Investment and Retirement

ON THE RADAR

ON THE RADAR

AN ASTRA FUND THAT STANDS OUT IN THE CURRENT CONTEXT

ASTRA Canadian Small Cap Equity

Fund Manager: Fiera Capital Inc.

Benchmark: S&P/TSX Small Cap Index

Fund category (CIFSC): Canadian Small/Mid Cap Equity

 

The fund's returns have consistently outperformed the benchmark for periods from 3 months to 5 years.

 

ASTRA CANADIAN SMALL CAP EQUITY FUND – PERFORMANCE AS AT JULY 31, 2014

 

3-MONTH

1-YEAR

2-YEAR

3-YEAR

5-YEAR

10-YEAR

ASTRA Canadian Small Cap Equity Fund

6.9%

40.6 %

28.7%

12.0%

18.5%

7.3%

Benchmark: S&P/TSX Small Cap Index*

2.5%

27.7 %

15.0%

3.0%

14.1%

7.7%

Value added

4.4%

12.9%

13.7%

9.0%

4.4%

-0.4%

*S&P/TSX Small Cap Index since January 1, 2013, previously weighted BMO Small Cap Index (e.g. income trusts).

 

For the first half of 2014, the value added stemmed primarily from security selection, while the sector mix detracted from performance (overweight in Information Technology and Consumer Discretionary). In 2013, the fund posted a value added of 22.2% compared to its benchmark.

 

WHY INVEST IN THIS FUND?

*An Ibbotson Associates study

 

Discover the ASTRA Canadian Small Cap Equity Fund Facts

September 2014 Market commentary - Fiera Capital