Back

Fiera Diversified Real Assets Strategy

Strategy Overview

Investment approach

The Fiera Diversified Real Assets Strategy provides strong inflation protection with growing income and stable total returns. The strategy will invest in a broad range of real assets through three limited partnerships including infrastructure (EagleCrest Infrastructure Canada Strategy), real estate (Fiera Real Estate CORE Strategy) and agriculture (Fiera Comox Agriculture Strategy) each of which is managed by an affiliate of Fiera Capital Corporation. The strategy targets an equally weighted allocation between the three limited partnerships.

Key Characteristics

  • Portfolio diversification – Real assets exhibit low correlation with traditional asset classes and alternative asset classes
  • Protection against inflation
  • Attractive risk-adjusted returns
  • Strong margins and predictable cash flow
  • Strong competitive positioning with high barriers to entry
  • Positive long-term secular trends such as population growth and rising income lead to an increased demand for real assets

Disclaimer

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.