Performance
Prices and Performance
| Strategy name | As of | QTD | YTD | 1 Y | 3 Y | 5 Y | 10 Y | SI |
|---|---|---|---|---|---|---|---|---|
| Active and Strategic Fixed Income – Active Long 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 | -0.76 | 1.81 | 1.81 | -4.38 | -1.04 | – | Inception Date: 2018-01-01 | |
| Active and Strategic Fixed Income – Active 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 | 0.86 | 6.72 | 6.72 | 2.80 | 2.76 | – | Inception Date: 2018-01-01 | |
| Active and Strategic Fixed Income – Active 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 | -0.11 | 5.00 | 5.00 | -0.25 | 1.36 | – | Inception Date: 2018-01-01 | |
| Active and Strategic Fixed Income – Core Plus | 0.06 | 5.01 | 5.01 | – | – | – | Inception Date: 2022-02-01 | |
| Active and Strategic Fixed Income – Relative Value Long 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 | -0.73 | 1.60 | 1.60 | -4.29 | -0.69 | – | Inception Date: 2018-07-01 | |
| Active and Strategic Fixed Income – Relative Value 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 | -0.93 | 3.16 | 3.16 | -1.42 | 0.84 | – | Inception Date: 2017-12-01 | |
| Active and Strategic Fixed Income – Strategic Laddered | – | – | – | – | – | – | Inception Date: 2018-01-01 | |
| Active and Strategic Fixed Income – Strategic Long 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 | -0.62 | 1.86 | 1.86 | -4.15 | -1.00 | – | Inception Date: 2018-01-01 | |
| Active and Strategic Fixed Income – Strategic 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 | -0.03 | 5.53 | 5.53 | -0.09 | 1.58 | – | Inception Date: 2018-01-01 | |
| All Country World 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 | 3.33 | 21.99 | 21.99 | 7.92 | 13.28 | 14.57 | Inception Date: 2013-04-01 | |
| Balanced Core 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. | 1.39 | 12.96 | 12.96 | 5.50 | 8.54 | 8.27 | Inception Date: 1988-01-01 | |
| Balanced 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 Current benchmark: 5% FTSE Canada 91 Day T-Bill Index, 10% FTSE Canada Short Term Bond Index, 10% FTSE Canada Universe Bond Index, 30% S&P/TSX Composite Index, 15% S&P 500 Index (CAD), 15% MSCI EAFE Index (CAD), 15% FTSE Canada 91 Day T-Bill Index +5%. The benchmark has been modified over time. | 1.14 | 12.40 | 12.40 | 6.35 | 9.08 | 8.54 | Inception Date: 1993-04-01 | |
| Balanced Growth 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: 15% (50% FTSE Canada Short Term Bond Index / 50% FTSE Canada Mid Term Bond Index), 25% FTSE Canada 91 Day T-Bill Index + 4%, 55% (65% MSCI ACWI Index / 35% S&P/TSX Composite Index), 5% MSCI World Index. The benchmark has been modified over time. | 0.66 | 10.68 | 10.68 | 1.89 | 5.56 | 6.18 | Inception Date: 1997-02-01 | |
| Balanced Integrated 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: 2% FTSE Canada 91 Day T-Bill Index, 36% FTSE Canada Universe Bond Index, 35% S&P TSX Composite Index, 27% MSCI ACWI (Net). The benchmark has been modified over time. | 1.46 | 13.10 | 13.10 | 5.49 | 8.53 | 8.32 | Inception Date: 2013-04-01 | |
| 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 | 1.15 | 20.33 | 20.33 | 11.67 | 13.04 | 11.25 | Inception Date: 2013-01-01 | |
| Canadian Equity – Core 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 | 0.86 | 17.27 | 17.27 | 9.14 | 11.80 | 9.35 | Inception Date: 1992-01-01 | |
| Canadian Equity – Small Capitalization 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: BMO Nesbitt Burns Small-Cap Index until August 2007 and S&P/TSX Small-Cap Index since then. | 1.41 | 15.30 | 15.30 | 3.62 | 9.68 | 6.34 | Inception Date: 1989-01-01 | |
| Canadian Equity – Small Capitalization “Core” 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 | 3.26 | 17.85 | 17.85 | 0.30 | 8.80 | 7.23 | Inception Date: 1987-01-01 | |
| Canadian Equity Dividend 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 | 0.79 | 18.65 | 18.65 | 10.00 | 11.21 | – | Inception Date: 2019-01-01 | |
| Canadian Equity Ethical Fossil Fuel Free 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 Custom Fossil Fuel Free Benchmark: Estimated performance of the S&P/TSX Index excluding the Energy and Utilities sectors according to the GICS classification methodology | 1.06 | 21.19 | 21.19 | 11.38 | 13.31 | – | Inception Date: 2017-01-01 | |
