(As of 3/31/2021)

Sun GIF Solutions Fiera US Equity Investment Ser A

(U.S. Equity)






FundGrade A+® Rating recipient
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Inception Return
(5/4/2015)
13.36 %
YTD Return 2.61 %
NAVPS
(5/7/2021)
$21.95
Change $0.09 / 0.41 %
Growth of $10,000 (As of March 31, 2021)
MER 3.13 %
Assets ($mil) -
Rank (1Yr) 450/637
Std Dev (3Yr) 13.39 %
Volatility Ranking (3Yr) 6/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End 5.00 %
Max Back End 5.50 %
Sales Status Open
 
Objective
The objective of the fund is to achieve over the longer term the highest possible return that is consistent with a fundamental investment philosophy through investment primarily in U.S. equity securities. To provide long-term capital appreciation through a portfolio of broadly diversified securities, by industry, invested primarily in the U.S. market.
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 US Equity Fund Class-AUS 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 5.03 2.61 7.94 2.61 31.59 15.97 14.41 -   
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 17.24 24.40 6.43 15.51 2.62 -      -      -      -      -     
Benchmark 16.07 25.18 3.98 13.80 8.65 20.77 24.19 41.93 13.16 4.41
Quartile Ranking 1 1 1 1 3 - - - - -

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