Fixed Income

FGP Preferred Share Fund

  • INSTITUTIONAL AND DIRECT CLIENTS
  • ADVISORS

About the Fund

The FGP Preferred Share Fund aims to generate an attractive total investment return through stable income and long-term capital appreciation primarily through investments in preferred shares and other income oriented securities of Canadian, U.S., and international issuers.

Why Invest in the FGP Preferred Share Fund?

  • Stable Income and Growth: Provides a balanced approach, offering stable income through preferred shares along with potential for long-term capital appreciation.
  • Diversified Income Sources: Invests in a wide range of preferred shares and income-oriented securities.
  • Disciplined Strategy: Uses a multi-strategy investment approach, supported by FGP’s experienced research team, to manage risk and enhance returns.

Performance (as of September 30, 2024)

INSTITUTIONAL AND DIRECT CLIENTS

Preferred Share Fund

ADVISORS

Preferred Share Fund
As of September 30, 2024

FGP Preferred Share Fund was launched on December 31, 2015. Prior to 2016, performance is based on the portion of a carve out from the Income Fund that was invested in preferred shares. From December 31, 2015 onwards, 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 Preferred Share Fund.

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