Northern Trust FGR

FGR at a Glance

The Northern Trust range of FGR funds is designed to make life simple:

Dutch-Domiciled

These funds are the first index tracking FGR funds designed specifically for Dutch investors. They are subject to standard Dutch fiscal treatment and may offer advantages over foreign-domiciled funds.
Tax-Efficient

Investors generally have to pay an average of 15-30% withholding tax, substantially diluting their potential income. The unique structure of the FGR allows us to recoup part of that tax for our investors, reducing tax liability and potentially increasing income.
Cost-Effective

The passive structure of these funds means they are naturally low in cost. They also benefit from our unique, disciplined Intelligent Indexing® investment process. This combines strategic market insights and sophisticated analysis to produce consistent and efficient market exposure.
Diverse Range

With 10 funds and over $8bn (as at 30 Sept 2017) already invested, our range of funds covers key investment strategies and meets core ESG requirements. The funds also give investors the opportunity to incorporate factor-based investing in their portfolios.

Northern Trust Asset Management

As a leading global asset management firm, our investment expertise, strength and innovation have earned the trust and confidence of the world’s most sophisticated institutional and individual investors.

With $954 billion in total assets under management, and a long-standing history of solving complex investment challenges, we believe our strength and stability drive opportunities for our clients.

$972 Billion in AUM¹

World’s 14th Largest Asset Manager²

Equity

Leaders in Factor-based investing since 1994.
Best Smart Beta Strategies⁵

ESG

Over 30 Years of Managing Socially Responsible Portfolios
UNPRI Signatory

Liquidity Solutions

Largest institutional cash tax-exempt manager in the U.S.⁷
UNPRI Signatory

Efficient Market Exposure

Skilled management of exposures
Customized solutions across asset classes

Innovative Product Structures

Third-party manager solutions
3rd Largest Outsourcing Manager Worldwide / 1st U.S.⁶

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¹ Assets under management as of September 30, 2018. For the Northern Trust Asset Management entities included in the AUM total, please see disclosure at end of this page. ² Ranking based on total worldwide assets under management of $942.4 billion as of December 31, 2016 by Pensions & Investments magazine’s 2017 Special Report on the Largest Money Managers.

³ U.S. Institutional, tax-exempt assets managed internally. ⁴ U.S. Institutional, tax exempt. ⁵ Asia Asset Management, 2015. ⁶ Institutional Investor, 2013 and 2014. ⁷ Pensions and Investments as of March 31, 2017. ⁸ Ranking are based on Investments & Pensions Europe (IPE) June 2016 Top 400 Asset Managers Survey, assets managed for external clients. The above rankings are not indicative of future performance. Unless otherwise noted, rankings are based on total worldwide assets under management of $942.5 billion as of December 31, 2016 by Pensions & Investments magazine’s 2017 Special Report on the Largest Money Managers.

FGR at a Glance

The Northern Trust range of FGR funds is designed to make life simple:

Dutch-Domiciled

Tax-Efficient

Cost-Effective

Diverse Range

FGR Funds' Potential Tax Benefits

Northern Trust Asset Management

$972 Billion in AUM1World’s 14th Largest Asset Manager2

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$972 Billion in AUM¹

World’s 14th Largest Asset Manager²