(As of 12/31/2021)

FMOQ Conservative Balanced Fund

(Global Fixed Income Balanced)






FundGrade A+® Rating recipient
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Inception Return
(4/5/2013)
4.67 %
YTD Return 6.31 %
NAVPS
(1/19/2022)
$12.17
Change ($0.02) / -0.13 %
Growth of $10,000 (As of December 31, 2021)
MER 1.09 %
Assets ($mil) $337.41
Rank (1Yr) 74/765
Std Dev (3Yr) 6.06 %
Volatility Ranking (3Yr) 2/10
RRSP Eligibility No
Load No Load
Max Front End -
Max Back End -
Sales Status Restricted
 
Objective
The FMOQ Conservative Balanced Fund aims to provide both a reasonable income and capital appreciation in the long term.
Fund Manager

Société de gérance des Fonds FMOQ inc.

Portfolio Manager

Robert Auger, Société de gestion privée des Fonds FMOQ Inc

Martin Vallée, Société de gestion privée des Fonds FMOQ Inc

Sub-Advisor

Fiera Capital Corporation

 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of December 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.98 2.42 2.61 6.31 6.31 6.72 4.46 -   
Benchmark -0.60 0.27 2.03 -0.49 -0.49 4.89 4.80 6.72
Quartile Ranking 1 2 2 1 1 2 2 -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 6.31 4.34 9.57 -1.70 4.09 5.29 2.32 7.31 -      -     
Benchmark -0.49 9.09 6.31 5.53 3.81 0.39 16.91 11.35 10.49 4.94
Quartile Ranking 1 4 2 2 3 1 3 3 - -

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