Fiera Capital Global Equity Fund Class B

(Global Equity)



2015
2014
2013
FundGrade A+ Rating recipient
For more information about
FundGrade click here
Inception Return
(11/30/1986)
-
YTD Return -
NAVPS
(7/20/2017)
$33.88
Change ($0.02) / -0.05 %
Growth of $10,000 (Data not available)
Data not available
MER 1.98 %
Assets ($mil) -
Rank (1Yr) -
Std Dev (3Yr) -
Volatility Ranking (3Yr) -
RRSP Eligibility Yes
Load Front Fee Only
Max Front End 5.00 %
Max Back End -
Sales Status Open
 
Objective
To achieve over the longer term the highest possible return that is consistent with a fundamental investment philosophy through investment primarily in foreign equity securities. To provide long-term capital appreciation through a portfolio of broadly diversified securities, by region and industry, invested primarily in the U.S. and international markets.
Management Co.
Fiera Capital Corporation
Managers
Nadim Rizk,
 
Asset Allocation
(As of June 30, 2017)
Sector Allocation
(As of June 30, 2017)
Geographic Allocation
(As of June 30, 2017)
Top 10 Holdings
NameAssetSectorGeographicPercent
Moody's CorpUS EquityFinancial ServicesUnited States5.17%
Keyence CorpInternational EquityIndustrial GoodsJapan4.42%
Johnson & JohnsonUS EquityHealthcareUnited States4.38%
Becton Dickinson and CoUS EquityHealthcareUnited States3.81%
MasterCard IncUS EquityFinancial ServicesUnited States3.80%
Unilever NV - GDRInternational EquityConsumer GoodsEuropean Union3.46%
Nestle SAInternational EquityConsumer GoodsOther European3.31%
3M CoUS EquityIndustrial GoodsUnited States3.19%
Sherwin-Williams CoUS EquityBasic MaterialsUnited States3.08%
U.S. BancorpUS EquityFinancial ServicesUnited States3.06%

Performance Data (Data not available)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -    -    -    -    -    -    -    -   
Benchmark -3.34 1.84 7.91 7.91 19.86 12.27 16.55 6.21
Quartile Ranking - - - - - - - -

Calendar Return (%) 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Fund -      -      -      -      -      -      -      -      -      -     
Benchmark 5.18 16.88 13.97 32.40 13.73 -5.69 8.11 17.12 -28.35 -5.40
Quartile Ranking - - - - - - - - - -

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