Prices and Performance

Performance

Performance (%)
Strategy name As of QTD YTD 1 Y 3 Y 5 Y 10 Y SI
Fiera Balanced Public Markets Fund Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees Current benchmark: 27.5% MSCI World ex Canada Index (Net) / 5% FTSE Canada 91 Day T-Bill Index / 35% FTSE Canada Universe Bond Index / 32.5% S&P TSX Composite Index. The benchmark has been modified over time. 2026-03-31 -2.16 -2.16 4.37 7.79 7.20 8.22 Inception Date: 19880101
Fiera Diversified Lending Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Returns are net of fees payable to underlying strategy. 2026-03-31 1.44 1.44 5.55 5.91 5.37 5.93 Inception Date: 20080401
Fiera Diversified Real Assets Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Returns are net of fees payable to underlying strategies. 2026-03-31 0.91 0.91 2.71 2.82 3.68 Inception Date: 20190601
Fiera Diversified Real Estate Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Returns are net of fees payable to underlying strategies. 2026-03-31 1.27 1.27 5.09 4.11 5.98 6.37 Inception Date: 20130701
Fiera Enhanced Short Term Fixed Income Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees Customized benchmark: 75% FTSE Canada Short Term, 25% FTSE Canada Mid Term 2026-03-31 0.53 0.53 3.23 5.39 2.95 Inception Date: 20200701
Fiera Global Impact Fund 2026-03-31 Inception Date: 20200201
Fiera Global Infrastructure Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Returns shown are the returns for the initial series of the strategy. Returns for subsequent series may differ. Returns are net of fees payable to underlying strategies. The strategy has been valued monthly since February 2013. 2026-03-31 2.17 2.17 0.83 1.09 1.79 4.09 Inception Date: 20100301
Fiera Global Multi-Sector Income Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Returns are net of fees payable to underlying strategies. 2026-03-31 Inception Date: 20091101
Global Equity Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees. 2026-03-31 -3.98 -3.98 8.30 11.82 10.66 13.62 Inception Date: 20091001
Global Sustainable and Impact Bond Performance Benchmark: Bloomberg Barclays MSCI Global Green Bond Index - Hedged to CAD Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees 2026-03-31 -0.52 -0.52 3.37 3.83 1.06 Inception Date: 20200201
Global Sustainable and Impact Bonds 2026-03-31 -0.52 -0.52 3.37 3.83 1.06 Inception Date:
High Yield Bonds Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees Performance Benchmark: BofA ML US HY BB/B Constrained Index (Hedged in CAD) 2026-03-31 -0.59 -0.59 5.41 6.05 3.24 4.87 Inception Date: 20140201
Infrastructure Debt Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees Customized benchmark : Interpolated FTSE Canada Mid Provincial Bond Index & FTSE Long Provincial Bond Index 2026-03-31 0.20 0.20 2.09 5.33 1.42 3.27 Inception Date: 20150201
Integrated Fixed Income – Credit Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees 2026-03-31 0.22 0.22 3.23 6.23 2.74 3.57 Inception Date: 20120301
Integrated Fixed Income – Short and Mid Term Bond Ethical Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees Customized benchmark is composed of 22.5% FTSE Canada Corporate Short Term, 20% FTSE Canada Provincial Short Term, 7.5% FTSE Canada Municipal Short Term, 22.5% FTSE Canada Corporate Mid Term ex BBB, 20% FTSE Canada Provincial Mid Term and  7.5% FTSE Canada Municipal Mid Term 2026-03-31 0.34 0.34 3.01 5.34 2.47 2.89 Inception Date: 20150701
Integrated Fixed Income – Short Term Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees 2026-03-31 0.24 0.24 2.63 4.87 2.49 2.52 Inception Date: 20001001
Integrated Fixed Income – Universe Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees 2026-03-31 0.27 0.27 1.33 4.20 1.32 2.45 Inception Date: 19930101
International Equity Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees 2026-03-31 -6.32 -6.32 -0.41 6.86 6.95 10.33 Inception Date: 20100101
Money Market Core Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite performance, gross of management fees. 2026-03-31 0.59 0.59 2.80 4.25 3.23 2.30 Inception Date: 20040101
Preferred Shares Opportunistic Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees Benchmark: SOLACTIVE Preferred Share Laddered Index. S&P/TSX Preferred Share Laddered Index until March 31st, 2016. 2026-03-31 1.66 1.66 18.60 19.12 10.03 9.13 Inception Date: 20150801
Preferred Shares Universe Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees 2026-03-31 0.86 0.86 16.41 17.58 8.80 8.46 Inception Date: 20040201
Quantitative Canadian Equity Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees 2026-03-31 -0.23 -0.23 16.70 16.32 13.21 Inception Date: 20171201
U.S. Equity Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees 2026-03-31 -3.22 -3.22 1.30 11.03 11.23 14.64 Inception Date: 20090401
U.S. Money Market 2026-03-31 0.91 0.91 4.29 Inception Date:
Fiera Balanced Public Markets Fund Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees Current benchmark: 27.5% MSCI World ex Canada Index (Net) / 5% FTSE Canada 91 Day T-Bill Index / 35% FTSE Canada Universe Bond Index / 32.5% S&P TSX Composite Index. The benchmark has been modified over time.
