Multi-Strategy Income

Strategy Overview

Investment Strategy

The strategy will invest in a broad range of assets including global developed and emerging market bonds, corporate and high yield bonds, preferred shares, REITs and private alternatives including private lending, agriculture, infrastructure and real estate.

The diversifying sources of return will result in an enhanced risk/return profile relative to traditional fixed income. The investment objective is to provide 5% annualized total return with low correlation to fixed income and equity indices while keeping a short duration. Importantly, the strategy integrates a full ESG and Responsible Investment framework which is carried out for every investment in the portfolio.

Based on the risk and return outlook of each asset class, the investment team actively manages the strategy by investing in the optimal portfolio to achieve the investment objective. Security selection is based on fundamental analysis combining top-down and bottom-up analysis. Credit risk is minimized through the portfolio’s broad risk diversification, capital structure hierarchy risk analysis and active management.

Why Invest in this Strategy

  • Higher yielding solution in today’s low interest rate environment
  • Investment in a broad range of assets to diversify sources of return
  • Aims to limit downside risk through a diversified portfolio of revenue generating traditional and alternative investments
  • Low duration solution which aims to offer better protection against interest rate increases
  • Targets enhanced diversification through low correlation with traditional asset classes

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.