(As of 12/31/2021)

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)
15.66 %
YTD Return 29.05 %
NAVPS
(1/17/2022)
$23.03
Change ($0.05) / -0.20 %
Growth of $10,000 (As of December 31, 2021)
MER 2.97 %
Assets ($mil) $72.08
Rank (1Yr) 44/694
Std Dev (3Yr) 13.08 %
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.
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 Capital U.S. Equity FundUS EquityMutual FundUnited States100.00%

Performance Data (As of December 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.70 12.27 16.59 29.05 29.05 23.08 18.15 -   
Benchmark 3.55 11.24 14.23 28.16 28.16 23.03 17.12 19.15
Quartile Ranking 2 1 1 1 1 2 1 -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 29.05 16.12 24.43 6.43 16.02 3.43 -      -      -      -     
Benchmark 28.16 16.07 25.18 3.98 13.80 8.65 20.77 24.19 41.93 13.16
Quartile Ranking 1 2 1 1 1 3 - - - -

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