| Canadian Equity Low Beta 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 | 0.71 | 22.06 | 22.06 | 10.95 | 11.08 | – | Inception Date: 2017-12-01 | |
| Cash in Action Strategy Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Pooled fund performance, gross of management fees. | 1.00 | 4.60 | 4.60 | 3.85 | 2.47 | 1.79 | Inception Date: 2013-04-01 | |
| Fiera Atlas Global Companies Strategy 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. | 1.99 | 10.62 | 10.62 | 1.73 | 12.05 | – | Inception Date: 2017-03-30 | |
| 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. | 1.17 | 1.17 | 5.54 | 5.45 | 5.13 | 5.99 | Inception Date: 2008-04-01 | |
| 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. | 0.79 | 0.79 | 2.83 | 2.52 | 4.17 | – | Inception Date: 2019-06-01 |
Active and Strategic Fixed Income – Active Long 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 | 2024-12-31 |
|---|---|
| QTD | -0.76% |
| YTD | 1.81% |
| 1 Y | 1.81% |
| 3 Y | -4.38% |
| 5 Y | -1.04% |
| 10 Y | – |
| SI | Inception Date: 2018-01-01 |
Active and Strategic Fixed Income – Active 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 | 2024-12-31 |
|---|---|
| QTD | 0.86% |
| YTD | 6.72% |
| 1 Y | 6.72% |
| 3 Y | 2.80% |
| 5 Y | 2.76% |
| 10 Y | – |
| SI | Inception Date: 2018-01-01 |
Active and Strategic Fixed Income – Active 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 | 2024-12-31 |
|---|---|
| QTD | -0.11% |
| YTD | 5.00% |
| 1 Y | 5.00% |
| 3 Y | -0.25% |
| 5 Y | 1.36% |
| 10 Y | – |
| SI | Inception Date: 2018-01-01 |
| As of | 2024-12-31 |
|---|---|
| QTD | 0.06% |
| YTD | 5.01% |
| 1 Y | 5.01% |
| 3 Y | – |
| 5 Y | – |
| 10 Y | – |
| SI | Inception Date: 2022-02-01 |
Active and Strategic Fixed Income – Relative Value Long 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 | 2024-12-31 |
|---|---|
| QTD | -0.73% |
| YTD | 1.60% |
| 1 Y | 1.60% |
| 3 Y | -4.29% |
| 5 Y | -0.69% |
| 10 Y | – |
| SI | Inception Date: 2018-07-01 |
Active and Strategic Fixed Income – Relative Value 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 | 2024-12-31 |
|---|---|
| QTD | -0.93% |
| YTD | 3.16% |
| 1 Y | 3.16% |
| 3 Y | -1.42% |
| 5 Y | 0.84% |
| 10 Y | – |
| SI | Inception Date: 2017-12-01 |
| As of | 2024-12-31 |
|---|---|
| QTD | – |
| YTD | – |
| 1 Y | – |
| 3 Y | – |
| 5 Y | – |
| 10 Y | – |
| SI | Inception Date: 2018-01-01 |
Active and Strategic Fixed Income – Strategic Long 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 | 2024-12-31 |
|---|---|
| QTD | -0.62% |
| YTD | 1.86% |
| 1 Y | 1.86% |
| 3 Y | -4.15% |
| 5 Y | -1.00% |
| 10 Y | – |
| SI | Inception Date: 2018-01-01 |
Active and Strategic Fixed Income – Strategic 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 | 2024-12-31 |
|---|---|
| QTD | -0.03% |
| YTD | 5.53% |
| 1 Y | 5.53% |
| 3 Y | -0.09% |
| 5 Y | 1.58% |
| 10 Y | – |
| SI | Inception Date: 2018-01-01 |
All Country World 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 | 2024-12-31 |
|---|---|
| QTD | 3.33% |
| YTD | 21.99% |
| 1 Y | 21.99% |
| 3 Y | 7.92% |
| 5 Y | 13.28% |
| 10 Y | 14.57% |
| SI | Inception Date: 2013-04-01 |
Balanced Core
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 | 2024-12-31 |
|---|---|
| QTD | 1.39% |
| YTD | 12.96% |
| 1 Y | 12.96% |
| 3 Y | 5.50% |
| 5 Y | 8.54% |
| 10 Y | 8.27% |
| SI | Inception Date: 1988-01-01 |
Balanced 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
Current benchmark: 5% FTSE Canada 91 Day T-Bill Index, 10% FTSE Canada Short Term Bond Index, 10% FTSE Canada Universe Bond Index, 30% S&P/TSX Composite Index, 15% S&P 500 Index (CAD),
15% MSCI EAFE Index (CAD), 15% FTSE Canada 91 Day T-Bill Index +5%. The benchmark has been modified over time.
| As of | 2024-12-31 |
|---|---|
| QTD | 1.14% |
| YTD | 12.40% |
| 1 Y | 12.40% |
| 3 Y | 6.35% |
| 5 Y | 9.08% |
| 10 Y | 8.54% |
| SI | Inception Date: 1993-04-01 |
Balanced Growth
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: 15% (50% FTSE Canada Short Term Bond Index / 50% FTSE Canada Mid Term Bond Index), 25% FTSE Canada 91 Day T-Bill Index + 4%, 55% (65% MSCI ACWI Index / 35% S&P/TSX Composite Index), 5% MSCI World Index. The benchmark has been modified over time.
| As of | 2024-12-31 |
|---|---|
| QTD | 0.66% |
| YTD | 10.68% |
| 1 Y | 10.68% |
| 3 Y | 1.89% |
| 5 Y | 5.56% |
| 10 Y | 6.18% |
| SI | Inception Date: 1997-02-01 |
Balanced Integrated
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: 2% FTSE Canada 91 Day T-Bill Index, 36% FTSE Canada Universe Bond Index, 35% S&P TSX Composite Index, 27% MSCI ACWI (Net). The benchmark has been modified over time.
| As of | 2024-12-31 |
|---|---|
| QTD | 1.46% |
| YTD | 13.10% |
| 1 Y | 13.10% |
| 3 Y | 5.49% |
| 5 Y | 8.53% |
| 10 Y | 8.32% |
| SI | Inception Date: 2013-04-01 |
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 | 2024-12-31 |
|---|---|
| QTD | 1.15% |
| YTD | 20.33% |
| 1 Y | 20.33% |
| 3 Y | 11.67% |
| 5 Y | 13.04% |
| 10 Y | 11.25% |
| SI | Inception Date: 2013-01-01 |
Canadian Equity – Core
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 | 2024-12-31 |
|---|---|
| QTD | 0.86% |
| YTD | 17.27% |
| 1 Y | 17.27% |
| 3 Y | 9.14% |
| 5 Y | 11.80% |
| 10 Y | 9.35% |
| SI | Inception Date: 1992-01-01 |
Canadian Equity – Small Capitalization
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: BMO Nesbitt Burns Small-Cap Index until August 2007 and S&P/TSX Small-Cap Index since then.
| As of | 2024-12-31 |
|---|---|
| QTD | 1.41% |
| YTD | 15.30% |
| 1 Y | 15.30% |
| 3 Y | 3.62% |
| 5 Y | 9.68% |
| 10 Y | 6.34% |
| SI | Inception Date: 1989-01-01 |
Canadian Equity – Small Capitalization “Core”
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 | 2024-12-31 |
|---|---|
| QTD | 3.26% |
| YTD | 17.85% |
| 1 Y | 17.85% |
| 3 Y | 0.30% |
| 5 Y | 8.80% |
| 10 Y | 7.23% |
| SI | Inception Date: 1987-01-01 |
Canadian Equity Dividend
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 | 2024-12-31 |
|---|---|
| QTD | 0.79% |
| YTD | 18.65% |
| 1 Y | 18.65% |
| 3 Y | 10.00% |
| 5 Y | 11.21% |
| 10 Y | – |
| SI | Inception Date: 2019-01-01 |
Canadian Equity Ethical Fossil Fuel Free
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
Custom Fossil Fuel Free Benchmark: Estimated performance of the S&P/TSX Index excluding the Energy and Utilities sectors according to the GICS classification methodology
| As of | 2024-12-31 |
|---|---|
| QTD | 1.06% |
| YTD | 21.19% |
| 1 Y | 21.19% |
| 3 Y | 11.38% |
| 5 Y | 13.31% |
| 10 Y | – |
| SI | Inception Date: 2017-01-01 |
Canadian Equity Low Beta
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 | 2024-12-31 |
|---|---|
| QTD | 0.71% |
| YTD | 22.06% |
| 1 Y | 22.06% |
| 3 Y | 10.95% |
| 5 Y | 11.08% |
| 10 Y | – |
| SI | Inception Date: 2017-12-01 |
Cash in Action Strategy
Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss.
Pooled fund performance, gross of management fees.
| As of | 2024-12-31 |
|---|---|
| QTD | 1.00% |
| YTD | 4.60% |
| 1 Y | 4.60% |
| 3 Y | 3.85% |
| 5 Y | 2.47% |
| 10 Y | 1.79% |
| SI | Inception Date: 2013-04-01 |
Fiera Atlas Global Companies Strategy
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 | 2024-12-31 |
|---|---|
| QTD | 1.99% |
| YTD | 10.62% |
| 1 Y | 10.62% |
| 3 Y | 1.73% |
| 5 Y | 12.05% |
| 10 Y | – |
| SI | Inception Date: 2017-03-30 |
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 | 2025-02-28 |
|---|---|
| QTD | 1.17% |
| YTD | 1.17% |
| 1 Y | 5.54% |
| 3 Y | 5.45% |
| 5 Y | 5.13% |
| 10 Y | 5.99% |
| SI | Inception Date: 2008-04-01 |
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 | 2025-02-28 |
|---|---|
| QTD | 0.79% |
| YTD | 0.79% |
| 1 Y | 2.83% |
| 3 Y | 2.52% |
| 5 Y | 4.17% |
| 10 Y | – |
| SI | Inception Date: 2019-06-01 |
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.