The strategy is designed to generate additional return over time by building a diversified exposure to traditional and alternative credit, including high yield bonds, commercial mortagages, diversified private loans and real assets. The investment strategy is built to optimize both the Core and the Plus components of the Core Plus portfolio, by taking advantage of a sophisticated credit allocation process in order to achieve superior risk-adjusted returns. Moreover, the strategy allows for tactical short-term deviations from the long term target allocation in order to fully take advantage of market opportunities, both in the Core and Plus components of the portfolio. The strategy aims at delivering a yield-to-maturity that is more than 1% higher than the FTSE Canada Universe benchmark index, with reduced volatility in portfolio returns.
Why Invest in this Strategy
- Holistic approach designed to optimize all components of the strategy
- Superior value added objective compared to traditional mandates
- Minimum volatility and tracking error versus market benchmark
- Well-diversified sources of traditional and alternative credit exposure
- Continuous and rigorous risk management through disciplined investment process
- Inception Date
- Dec 18, 2019
Charles Lefebvre CFA, FRM
Tan Vu Nguyen ASA, CFA
Jean-Guy Mérette BBA
Olivier Audette Génier MSc, CFA
Nicolas Vaugeois MSc, CFA
Alexandre Cousineau MSc, CFA, CAIA
Kon-Yu Lau CFA, FRM
Imran Chaudhry CFA
Peter G. Osborne HBA, MA, CFA
They are supported by 4 analysts. They also draw on the expertise of the entire fixed income team, which boasts two distinct trading desks in Montreal and Toronto. Investment decisions are made by consensus amongst the investment team.
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.