Strategy Overview
Strategy Description
The Diversified Equity Fund is a diversified, multi-asset investment solution, combining active management across public and private markets with a global tactical asset allocation approach. It aims to deliver balanced returns through a mix of capital appreciation and income, while maintaining liquidity through public market allocation complemented by an exposure to Private Markets through the Private Equity Asset Class
Built on a disciplined, top-down quantitative process, the strategy leverages proprietary macroeconomic risk models to identify attractive opportunities and optimize asset allocation. Ethical considerations are integrated across all investments, aligning the portfolio with sustainability standards.
Key Differentiators
- Optimized and diversified investment solution managed by the Multi-Asset Class Solutions (MACS) Team
- Underlying active investment management across Public and Private markets
- Exposure to Private Markets through the Private Equity Asset Class
- All underlying investment strategies apply strong considerations towards Environmental, Social, and Governance (ESG) factors
Highlights
- Inception Date
- October 1, 2024
- Assets Under Management ($M)
- $181 (As of March 31, 2026)
- Price
- $12.4112 (As of July 3, 2026)
- Last Distribution Paid ($)
- $0.0364 (June 30, 2026)
Investment Team
The Multi-Asset Class Solutions (MACS) Team builds strategic asset allocation using a comprehensive top-down quantitative investment process to create efficient solutions to meet investors’ objectives. Our proprietary macroeconomic risk factor model is the core of our asset allocation framework to identify attractive risk premiums and risk budgeting across asset classes. Underlying investment strategies are selected from our investment platform with aim of deliverying superior risk-adjusted returns. The team has a depth of expertise in portfolio management, financial engineering, and quantitative analytics to deliver superior client outcomes and services.
The team is supported by five analysts, and they combine expertise and experience in financial engineering and quantitative finance to deliver superior client outcomes and service.
Additional Strategies
Managed by the Team
Documents
Important Disclosures
Nothing on this website should be viewed as a recommendation, offer or solicitation to buy or sell any security or investment and does not constitute investment, legal, tax or accounting advice. Services are offered only to qualified investors and only in accordance with applicable laws and regulations in each relevant jurisdiction. Information is believed to be accurate as of the publication date but may change without notice; no warranty is provided, and Fiera Capital and its affiliates disclaim liability for its use.
Past performance is not a guarantee of future results. Inherent in any investment is the potential for loss. Target returns are aspirational, forward-looking and do not represent actual performance. There is no guarantee that such performance will be achieved, and actual results may vary substantially. Metrics (e.g., exposures, ratios, characteristics) are for reference only and may not capture all relevant factors. Different metrics may lead to materially different conclusions; Any specific holdings mentioned are for illustration only, and may not represent the full portfolio, past holdings, or future positions. Indices are unmanaged, not investable, and do not reflect fees or expenses. Index comparisons are provided for context and portfolio holdings may differ significantly from those of any index; All investment strategies involve risks, including market, economic, financial, operational, liquidity, valuation, and regulatory risks. Certain strategies may use leverage, derivatives, or concentrated exposures, which can increase volatility and risk of loss; No strategy, diversification approach, or risk management technique can eliminate risk, or guarantee returns in all market environments; Investors should review relevant governing documents and consult their own advisers before making investment decisions.
Environmental, social, governance (“ESG”) or impact related goals, commitments, or initiatives referenced on this website are voluntary, may not apply uniformly across strategies, and may be modified or discontinued at Fiera Capital’s discretion. ESG-related processes do not guarantee any specific investment outcome.