Balanced Ethical

Formerly: Balanced Endowment, Foundation and Trust (EFT) Fund

Strategy Overview

Investment Strategy

The Endowment, Foundation and Trust (EFT) strategy seeks to add value within a risk controlled environment in each of its underlying asset classes as well as through active asset allocation, while giving consideration to Environmental, Social and Governance (ESG) indicators. The strategy combines our Canadian Equity Core, Active And Strategic Fixed Income and U.S. and International Equity strategies with the extensive expertise of our in-house asset allocation team in building a well diversified portfolio capable of delivering superior returns across all market environments.

Underlying Strategies

The cornerstone of our Active Fixed Income strategy is extensive fundamental internal research, independent of sell-side analysis and credit rating agencies, which is applied to portfolios through the use of a multi-strategy approach capable of outperforming throughout the business cycle, with a volatility similar to that of the market.

Fiera Capital’s Canadian Equity Core strategy employs a fundamental core style, allowing participation in both the value and the growth areas of the market. The portfolio consist of large and small/mid cap securities with no extremes in either style bias or individual security positions.

Only our best and highest conviction ideas are selected for our U.S. and International Equity strategies, a research-focused approach that identifies best of breed companies with a sustainable competitive advantage and growth potential, trading at attractive valuations.


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.