Investment and Retirement
On the radar: SSQ Fiera Capital U.S. Equity GIF, a focused but well diversified fund
Fund: SSQ FIERA CAPITAL U.S. EQUITY GIF
Manager: Fiera Capital
Index: S&P 500 (CAD)
Fund category (CIFSC): U.S. Equity
SSQ Fiera Capital U.S. Equity GIF allows the investor to diversify his portfolio and maximize its potential returns.
FOCUSED BUT DIVERSIFIED PORTFOLIO
The portfolio holds about 25-40 securities, which allows the manager to thoroughly understand every security in order to hold it over a long period. Diversification stems from the wide range of company capitalizations and sectors.
RETURNS
The SSQ Fiera Capital U.S. Equity GIF shows net returns* higher than the median of its CIFSC category for periods of 1 to 5 years.
SSQ FIERA CAPITAL U.S. EQUITY GIF – RETURNS AS AT JULY 31, 2016
1 year |
2 years |
3 years |
4 years |
5 years |
|
Returns* |
4.75% |
20.30% |
20.20% |
22.70% |
19.80% |
* Simulated returns based on underlying fund performance and SSQ Fiera Capital U.S. Equity GIF fees
AN AWARD-WINNING TEAM
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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?
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Long term investing puts emphasis on high quality, best of breed companies and consistency of performance
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Solid and disciplined approach from which the experienced team never deviates
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Rigorous research ensures deep knowledge of portfolio companies and consistent success of the manager’s approach
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High-conviction portfolio with diversified sources of value-add
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The U.S. market offers a very wide universe of potential investment opportunities
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Strong risk-adjusted returns, top ranking relative to its peers
For more information about the SSQ Fiera Capital U.S. 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.
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.