(As of 2/28/2023)

Canoe Canadian Small Mid Cap Portfolio Cl Ser D

(Canadian Small/Mid Cap Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here






Inception Return
(11/30/1986)
11.13 %
YTD Return 2.57 %
NAVPS
(3/24/2023)
$139.51
Change ($0.11) / -0.08 %
Growth of $10,000 (As of February 28, 2023)
MER 1.70 %
Assets ($mil) -
Rank (1Yr) 68/227
Std Dev (3Yr) 22.13 %
Volatility Ranking (3Yr) 10/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The objective of the Fiera Capital Equity Growth Fund (the Fund ) is to provide long-term capital growth by investing primarily in equity securities of small to medium sized Canadian companies.
Fund Manager

Canoe Financial LP

Portfolio Manager

Sajan Bedi, Canoe Financial LP

Robert Taylor, Canoe Financial LP

Sub-Advisor
Data not available
 
Asset Allocation
(As of February 28, 2023)
Sector Allocation
(As of February 28, 2023)
Geographic Allocation
(As of February 28, 2023)
Top 10 Holdings
NameAssetSectorGeographicPercent
Storagevault Canada IncCanadian EquityReal EstateCanada4.24%
Uni-Select IncCanadian EquityConsumer GoodsCanada3.91%
ATS CorpCanadian EquityConsumer GoodsCanada3.80%
Andlauer Healthcare Group IncCanadian EquityHealthcareCanada3.33%
Stantec IncCanadian EquityReal EstateCanada3.01%
Definity Financial CorpCanadian EquityFinancial ServicesCanada2.95%
iA Financial Corp IncCanadian EquityFinancial ServicesCanada2.92%
Colliers International Group IncCanadian EquityReal EstateCanada2.86%
Ashland Global Holdings IncUS EquityBasic MaterialsUnited States2.71%
Tourmaline Oil CorpCanadian EquityEnergyCanada2.64%

Performance Data (As of February 28, 2023)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.61 -1.93 4.50 2.57 -2.85 14.85 9.95 9.33
Benchmark -3.63 3.02 5.71 4.95 -8.79 13.87 5.57 4.78
Quartile Ranking 2 4 2 4 2 1 1 1

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -7.07 26.84 17.92 26.55 -13.34 -1.40 12.79 0.11 9.99 32.08
Benchmark -9.29 20.27 12.87 15.84 -18.17 2.75 38.48 -13.31 -2.34 7.60
Quartile Ranking 2 2 2 1 2 4 4 2 2 3

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