(As of 4/30/2024)

Sun GIF Solutions Fiera Global Equity Est Ser A

(Global Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2022
2021
2020
2019



Inception Return
(5/4/2015)
9.60 %
YTD Return 5.57 %
NAVPS
(5/28/2024)
$23.63
Change ($0.18) / -0.77 %
Growth of $10,000 (As of April 30, 2024)
MER 3.54 %
Assets ($mil) -
Rank (1Yr) 628/925
Std Dev (3Yr) 12.83 %
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load Choice of Front or No Load
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.
Fund Manager

Fiera Capital Corporation

Portfolio Manager

SLGI Asset Management Inc.

Sub-Advisor
Data not available
 
Asset Allocation
(As of March 31, 2024)
Sector Allocation
(As of March 31, 2024)
Geographic Allocation
(As of March 31, 2024)
Top 10 Holdings
NameAssetSectorGeographicPercent
Fiera Global Equity FundInternational EquityMutual FundMulti-National100.00%

Performance Data (As of April 30, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -3.52 2.95 12.73 5.57 9.44 6.11 8.35 -   
Benchmark -1.84 6.75 18.70 8.25 18.76 7.92 9.85 10.74
Quartile Ranking 4 4 3 3 3 1 1 -

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 13.49 -14.90 21.65 14.43 23.35 1.76 19.18 -0.70 -      -     
Benchmark 19.37 -12.64 17.62 13.15 21.41 -1.79 16.29 5.18 16.88 13.97
Quartile Ranking 2 3 1 1 1 1 1 3 - -

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