(As of 4/30/2020)

Sun GIF Solutions Fiera Global Equity Est Ser A

(Global Equity)






FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(5/4/2015)
9.12 %
YTD Return -3.75 %
NAVPS
(6/4/2020)
$16.08
Change ($0.12) / -0.73 %
Growth of $10,000 (As of April 30, 2020)
MER -
Assets ($mil) -
Rank (1Yr) 164/1375
Std Dev (3Yr) 11.68 %
Volatility Ranking (3Yr) 5/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End 5.00 %
Max Back End 5.50 %
Sales Status Open
 
Objective
The objective of the fund is to achieve over the longer term the highest possible return that is consistent with a fundamental investment philosophy through investment primarily in foreign equity securities and to provide long-term capital appreciation through a portfolio of broadly diversified securities, by region and industry, invested primarily in the U.S. and International markets.
Management Co.
Fiera Capital Corporation
Managers
Sun Life Global Investments (Canada) Inc.
 
Asset Allocation
(As of March 31, 2020)
Sector Allocation
(As of March 31, 2020)
Geographic Allocation
(As of March 31, 2020)
Top 10 Holdings
NameAssetSectorGeographicPercent
Fiera Global Equity FundInternational EquityMutual FundMulti-National100.00%

Performance Data (As of April 30, 2020)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 6.66 -5.17 0.46 -3.75 1.28 8.00 -    -   
Benchmark 8.64 -7.97 -3.08 -8.10 -2.16 4.84 7.40 10.56
Quartile Ranking 4 1 1 1 1 1 - -

Calendar Return (%) 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund 23.35 1.76 19.18 -0.70 -      -      -      -      -      -     
Benchmark 21.41 -1.79 16.29 5.18 16.88 13.97 32.40 13.73 -5.69 8.11
Quartile Ranking 1 1 1 3 - - - - - -

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