The strategy is a high conviction portfolio that limits itself to a maximum of 25 holdings. The foundation of our investment strategy incorporates our own ESG analysis and focuses on companies that have sustainable management practices, sustainable business drivers, sustainable valuations, and sustainable alignment with stakeholders. Portfolio companies have resilient economic moats and are able to earn high Returns on Invested Capital to compound wealth over time. We believe superior and sustainable long term returns are achieved by building a diversified portfolio that protects capital on the downside.
Why Invest in this Strategy
- Long term focused portfolio with low turnover
- High degree of capital preservation during falling markets
- Rigorous downside stress test analysis
- Nimble in our ability to invest in companies of all sizes
- Actively manage position sizes to benefit from price dislocations
- nvestment team invests alongside clients
- Inception Date
- Apr 1, 1999
- Assets Under Management ($M)
- $1,120 (As of Mar 31, 2022)
- $36.6460 (As of Sep 23, 2022)
- Last Distribution Paid ($)
- $0.1587 (Jun 30, 2022)
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Annualized as at June 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
Customized benchmark: 35% S&P/TSX Composite, 65% MSCI World
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.