(As of 3/31/2021)

SSQ Fiera Capital U.S. Equity GIF Basic

(U.S. Equity)



2019


FundGrade A+® Rating recipient
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Inception Return
(11/6/2015)
13.15 %
YTD Return 2.74 %
NAVPS
(4/19/2021)
$20.50
Change ($0.08) / -0.38 %
Growth of $10,000 (As of March 31, 2021)
MER 2.97 %
Assets ($mil) $51.92
Rank (1Yr) 439/637
Std Dev (3Yr) 13.63 %
Volatility Ranking (3Yr) 6/10
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 large-cap U.S. companies. The fund may hold units of underlying funds corresponding to the above-mentioned securities.
Management Co.
Fiera Capital Corporation
Managers
 
Asset Allocation
(As of February 28, 2021)
Sector Allocation
(As of February 28, 2021)
Geographic Allocation
(As of February 28, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Fiera Capital U.S. Equity FundUS EquityMutual FundUnited States100.00%

Performance Data (As of March 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 5.09 2.74 8.13 2.74 31.86 15.53 14.46 -   
Benchmark 3.47 4.87 12.25 4.87 38.59 15.81 15.55 16.91
Quartile Ranking 1 3 3 3 3 1 1 -

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 16.12 24.43 6.43 16.02 3.43 -      -      -      -      -     
Benchmark 16.07 25.18 3.98 13.80 8.65 20.77 24.19 41.93 13.16 4.41
Quartile Ranking 2 1 1 1 3 - - - - -

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