Active and Strategic Fixed Income Team – Strategic Laddered
Our management approach aims to invest the portfolio in order to receive equal cash flows (capital and interest) over a defined period of time. This investment structure simultaneously minimizes price and reinvestment risks, a characteristic sought in bond management. By focusing on quality credit, we maximize the risk/return ratio of the portfolio, while creating the flexibility to replicate the desired average maturity for the entire portfolio.
- Consistency and solid performance in different types of market environments
- Strong risk-adjusted returns as reflected by an excellent Information Ratio
- Positive carry through long term investment decisions
- High quality portfolio with conservative approach to corporate bonds selection
- Continuous and rigorous risk management through disciplined investment process
Please read the simplified prospectus before investing. The amount of risk associated with any particular investment depends largely on your own personal circumstances including your time horizon, liquidity needs, portfolio size, income, investment knowledge and attitude toward price fluctuations. Investors should consult their financial advisor before making a decision as to whether this fund is a suitable investment for them.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
The rate of return or mathematical table shown is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the mutual fund or returns on investment in the mutual fund. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns.
Fiera Capital Europe’s funds are available on these platforms: