(As of 5/31/2022)

Sun GIF Solutions Fiera US Equity Investment Ser A

(U.S. Equity)
FundGrade A+® Rating recipient
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2020





Inception Return
(5/4/2015)
12.01 %
YTD Return -15.44 %
NAVPS
(6/24/2022)
$22.06
Change $0.53 / 2.48 %
Growth of $10,000 (As of May 31, 2022)
MER 3.13 %
Assets ($mil) -
Rank (1Yr) 165/695
Std Dev (3Yr) 13.95 %
Volatility Ranking (3Yr) 6/10
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 U.S. equity securities. To provide long-term capital appreciation through a portfolio of broadly diversified securities, by industry, invested primarily in the U.S. market.
Fund Manager

Fiera Capital Corporation

Portfolio Manager

SLGI Asset Management Inc.

Sub-Advisor
Data not available
 
Asset Allocation
(As of April 30, 2022)
Sector Allocation
(As of April 30, 2022)
Geographic Allocation
(As of April 30, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Fiera US Equity Fund Class-AUS EquityMutual FundUnited States100.00%

Performance Data (As of May 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -1.34 -5.31 -12.28 -15.44 3.64 12.33 12.08 -   
Benchmark -0.94 -5.53 -9.87 -12.96 4.46 13.86 11.92 16.74
Quartile Ranking 3 2 3 3 1 1 1 -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 29.05 17.24 24.40 6.43 15.51 2.61 -      -      -      -     
Benchmark 28.16 16.07 25.18 3.98 13.80 8.65 20.77 24.19 41.93 13.16
Quartile Ranking 1 1 1 1 2 3 - - - -

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