Strategy Overview
Investment Approach
The Fiera Apex U.S. Equity Core strategy looks to identify and invest in high-quality, stable and resilient companies that demonstrate the financial strength and ability to consistently increase dividends. Portfolio holdings are analyzed for the attractiveness of their business models and their underlying fundamental metrics such as the return on their invested capital. The investment universe is filtered to concentrate on those companies with the highest 3-year and 5-year dividend growth rate, and those with the highest ratios of return on invested capital.
Key Characteristics
- Focused on high quality companies with attractive industry dynamics, sustainable competitive advantages and management teams who have demonstrated a commitment to shareholder value creation
- Balancing both dividend growth and income growth, the strategy strives to provide investors an attractive real yield (inflation adjusted), which can be challenging to find in fixed income investments with treasury yields at all-time lows
- Stable team with over 25 years of industry experience on average
- Demonstrated investment methodology, and a rigorous process designed to deliver strong capital appreciation over time and stability in down‑markets
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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