Performance

Prices and Performance
Performance (%)
Strategy name As of QTD YTD 1 Y 3 Y 5 Y 10 Y SI
Active and Strategic Fixed Income - Active universe Returns are presented gross of management fees Inception date: January 1, 2018 2025-06-30 -0.23 1.82 7.21 5.14 0.08 – Inception Date: 2018-06-01
Active and Strategic Fixed Income – Short/Mid Term Returns are presented gross of management fees. Inception date: February 1, 2005 Performance benchmark: 50% FTSE Canada Short Term, 50% FTSE Canada Mid Term 2025-06-30 0.27 2.45 7.62 5.33 1.50 2.42 Inception Date: 2005-02-01
Balanced Ethical Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees 1. Current benchmark: 5% FTSE Canada 91 Day T-Bill Index, 10% FTSE Canada Short Term Bond Index, 10% FTSE Canada Universe Bond Index, 30% S&P/TSX Composite Index, 15% S&P 500 Index (CAD), 15% MSCI EAFE Index (CAD), 15% FTSE Canada 91 Day T-Bill Index +5%. The benchmark has been modified over time. 2025-06-30 3.03 4.71 11.43 10.86 10.04 8.41 Inception Date: 2013-04-01
Balanced Growth Returns are presented gross of management fees. Inception date: February 1, 1997 1. Current benchmark: 15% (50% FTSE Canada Short Term Bond Index / 50% FTSE Canada Mid Term Bond Index), 25% FTSE Canada 91 Day T-Bill Index + 4%, 55% (65% MSCI ACWI Index / 35% S&P/TSX Composite Index), 5% MSCI World Index. The benchmark has been modified over time. 2025-06-30 2.13 4.02 10.49 8.51 6.01 5.94 Inception Date: 1997-02-01
Canadian Dividend Plus Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees 35% MSCI World Dividend Tilt Index, 65% S&P/TSX Composite Dividend Index Inception date: January 1, 2019 2025-06-30 4.09 7.40 19.82 16.73 15.13 – Inception Date: 2019-01-01
Canadian Equity Returns are presented gross of management fees. Inception date: January 1, 2013 2025-06-30 8.46 12.67 24.66 18.34 16.98 12.52 Inception Date: 2013-01-01
Canadian Equity - Core Returns are presented gross of management fees. Inception date: January 1, 1992 2025-06-30 5.98 9.80 19.97 14.50 15.73 9.98 Inception Date: 1992-01-01
Canadian Equity - Small Capitalization “Core” Returns are presented gross of management fees. Inception date: January 1, 1987 2025-06-30 11.75 7.45 17.79 10.37 11.28 7.27 Inception Date: 1987-01-01
Canadian Equity Dividend Returns are presented gross of management fees. Inception date: January 1, 2019 2025-06-30 8.33 13.44 28.30 16.69 16.61 – Inception Date: 2019-01-01
Canadian Equity Low Beta Returns are presented gross of management fees. Inception date: December 1, 2017 2025-06-30 5.79 10.22 26.11 15.97 14.78 – Inception Date: 2017-12-01
Diversified Balanced Returns are presented gross of management fees. Inception date: January 1, 2004 1. Performance benchmark: 20% FTSE Canada Universe Bond Index, 15% S&P/TSX Composite Index, 25% MSCI World Index (CAD) and 40% FTSE Canada 91 Day T-Bill Index +5%. The benchmark has been modified over time. 2025-06-30 2.63 3.85 9.82 8.18 7.86 6.92 Inception Date: 2004-01-01
Fiera ANZ Real Estate Debt Returns are presented gross of management fees. Inception date: December 1, 2019 2025-08-31 1.03 3.76 6.53 8.46 8.61 – Inception Date: 2018-08-01
Fiera Atlas Global Companies Strategy Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees. 2025-06-30 7.12 5.63 14.33 15.27 10.29 – Inception Date: 2017-03-30
Fiera Diversified Lending Returns are net of fees payable to underlying strategy. Inception date: April 1, 2008 2025-08-31 1.05 3.94 6.53 5.89 5.31 5.98 Inception Date: 2008-04-01
