Equity Fund.
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