As of 2026-03-31
QTD -2.16%
YTD -2.16%
1 Y 4.37%
3 Y 7.79%
5 Y 7.20%
10 Y 8.22%
SI Inception Date: 19880101
Fiera Diversified Lending Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Returns are net of fees payable to underlying strategy.
As of 2026-03-31
QTD 1.44%
YTD 1.44%
1 Y 5.55%
3 Y 5.91%
5 Y 5.37%
10 Y 5.93%
SI Inception Date: 20080401
Fiera Diversified Real Assets Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Returns are net of fees payable to underlying strategies.
As of 2026-03-31
QTD 0.91%
YTD 0.91%
1 Y 2.71%
3 Y 2.82%
5 Y 3.68%
10 Y
SI Inception Date: 20190601
Fiera Diversified Real Estate Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Returns are net of fees payable to underlying strategies.
As of 2026-03-31
QTD 1.27%
YTD 1.27%
1 Y 5.09%
3 Y 4.11%
5 Y 5.98%
10 Y 6.37%
SI Inception Date: 20130701
Fiera Enhanced Short Term Fixed Income Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees Customized benchmark: 75% FTSE Canada Short Term, 25% FTSE Canada Mid Term
As of 2026-03-31
QTD 0.53%
YTD 0.53%
1 Y 3.23%
3 Y 5.39%
5 Y 2.95%
10 Y
SI Inception Date: 20200701
As of 2026-03-31
QTD
YTD
1 Y
3 Y
5 Y
10 Y
SI Inception Date: 20200201
Fiera Global Infrastructure Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Returns shown are the returns for the initial series of the strategy. Returns for subsequent series may differ. Returns are net of fees payable to underlying strategies. The strategy has been valued monthly since February 2013.
As of 2026-03-31
QTD 2.17%
YTD 2.17%
1 Y 0.83%
3 Y 1.09%
5 Y 1.79%
10 Y 4.09%
SI Inception Date: 20100301
Fiera Global Multi-Sector Income Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Returns are net of fees payable to underlying strategies.
As of 2026-03-31
QTD
YTD
1 Y
3 Y
5 Y
10 Y
SI Inception Date: 20091101
Global Equity Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees.
