This strategy produces growing income and stable total returns through investment in real property across Canada comprising institutional grade, industrial, office, retail and multi-residential properties. Fiera Real Estate is the investment manager of the underlying real estate strategy. Core real estate is an attractive element of a multi-asset portfolio based on its investment characteristics, and its ability to stabilize portfolio performance and protect against inflation. This strategy is risk-managed within an Investment Policy that establishes exposure limits by asset size, debt, property type, region, tenant exposure and development.
- Inception Date
- Jul 1, 2013
- Assets Under Management ($M)
- $469 (As of Sep 30, 2021)
- $11.3443 (As of Dec 31, 2021)
- Last Distribution Paid ($)
- $0.1280 (Dec 31, 2021)
Monthly Performance as at December 31, 2021
|Jan.||Feb.||Mar.||Apr.||May||Jun.||Jul.||Aug.||Sep.||Oct.||Nov.||Dec.||Year / YTD|
|Net annualized return since inception||6.84|
|Year / YTD||0.58|
|Year / YTD||5.83|
|Year / YTD||5.00|
|Year / YTD||7.42|
|Year / YTD||6.61|
|Year / YTD||7.20|
|Year / YTD||7.95|
|Year / YTD||2.85|
|Year / YTD||15.22|
Net annualized return since inception
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.
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.