Absolute return strategy based on “pairs trading” through long and short positions of equal value, selected following thorough fundamental analysis. The strategy offers positive long-term returns and downside protection in case of market downturns. The approach limits volatility and maintains low correlations to market movements through rigorous risk management parameters including neutral currency and sector exposure, minimal net market exposure, and strict liquidity constraints.
- Aims to mitigate volatility while generating positive returns
- Targets enhanced diversification through a portfolio with low correlation to traditional asset classes
- Aims to provide downside risk protection against an equity market slowdown
- Focused on fundamental analysis to generate value across market environments
- Targets considerably lower volatility than Canadian equities
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: