This fund provides an attractive cash yield and stable returns, through income generation. The fund will invest in a broad range of assets including money market securities, corporate bonds, convertible bonds, preferred shares, income trusts, REIT’s, mortgages, secured real-estate-backed lending products and infrastructure.
The investment philosophy is that fixed-income-related assets will generally have a short to mid-term orientation, which will reduce capital volatility. The objective is to benefit from the yield premium available on corporate investments. Credit risk is minimized by the broad diversification in the portfolio and active management.
The investment team actively manages the asset-class exposures to achieve the Fund’s objectives based on the risk and return outlook for each asset class. Security selection is based on fundamental analysis and the managers lever the research capabilities of Fiera’s fixed income and equity teams.
- Higher yielding solution in today’s low interest rate environment
- Investment in a broad range of assets to diversify sources of return
- Aims to limit downside risk through a diversified portfolio of revenue generating traditional and alternative investments
- Low duration solution which aims to offer better protection against interest rate increases
- Targets enhanced diversification through low correlation with traditional asset classes
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: