Tax Efficient Fixed Income ESG
We believe that investment teams should consider information on the sustainability of their investment options to meet the standards of good corporate citizenship. Therefore, Fiera Capital has designed a framework for the consistent evaluation of Environmental, Social and Governance (ESG) factors in corporate and municipal credit. In addition to the application of our municipal ESG framework, we offer investors the option to target bonds we believe support equality, including those funding essential services, healthcare, education, mass transit, green space and others. Further customization can be made to screen out and select bonds based on investor preferences and values.
- After-tax total return orientation
- Credit research emphasis
- Preservation of capital
- Risk management focus
- ESG risk analysis framework and security selection
- Sustainability themed investing
- Impact/Community investing
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: