Prices and Performance

Performance

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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 2025-12-31 -1.19 -0.28 -0.28 3.81 -3.52 – Inception Date: 20180101
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 2025-12-31 0.52 4.54 4.54 5.83 2.52 – Inception Date: 20180101
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 2025-12-31 -0.18 3.44 3.44 5.28 0.04 – Inception Date: 20180101
Active and Strategic Fixed Income – Core Plus 2025-12-31 -0.05 3.63 3.63 5.69 – – Inception Date: 20220201
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 2025-12-31 -0.89 -0.43 -0.43 3.50 -3.23 – Inception Date: 20180701
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 2025-12-31 -0.08 2.76 2.76 3.75 -0.71 – Inception Date: 20171201
Active and Strategic Fixed Income – Strategic Laddered 2025-12-31 – – – – – – Inception Date: 20180101
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 2025-12-31 -1.23 -0.49 -0.49 3.84 -3.38 – Inception Date: 20180101
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 2025-12-31 -0.27 3.65 3.65 5.61 0.22 – Inception Date: 20180101
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 2025-12-31 1.20 10.18 10.18 16.18 11.65 13.37 Inception Date: 20130401
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 2025-12-31 2.55 12.48 12.48 16.07 13.91 12.60 Inception Date: 20130101
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 2025-12-31 2.70 15.72 15.72 14.52 14.01 11.28 Inception Date: 19920101
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 2025-12-31 4.88 20.68 20.68 16.89 15.26 – Inception Date: 20190101
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 2025-12-31 2.53 12.85 12.85 16.34 13.82 – Inception Date: 20170101
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 2025-12-31 5.04 21.86 21.86 18.42 14.63 – Inception Date: 20171201
Cash in Action 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. 2025-12-31 0.63 2.84 2.84 4.15 2.90 2.00 Inception Date: 20130401
Diversified Equity 2025-12-31 0.51 12.23 12.23 – – – Inception Date:
Fiera Apex Global Equity 2025-12-31 – – – – – – Inception Date:
Fiera Apex Global Equity 2025-12-31 – – – – – – Inception Date:
Fiera Apex International Equity 2025-12-31 – – – – – – Inception Date: 20111001
Fiera Apex U.S. Equity Core 2025-12-31 – – – – – – Inception Date: 20160101
Fiera Apex U.S. Equity Small/Mid Cap 2025-12-31 – – – – – – Inception Date: 20221101
Fiera Atlas Global Companies 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. 2025-12-31 -1.89 4.46 4.46 11.80 5.83 – Inception Date: 20170330
Fiera Balanced Ethical 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: 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.   2025-12-31 0.58 6.53 6.53 9.70 8.38 8.49 Inception Date: 19930401
Fiera Balanced Growth 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: 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. 2025-12-31 0.06 3.38 3.38 7.23 3.92 5.72 Inception Date: 19970201
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 2025-12-31
QTD -1.19%
YTD -0.28%
1 Y -0.28%
3 Y 3.81%
5 Y -3.52%
10 Y –
SI Inception Date: 20180101
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 2025-12-31
QTD 0.52%
YTD 4.54%
1 Y 4.54%
3 Y 5.83%
5 Y 2.52%
10 Y –
SI Inception Date: 20180101
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 2025-12-31
QTD -0.18%
YTD 3.44%
1 Y 3.44%
3 Y 5.28%
5 Y 0.04%
10 Y –