Fiera Diversified Real Assets Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Returns are net of fees payable to underlying strategies. 2025-08-31 0.84 3.15 5.27 1.80 4.33 – Inception Date: 2019-06-01
Fiera Diversified Real Estate Returns are net of fees payable to underlying strategies. Inception date: July 1, 2013 2025-08-31 0.79 3.56 7.61 1.44 6.44 6.42 Inception Date: 2013-07-01
Fiera Global Infrastructure Returns shown are the returns for the initial series of the strategy. Returns for subsequent series may differ. Returns are net of fees payable to underlying strategies. The strategy has been valued monthly since February 2013. Inception date: March 1, 2010 2025-08-31 1.31 4.56 6.09 0.76 2.23 4.36 Inception Date: 2010-03-01
Fiera Global Multi-Sector Income Returns are net of fees payable to underlying strategies. Inception date: November 1, 2009 2025-08-31 – – – – – – Inception Date: 2009-11-01
Global Equity Returns are presented gross of management fees. Inception date: October 1, 2009 2025-06-30 2.01 -0.35 7.17 16.43 13.14 13.34 Inception Date: 2009-10-01
Global Impact Returns are presented gross of management fees. Inception date: January 1, 2020 2025-06-30 – – – – – – Inception Date: 2020-02-01
Global Sustainable and Impact Bond Performance Benchmark: Bloomberg Barclays MSCI Global Green Bond Index – Hedged to CAD Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees 2025-06-30 2.18 1.96 5.05 3.93 0.83 – Inception Date: 2020-02-01
High Yield Bonds Returns are presented gross of management fees. Inception date: February 1, 2014 Performance benchmark: Merrill Lynch US High Yield BB/B Constrained Index (Hedged in CAD) 2025-06-30 2.58 3.78 6.88 7.47 4.57 4.22 Inception Date: 2014-02-01
Integrated Fixed Income - Short Term Returns are presented gross of management fees. Inception date: October 1, 2000 2025-06-30 0.58 2.35 6.91 5.14 2.29 2.40 Inception Date: 2000-10-01
Integrated Fixed Income - Universe Returns are presented gross of management fees Inception date: January 1, 1993 2025-06-30 -0.40 1.69 6.81 5.14 0.34 2.49 Inception Date: 1993-01-01
International Equity Returns are presented gross of management fees. Inception date: January 1, 2010 2025-06-30 2.22 2.91 4.36 16.09 10.43 10.61 Inception Date: 2010-01-01
Active and Strategic Fixed Income - Active universe Returns are presented gross of management fees Inception date: January 1, 2018
As of 2025-06-30
QTD -0.23%
YTD 1.82%
1 Y 7.21%
3 Y 5.14%
5 Y 0.08%
10 Y –
SI Inception Date: 2018-06-01
Active and Strategic Fixed Income – Short/Mid Term Returns are presented gross of management fees. Inception date: February 1, 2005 Performance benchmark: 50% FTSE Canada Short Term, 50% FTSE Canada Mid Term
As of 2025-06-30
QTD 0.27%
YTD 2.45%
1 Y 7.62%
3 Y 5.33%
5 Y 1.50%
10 Y 2.42%
SI Inception Date: 2005-02-01
Balanced Ethical Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees 1. Current benchmark: 5% FTSE Canada 91 Day T-Bill Index, 10% FTSE Canada Short Term Bond Index, 10% FTSE Canada Universe Bond Index, 30% S&P/TSX Composite Index, 15% S&P 500 Index (CAD), 15% MSCI EAFE Index (CAD), 15% FTSE Canada 91 Day T-Bill Index +5%. The benchmark has been modified over time.
As of 2025-06-30
QTD 3.03%
YTD 4.71%
1 Y 11.43%
3 Y 10.86%
5 Y 10.04%
10 Y 8.41%
SI Inception Date: 2013-04-01
Balanced Growth Returns are presented gross of management fees. Inception date: February 1, 1997 1. Current benchmark: 15% (50% FTSE Canada Short Term Bond Index / 50% FTSE Canada Mid Term Bond Index), 25% FTSE Canada 91 Day T-Bill Index + 4%, 55% (65% MSCI ACWI Index / 35% S&P/TSX Composite Index), 5% MSCI World Index. The benchmark has been modified over time.
