Formerly: Fiera CGOV Balanced Fund
The Fiera Balanced Growth strategy combines Fiera Capital’s best-in-class investment strategies with the expertise of our in-house strategic asset allocation and tactical asset allocation teams. The objective of the fund is to provide long-term growth with income generation and capital preservation. The fund invests in a globally balanced portfolio of 60% Capital Appreciation and 40% Income. The core of the Capital Appreciation component is a high conviction equities portfolio that limits itself to a maximum of 25 holdings with a focus on companies that have sustainable management practices, business drivers, valuations and alignment with shareholders. The fund also takes advantage of non-traditional investment opportunities such as alternative lending, real assets and private equities for the benefit of return and income enhancement as well as risk diversification.
Why Invest in this Strategy
- Long-term investing ensures emphasis on high quality, best of breed companies and consistency of performance
- Strong disciplined approach and an experienced management team
- Rigorous research ensures in-depth knowledge of the companies within the strategy and consistent success of our approach
- High conviction focused portfolio with diversified sources of alpha
- Broad universe of potential investment opportunities
- High degree of capital preservation during falling markets
- Inception Date
- Feb 1, 1997
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Annualized as at September 30, 2022
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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.
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.