As of 2026-03-31
QTD -3.98%
YTD -3.98%
1 Y 8.30%
3 Y 11.82%
5 Y 10.66%
10 Y 13.62%
SI Inception Date: 20091001
Global Sustainable and Impact Bond Performance Benchmark: Bloomberg Barclays MSCI Global Green Bond Index - Hedged to CAD Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees
As of 2026-03-31
QTD -0.52%
YTD -0.52%
1 Y 3.37%
3 Y 3.83%
5 Y 1.06%
10 Y
SI Inception Date: 20200201
As of 2026-03-31
QTD -0.52%
YTD -0.52%
1 Y 3.37%
3 Y 3.83%
5 Y 1.06%
10 Y
SI Inception Date:
High Yield Bonds Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees Performance Benchmark: BofA ML US HY BB/B Constrained Index (Hedged in CAD)
As of 2026-03-31
QTD -0.59%
YTD -0.59%
1 Y 5.41%
3 Y 6.05%
5 Y 3.24%
10 Y 4.87%
SI Inception Date: 20140201
Infrastructure Debt Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees Customized benchmark : Interpolated FTSE Canada Mid Provincial Bond Index & FTSE Long Provincial Bond Index
As of 2026-03-31
QTD 0.20%
YTD 0.20%
1 Y 2.09%
3 Y 5.33%
5 Y 1.42%
10 Y 3.27%
SI Inception Date: 20150201
Integrated Fixed Income – Credit Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees
As of 2026-03-31
QTD 0.22%
YTD 0.22%
1 Y 3.23%
3 Y 6.23%
5 Y 2.74%
10 Y 3.57%
SI Inception Date: 20120301
Integrated Fixed Income – Short and Mid Term Bond Ethical Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees Customized benchmark is composed of 22.5% FTSE Canada Corporate Short Term, 20% FTSE Canada Provincial Short Term, 7.5% FTSE Canada Municipal Short Term, 22.5% FTSE Canada Corporate Mid Term ex BBB, 20% FTSE Canada Provincial Mid Term and  7.5% FTSE Canada Municipal Mid Term
As of 2026-03-31
QTD 0.34%
YTD 0.34%
1 Y 3.01%
3 Y 5.34%
5 Y 2.47%
10 Y 2.89%
SI Inception Date: 20150701
Integrated Fixed Income – Short Term Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees
As of 2026-03-31
QTD 0.24%
YTD 0.24%
1 Y 2.63%
3 Y 4.87%
5 Y 2.49%
10 Y 2.52%
SI Inception Date: 20001001
Integrated Fixed Income – Universe Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees
As of 2026-03-31
QTD 0.27%
YTD 0.27%
1 Y 1.33%
3 Y 4.20%
5 Y 1.32%
10 Y 2.45%
SI Inception Date: 19930101
International Equity Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees
As of 2026-03-31
QTD -6.32%
YTD -6.32%
1 Y -0.41%
3 Y 6.86%
5 Y 6.95%
10 Y 10.33%
SI Inception Date: 20100101
Money Market Core Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite performance, gross of management fees.
As of 2026-03-31
QTD 0.59%
YTD 0.59%
1 Y 2.80%
3 Y 4.25%
5 Y 3.23%
10 Y 2.30%
SI Inception Date: 20040101
Preferred Shares Opportunistic Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees Benchmark: SOLACTIVE Preferred Share Laddered Index. S&P/TSX Preferred Share Laddered Index until March 31st, 2016.
As of 2026-03-31
QTD 1.66%
YTD 1.66%
1 Y 18.60%
3 Y 19.12%
5 Y 10.03%
10 Y 9.13%
SI Inception Date: 20150801
Preferred Shares Universe Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees
As of 2026-03-31
QTD 0.86%
YTD 0.86%
1 Y 16.41%
3 Y 17.58%
5 Y 8.80%
10 Y 8.46%
SI Inception Date: 20040201
Quantitative Canadian Equity Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees
As of 2026-03-31
QTD -0.23%
YTD -0.23%
1 Y 16.70%
3 Y 16.32%
5 Y 13.21%
10 Y
SI Inception Date: 20171201
U.S. Equity Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees
As of 2026-03-31
QTD -3.22%
YTD -3.22%
1 Y 1.30%
3 Y 11.03%
5 Y 11.23%
10 Y 14.64%
SI Inception Date: 20090401
As of 2026-03-31
QTD 0.91%
YTD 0.91%
1 Y 4.29%
3 Y
5 Y
10 Y
SI Inception Date:
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Disclaimer

The information provided herein does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Past performance is no guarantee of future results. Information pertaining to Fiera pooled funds is not to be construed as a public offering of securities in any jurisdictions of Canada. The offering of units of Fiera pooled fund is made pursuant to the fund’s Trust Agreement and only to those investors in jurisdictions of Canada who meet certain eligibility or minimum purchase requirements. Important information about Fiera pooled funds, including a statement of the fund’s investment objective, is contained in its Trust Agreement, a copy of which may be obtained from Fiera Capital Corporation. Unit values and investment returns will fluctuate. Please read the Trust Agreement of the pooled funds before investing. All performance data assume reinvestment of all distributions or dividends and do not take into account other charges or income taxes payable by any unitholder that would have reduced returns. Pooled funds are not guaranteed, their values change frequently and past performance may not be repeated.