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Performance

As at 28 February, 2017

  1 Mth 3 Mths
YTD 1 YR 2 Yrs 3 Yrs 4 Yrs
5 Yrs 10 Yrs SI Launch
Fiera Capital Mutual Funds (%)
Bond Fund 1.2 -0.37 0.77 0.14 -1.03 2.1 1.71 2.25 - 3.97 4/30/2009
Balanced Fund 2.16 2.09 2.04 10.71 1.61 5.38 7.39 6.56 - 7.87 4/30/2009
High Income Fund 0.93 3.66 1.41 25.04 1.78 2.78 5.7 6.5 - 10.82 4/30/2009
Equity Growth Fund -0.49 -2.83 -2.63 16.49 0.7 3.48 10.56 7.29 - 14.36 4/30/2009
Global Equity Fund 5.75 7.27 6.68 14.46 5.72 11.13 15.16 16.4 - 14.27 4/30/2009
U.S. Equity Fund 6.92 5.91 6.26 15.77 8.3 15.24 - - - 19.93 8/27/2013
Core Canadian Equity Fund 1.09 1.71 1.05 20.46 1.45 4.69 5.74 4.71 - 7.54 4/1/2009
Defensive Global Equity Fund 4.95 7.1 6.61 11.85 4.34 - - - - 10.87 10/1/2014
Non-Traditional Funds (%)
Income Opportunities Fund -0.1 1.9 0.29 26.49 12.21 - - - - 10.5 4/30/2014
Fiera Short Term Currency and Bond Arbitrage Fund - - - - - - - - - - 9/23/2016
Long/Short Equity Fund -4.36 -5.98 -7.38 -0.83 6.25 12.94 16.44 13.95 - 12.7 7/31/2010
Market Neutral Equity Fund -2.37 -3.62 -3.96 -2.67 1.32 5.71 6.19 4.08 - 2.46 7/1/2008
Closed End Funds (%)
Canadian Convertibles Plus Fund 0.68 2.07 1.63 23.23 5.85 3.2 1.71 2.08 - 1.23 3/9/2011
North American Preferred Share Fund 2.01 11.7 6.82 34.47 9.03 8.22 - - - 6.24 5/8/2013
North American REIT Income Fund 3.79 5.64 1.47 4.71 -5.9 2.6 1.86 - - 4.17 11/19/2012
Senior Secured Floating Rate Loan Fund 1.5 4.59 3.01 28.69 7.56 6.72 - - - 7.59 9/23/2013
Strategic Income Allocation Fund 0.75 4.53 2.3 16.06 1.67 -0.67 0.68 3 - 3.03 3/20/2012
Investment Grade Infrastructure Bond Fund 1.05 2.31 2.27 12.18 2.27 - - - - 2.22 2/24/2015
Real Asset Income and Growth Fund 2.65 6.14 4.09 19 - - - - - 3.06 5/27/2015
Canadian Preferred Share Trust 2.14 12.98 7.37 41.36 - - - - - 6.06 7/2/2015
June 2020 Corporate Bond Trust - - - - - - - - - - 10/31/2016

Mutual fund regulations restrict the presentation of performance figures until a fund reaches its one-year anniversary.

The information contained herein is an overview only and is qualified by the more detailed information contained in the offering memoranda, prospectus or simplified prospectus, as well as any document incorporated therein by reference (collectively, the “offering documents”). The offering documents contain important information about the funds, including their investment objective and strategies, purchase options, applicable management fees, performance fees, other charges and expenses, and should be read carefully before you invest.

Commissions, trailing commissions, management fees and expenses all may be associated with investments in the funds. The funds are not guaranteed, their values change frequently and past performance may not be repeated.

The rate of return or mathematical table shown is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the funds or returns on investment in the funds The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns.