Integrated Fixed Income – Short/Mid-Term

Strategy Overview

Investment Strategy

Through a combination of top-down and bottom-up analysis, with an emphasis on credit research, this strategy focuses on capital preservation within a risk-controlled environment. The management team uses the anticipation of economic cycles and themes combined with a strong focus on credit spread and aims to improve the risk/return profile of Canadian Universe portfolios by structuring a lower duration portfolio focused on corporate and provincial sectors in order to generate a superior yield. The flexible multi-strategy approach is designed to add value to market returns primarily through interest rate anticipation, yield curve strategies and sector and securities selection, all while applying an ethical filter in the selection of high quality bonds.

Why Invest in this Strategy

  • Experienced fixed income team working together for close to 20 years with specialized credit sector responsibilities
  • Flexible multi-strategy approach with an emphasis on credit research and issuer selection to reduce risk
  • Reduced exposure to interest rate risk by having a lower duration than more traditional benchmarks, given the prospect of an eventual increase in interest rate
  • The portfolio’s bias towards yield-generating securities represents a compelling tool in low or rising interest rate environments
  • Focus on combining consistent returns and maintaining an attractive current yield within an active risk management style

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.