Asset Allocation

Strategy Overview

Investment approach

Fiera Capital’s asset allocation team conducts fundamental research that revolves around the outlook for central banks the global economy, and is supplemented by quantitative research to frame the outlook for various asset classes, regions, and sectors, with an ultimate goal of maximizing risk-adjusted returns.

The disciplined investment process is framed around an analysis of various macroeconomic scenarios that reflects the investment environment in which we are engaging over the next 12 months, including our base case scenario and the potential opportunities and/or risks to that base case.  The asset allocation team assigns economic and financial market forecasts under each scenario that compiles our own proprietary matrix of expected returns – which ultimately dictates the asset allocation decision based on our most probable scenario in the coming year.


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.