SI Inception Date: 20180101
Active and Strategic Fixed Income – Core Plus
As of 2025-12-31
QTD -0.05%
YTD 3.63%
1 Y 3.63%
3 Y 5.69%
5 Y –
10 Y –
SI Inception Date: 20220201
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 2025-12-31
QTD -0.89%
YTD -0.43%
1 Y -0.43%
3 Y 3.50%
5 Y -3.23%
10 Y –
SI Inception Date: 20180701
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 2025-12-31
QTD -0.08%
YTD 2.76%
1 Y 2.76%
3 Y 3.75%
5 Y -0.71%
10 Y –
SI Inception Date: 20171201
Active and Strategic Fixed Income – Strategic Laddered
As of 2025-12-31
QTD –
YTD –
1 Y –
3 Y –
5 Y –
10 Y –
SI Inception Date: 20180101
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 2025-12-31
QTD -1.23%
YTD -0.49%
1 Y -0.49%
3 Y 3.84%
5 Y -3.38%
10 Y –
SI Inception Date: 20180101
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 2025-12-31
QTD -0.27%
YTD 3.65%
1 Y 3.65%
3 Y 5.61%
5 Y 0.22%
10 Y –
SI Inception Date: 20180101
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 2025-12-31
QTD 1.20%
YTD 10.18%
1 Y 10.18%
3 Y 16.18%
5 Y 11.65%
10 Y 13.37%
SI Inception Date: 20130401
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 2025-12-31
QTD 2.55%
YTD 12.48%
1 Y 12.48%
3 Y 16.07%
5 Y 13.91%
10 Y 12.60%
SI Inception Date: 20130101
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 2025-12-31
QTD 2.70%
YTD 15.72%
1 Y 15.72%
3 Y 14.52%
5 Y 14.01%
10 Y 11.28%
SI Inception Date: 19920101
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 2025-12-31
QTD 4.88%
YTD 20.68%
1 Y 20.68%
3 Y 16.89%
5 Y 15.26%
10 Y –
SI Inception Date: 20190101
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 2025-12-31
QTD 2.53%
YTD 12.85%
1 Y 12.85%
3 Y 16.34%
5 Y 13.82%
10 Y –
SI Inception Date: 20170101
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 2025-12-31
QTD 5.04%
YTD 21.86%
1 Y 21.86%
3 Y 18.42%
5 Y 14.63%
10 Y –
SI Inception Date: 20171201
Cash in Action 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 2025-12-31
QTD 0.63%
YTD 2.84%
1 Y 2.84%
3 Y 4.15%
5 Y 2.90%
10 Y 2.00%
SI Inception Date: 20130401
Diversified Equity
As of 2025-12-31
QTD 0.51%
YTD 12.23%
1 Y 12.23%
3 Y –
5 Y –
10 Y –
SI Inception Date:
Fiera Apex Global Equity
As of 2025-12-31
QTD –
YTD –
1 Y –
3 Y –
5 Y –
10 Y –
SI Inception Date:
Fiera Apex Global Equity
As of 2025-12-31
QTD –
YTD –
1 Y –
3 Y –
5 Y –
10 Y –
SI Inception Date:
Fiera Apex International Equity
As of 2025-12-31
QTD –
YTD –
1 Y –
3 Y –
5 Y –
10 Y –
SI Inception Date: 20111001
Fiera Apex U.S. Equity Core
As of 2025-12-31
QTD –
YTD –
1 Y –
3 Y –
5 Y –
10 Y –
SI Inception Date: 20160101
Fiera Apex U.S. Equity Small/Mid Cap
As of 2025-12-31
QTD –
YTD –
1 Y –
3 Y –
5 Y –
10 Y –
SI Inception Date: 20221101
Fiera Atlas Global Companies 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 2025-12-31
QTD -1.89%
YTD 4.46%
1 Y 4.46%
3 Y 11.80%
5 Y 5.83%
10 Y –
SI Inception Date: 20170330
Fiera Balanced Ethical 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: 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 2025-12-31
QTD 0.58%
YTD 6.53%
1 Y 6.53%
3 Y 9.70%
5 Y 8.38%
10 Y 8.49%
SI Inception Date: 19930401
Fiera Balanced Growth 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: 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 2025-12-31
QTD 0.06%
YTD 3.38%
1 Y 3.38%
3 Y 7.23%
5 Y 3.92%
10 Y 5.72%
SI Inception Date: 19970201
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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.