Strategy Overview
Investment approach
The Fiera US Small-Mid (SMID) Cap Growth strategy is focused on investing in small- to mid-cap companies. The aim of the Strategy is to deliver significant capital appreciation over multiple market cycles while providing clients with stability during market downturns. The Strategy consists of both stable and emerging growth companies within industries and sectors that are poised to benefit from secular growth trends.
The Strategy has a long-term growth-focused investment approach and combines bottom up-research and a top-down view to identify secular trends and stable and emerging growth potential.
Key Characteristics
- Benchmark: Russell 2500 Growth Index
- Track Record: >23 years
- Orientation: Intersection of bottom-up analysis and top-down secular trends
- Portfolio Construction: Dynamic combination of Stable and Emerging Growth companies
- Investment Horizon: 3+ Years
- Typical Active Share: > 90%
- Target Number of Holdings: 60-90
Investment Team
Matthew Navins
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.