(As of 5/31/2022)

SSQ Fiera Capital Cdn Small Cap Eq GIF Basic

(Canadian Small/Mid Cap Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2020





Inception Return
(11/2/2001)
6.97 %
YTD Return -10.26 %
NAVPS
(6/30/2022)
$21.94
Change ($0.21) / -0.94 %
Growth of $10,000 (As of May 31, 2022)
MER 3.08 %
Assets ($mil) $10.46
Rank (1Yr) 59/90
Std Dev (3Yr) 22.16 %
Volatility Ranking (3Yr) 10/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End 5.00 %
Max Back End 6.00 %
Sales Status Open
 
Objective
The fundamental investment objective of this fund is to generate long-term capital growth. The fund is invested mainly in the equities of small- to medium-cap Canadian companies. The fund may hold units of underlying funds corresponding to the above-mentioned securities.
Fund Manager

Fiera Capital Corporation

Portfolio Manager

SSQ Life Insurance Company Inc.

Sub-Advisor
Data not available
 
Asset Allocation
(As of November 30, 2021)
Sector Allocation
(As of November 30, 2021)
Geographic Allocation
(As of November 30, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Fiera Canadian Equity Small Cap Core FundCanadian EquityMutual FundCanada100.00%

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 -0.54 -6.25 -6.61 -10.26 0.63 12.32 7.05 7.97
Benchmark -2.27 -5.01 0.34 -0.86 0.04 13.78 6.56 5.56
Quartile Ranking 3 4 3 4 3 1 1 1

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 22.35 16.15 24.58 -14.60 -2.93 11.02 -1.29 8.25 29.82 -0.73
Benchmark 20.27 12.87 15.84 -18.17 2.75 38.48 -13.31 -2.34 7.60 -2.23
Quartile Ranking 2 1 1 1 4 3 2 1 3 3

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