(As of 9/30/2020)

SSQ Fiera Capital U.S. Equity GIF Basic

(U.S. Equity)






FundGrade A+® Rating recipient
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Inception Return
(11/6/2015)
12.77 %
YTD Return 10.34 %
NAVPS
(10/23/2020)
$18.14
Change $0.11 / 0.58 %
Growth of $10,000 (As of September 30, 2020)
MER 2.97 %
Assets ($mil) $42.13
Rank (1Yr) 105/564
Std Dev (3Yr) 13.27 %
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
SSQ Life Insurance Company Inc.
 
Asset Allocation
(As of September 30, 2020)
Sector Allocation
(As of September 30, 2020)
Geographic Allocation
(As of September 30, 2020)
Top 10 Holdings
NameAssetSectorGeographicPercent
Fiera Capital U.S. Equity FundCanadian EquityMutual FundCanada100.00%

Performance Data (As of September 30, 2020)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.52 6.86 21.96 10.34 17.92 16.46 -    -   
Benchmark -1.61 6.62 23.46 8.43 15.98 14.80 14.14 16.74
Quartile Ranking 1 2 2 1 1 1 - -

Calendar Return (%) 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund 24.43 6.43 16.02 3.43 -      -      -      -      -      -     
Benchmark 25.18 3.98 13.80 8.65 20.77 24.19 41.93 13.16 4.41 8.81
Quartile Ranking 1 1 1 3 - - - - - -

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