(As of 5/31/2022)

FMOQ Omniresponsable Fund

(Global Equity Balanced)
FundGrade A+® Rating recipient
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2019





Inception Return
(9/16/2016)
5.73 %
YTD Return -9.02 %
NAVPS
(6/23/2022)
$12.44
Change $0.10 / 0.80 %
Growth of $10,000 (As of May 31, 2022)
MER 1.09 %
Assets ($mil) $130.79
Rank (1Yr) 515/1287
Std Dev (3Yr) 8.00 %
Volatility Ranking (3Yr) 3/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The objective of the FMOQ Omniresponsable Fund is to procure a reasonable income and long term capital appreciation by using a responsible investment approach.
Fund Manager

Société de gérance des Fonds FMOQ inc.

Portfolio Manager

Patrick Potvin, Fiera Capital Corporation

Frédérick Bérubé, Fiera Capital Corporation

William Yeates, Fiera Capital Corporation

Sub-Advisor

Martin Vallée, Société de gestion privée des Fonds FMOQ Inc

Robert Auger, Société de gestion privée des Fonds FMOQ Inc

 
Allocations
Data not available
Top 10 Holdings
Data not available

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 -0.61 -4.76 -6.79 -9.02 -2.80 5.26 4.93 -   
Benchmark -0.97 -6.89 -11.05 -12.64 -4.61 5.89 5.41 10.21
Quartile Ranking 2 2 2 2 2 3 2 -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 10.31 10.26 14.61 -1.76 8.19 -      -      -      -      -     
Benchmark 11.33 12.17 16.29 0.72 11.99 3.66 17.03 13.13 24.73 10.84
Quartile Ranking 4 2 3 1 3 - - - - -

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