Investment and Retirement
ON THE RADAR: Advanced diversification with the new SSQ Fiera Capital Global Equity GIF
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Fund: SSQ FIERA CAPITAL GLOBAL EQUITY GIF
Manager: Fiera Capital
Benchmark: MSCI World (C$)
Fund category (CIFSC): Global equity
Because of the current economic climate, global equity funds may be volatile and riskier than Canadian funds. However, they're practically a must-have when it comes to building a portfolio to maximize potential returns. Good diversification compensates for political and exchange rate risk, as well as other economic factors that can affect investors. One way to achieve this is to diversify by management style.
DIVERSIFICATION BY MANAGEMENT STYLE
The SSQ GIF platform offers a selection of global equity funds diversified by country and sector. You can also increase the effect of diversification by combining different management styles.
Combining different management styles in a single portfolio can improve your risk-return ratio. For example, the SSQ Fiera Capital Global Equity GIF is growth-oriented (GARP: growth at a reasonable price), and the SSQ TD Global Dividend Equity GIF is value-oriented.
These management approaches work differently depending on the market context. Combining them in a single portfolio can therefore be beneficial.
MANAGEMENT STYLES FOR TWO SSQ GLOBAL GIFS
|
SSQ GIF |
Style |
Large Cap Value % |
Large Cap Growth % |
Small Cap Value % |
Small Cap Growth % |
|
SSQ Fiera Capital Global Equity GIF |
Growth |
0.0 |
89.3 |
10.7 |
0.0 |
|
SSQ TD Global Dividend Equity GIF |
Value |
82.6 |
17.4 |
0.0 |
0.0 |
RETURNS
The SSQ Fiera Capital Global Equity GIF shows net returns* higher than the median of its CIFSC category for periods of 1 to 5 years. This fund is also well positioned compared to similar funds of this category according to independent specialized investment firms.
SSQ FIERA CAPITAL GLOBAL EQUITY GIF – RETURNS AS AT MAY 31, 2016
|
1 year |
2 years |
3 years |
4 years |
5 years |
|
|
Returns |
1.9% |
11.1% |
14.3% |
16.9% |
13.3% |
*Simulated returns based on underlying fund performance and SSQ Fiera Capital Global Equity GIF fees.
AN AWARD-WINNING TEAM
- The global equity fund managed by Fiera Capital received an A+ rating from Fundata in 2015.
- Nadim Rizk and his management team were named Global Equity Manager of the Year in the U.K. as part of the 2015 Professional Pensions Investment Awards.
WHY INVEST IN THIS FUND?
- To benefit from the know-how of a solid management team whose decisions are based on the wide-ranging expertise of its members.
- To enjoy stable returns thanks to a disciplined investment process strictly adhered to by the team and rigorous fundamental analysis that provides in-depth knowledge of the portfolio's companies.
- To invest in equities that offer a good compromise between growth and value.
For more information about the SSQ Fiera Capital Global Equity GIF, click here.
Any amount that is allocated to a segregated fund is invested at the risk of the contractholder and may increase or decrease in value. Quartile rankings, expressed as 1, 2, 3 or 4, show comparisons of the fund's performance relative to other funds in its category, considering the total number of eligible funds for the periods indicated above.
The returns shown do not take into account sales, redemption, distribution or other optional charges that would have reduced returns. Returns are annualized, except for periods of less than one year. Past returns are not a reliable indicator of future performance. This method of calculating returns is in compliance with the industry standards established by the Canadian Life and Health Insurance Association. For more information about this calculation method, please contact SSQ Client Services at 1-800-320-4887.