Investment and Retirement

On The Radar: SSQ Fiera Capital Global Equity GIF

Fund: FIERA CAPITAL GLOBAL EQUITY GIF

Manager: Fiera Capital, Montreal

Benchmark index: MSCI World Index

Category: Global Equity

 

CONCENTRATED PORTFOLIO, LONG-TERM OUTLOOK

PERFORMANCE

Since the fund was created, the management team's track record has been excellent, having been able to outperform the benchmark six out of seven years. Over the same period, the fund was always ranked in the top two quartiles with respect to its peers in terms of calendar year performance. Since its creation, the fund has performed well in both bullish and bearish markets, capturing 108% of the upswing and only 66% of the downturn.

 

Gross performance in the underlying fund on August 31, 2017 (%)

  1 month 3 months Year-to-date 1 year 2 years 3 years 4 years 5 years 7 years

Since inception

Fiera Capital Global Equity

1.64 -3.51 13.63 13.03 12.70 16.01 17.82 19.90 18.36 16.55
MSCI World (CAD) 0.40 -4.46 6.08 11.02 8.07 11.16 14.36 16.55 13.74 11.63
Value Added 1.25 0.94 7.55 2.01 4.63 4.85 3.47 3.35 4.62 4.92

Created on September 30, 2009

 

EXPERIENCED FUND MANAGEMENT TEAM

The team is led by Nadim Rizk, portfolio manager, and Andrew Chan, assistant portfolio manager, who have an average of 16 years of experience in the investment industry. They are backed by a team of six analysts and are responsible for more than $23 billion in assets under management, nearly $12 billion of which is in the global equity fund. Nadim Rizk and his team were named Global Equity Manager of the Year at the Professional Pensions Investment Awards in 2015.

 

9 GOOD REASONS TO INVEST IN THIS FUND