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Timberland

Strategy Overview

Investment approach

Our Timberland Strategy seeks to develop a portfolio of timber investments diversified across geographies, species, and age-classes, while offering an attractive risk return profile to investors. We invest in timberland primarily in the United States, Canada, Scandinavia, Western Europe, Australia and New Zealand. The fund is focused on high-quality timberland with a history of production in stable geographies, aimed at generating value from the sale of logs and carbon credits, as well as capital appreciation. The Fund will also act purposefully to enhance sustainability outcomes on its timberland properties by employing leading environmental, social and governance (ESG) management standards and practices.

More information can be found on the Fiera Comox website

Key Characteristics

  • High-quality, land-based timber assets, providing a core risk exposure to the asset class
  • Selection of assets with production history in markets with strong supply and demand fundamentals that are well positioned to generate cash yield and capital appreciation
  • Additional value added from active asset management of the timberland, incorporating operational improvement and technology
  • Incremental non-correlated revenue stream from the sale of carbon credits
  • Geographical, species and age class diversification allows the diversification of idiosyncratic risk
  • Strong ESG focus by maintaining or implementing internationally recognised sustainable forest management certification and integrating ESG considerations at every stage of our investment and underwriting processes

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.