Strategy Overview
Investment Approach
The investment objective of the strategy is to generate optimized, stable returns through a diversified, global, multi-credit portfolio, primarily by leveraging various investment teams, track records and strategies that exist under the Fiera Capital Private Markets investment platform. The strategy seeks to capture the dislocation in traditional banking dynamics via investments across geographies and multiple sectors of activity, including residential and commercial real estate lending, lower and middle market corporate lending, other asset based and specialty lending.
Key Characteristics
- A One-Stop Multi-Manager Solution: Gain exposure to a well-diversified multi-strategy portfolio of in-house investment teams in the private credit space
- Portfolio Management Benefits: Generate the most favorable risk-adjusted return through an optimized portfolio solution
- Access to Investment Specialists: Leverage the vast expertise of Fiera Capital Private Markets professionals
- Extensive Research and Due Diligence: Active and ongoing monitoring of the quality of the underlying strategy teams, process, and investments
- Macroeconomic Expertise: Identify strategic opportunities across asset classes, regions, and sectors where long term opportunities exist
- Diversification Benefits: Reduce total portfolio risk due to low correlation to traditional asset classes
- Compelling Income Generation: Benefit from a strong and stable income stream further supported by the illiquidity premium achieved in private markets
- Disciplined Investment Process: Robust governance, risk management and portfolio monitoring discipline
Disclaimer
Please read the simplified prospectus before investing. The amount of risk associated with any particular investment depends largely on your own personal circumstances including your time horizon, liquidity needs, portfolio size, income, investment knowledge and attitude toward price fluctuations. Investors should consult their financial advisor before making a decision as to whether this fund is a suitable investment for them.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual 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 mutual fund or returns on investment in the mutual fund. 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.
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