Fiera Enhanced Short Term Fixed Income

Strategy Overview

Investment approach

The strategy is designed to provide superior short term investment returns primarily through interest income and moderate capital appreciation. To attain this objective, the strategy will invest primarily in a combination of high quality fixed income securities issued by Canadian governments and corporations, as well as asset classes such as high yield bonds, core mortgages, alternative credit and other structured products in order to deliver consistent risk-adjusted returns. Moreover, the strategy allows for tactical short-term deviations from the long term target allocation in order to fully take advantage of market opportunities. The strategy aims at delivering a short-term return that is more than 1% higher than the performance benchmark, with reduced volatility in portfolio returns.

Key Characteristics

  • Consistency and solid performance in different types of market environments
  • Strong risk-adjusted returns as reflected by an excellent Information Ratio
  • Superior value added objective compared to traditional mandates
  • Well-diversified sources of traditional and alternative credit exposure
  • Continuous and rigorous risk management through disciplined investment process


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.