As of 2025-06-30
QTD 2.13%
YTD 4.02%
1 Y 10.49%
3 Y 8.51%
5 Y 6.01%
10 Y 5.94%
SI Inception Date: 1997-02-01
Canadian Dividend Plus Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees 35% MSCI World Dividend Tilt Index, 65% S&P/TSX Composite Dividend Index Inception date: January 1, 2019
As of 2025-06-30
QTD 4.09%
YTD 7.40%
1 Y 19.82%
3 Y 16.73%
5 Y 15.13%
10 Y –
SI Inception Date: 2019-01-01
Canadian Equity Returns are presented gross of management fees. Inception date: January 1, 2013
As of 2025-06-30
QTD 8.46%
YTD 12.67%
1 Y 24.66%
3 Y 18.34%
5 Y 16.98%
10 Y 12.52%
SI Inception Date: 2013-01-01
Canadian Equity - Core Returns are presented gross of management fees. Inception date: January 1, 1992
As of 2025-06-30
QTD 5.98%
YTD 9.80%
1 Y 19.97%
3 Y 14.50%
5 Y 15.73%
10 Y 9.98%
SI Inception Date: 1992-01-01
Canadian Equity - Small Capitalization “Core” Returns are presented gross of management fees. Inception date: January 1, 1987
As of 2025-06-30
QTD 11.75%
YTD 7.45%
1 Y 17.79%
3 Y 10.37%
5 Y 11.28%
10 Y 7.27%
SI Inception Date: 1987-01-01
Canadian Equity Dividend Returns are presented gross of management fees. Inception date: January 1, 2019
As of 2025-06-30
QTD 8.33%
YTD 13.44%
1 Y 28.30%
3 Y 16.69%
5 Y 16.61%
10 Y –
SI Inception Date: 2019-01-01
Canadian Equity Low Beta Returns are presented gross of management fees. Inception date: December 1, 2017
As of 2025-06-30
QTD 5.79%
YTD 10.22%
1 Y 26.11%
3 Y 15.97%
5 Y 14.78%
10 Y –
SI Inception Date: 2017-12-01
Diversified Balanced Returns are presented gross of management fees. Inception date: January 1, 2004 1. Performance benchmark: 20% FTSE Canada Universe Bond Index, 15% S&P/TSX Composite Index, 25% MSCI World Index (CAD) and 40% FTSE Canada 91 Day T-Bill Index +5%. The benchmark has been modified over time.
As of 2025-06-30
QTD 2.63%
YTD 3.85%
1 Y 9.82%
3 Y 8.18%
5 Y 7.86%
10 Y 6.92%
SI Inception Date: 2004-01-01
Fiera ANZ Real Estate Debt Returns are presented gross of management fees. Inception date: December 1, 2019
As of 2025-08-31
QTD 1.03%
YTD 3.76%
1 Y 6.53%
3 Y 8.46%
5 Y 8.61%
10 Y –
SI Inception Date: 2018-08-01
Fiera Atlas Global Companies Strategy Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees.
As of 2025-06-30
QTD 7.12%
YTD 5.63%
1 Y 14.33%
3 Y 15.27%
5 Y 10.29%
10 Y –
SI Inception Date: 2017-03-30
Fiera Diversified Lending Returns are net of fees payable to underlying strategy. Inception date: April 1, 2008
As of 2025-08-31
QTD 1.05%
YTD 3.94%
1 Y 6.53%
3 Y 5.89%
5 Y 5.31%
10 Y 5.98%
SI Inception Date: 2008-04-01
Fiera Diversified Real Assets Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Returns are net of fees payable to underlying strategies.
As of 2025-08-31
QTD 0.84%
YTD 3.15%
1 Y 5.27%
3 Y 1.80%
5 Y 4.33%
10 Y –
SI Inception Date: 2019-06-01
Fiera Diversified Real Estate Returns are net of fees payable to underlying strategies. Inception date: July 1, 2013
As of 2025-08-31
QTD 0.79%
YTD 3.56%
1 Y 7.61%
3 Y 1.44%
5 Y 6.44%
10 Y 6.42%
SI Inception Date: 2013-07-01
Fiera Global Infrastructure Returns shown are the returns for the initial series of the strategy. Returns for subsequent series may differ. Returns are net of fees payable to underlying strategies. The strategy has been valued monthly since February 2013. Inception date: March 1, 2010
As of 2025-08-31
QTD 1.31%
YTD 4.56%
1 Y 6.09%
3 Y 0.76%
5 Y 2.23%
10 Y 4.36%
SI Inception Date: 2010-03-01
Fiera Global Multi-Sector Income Returns are net of fees payable to underlying strategies. Inception date: November 1, 2009
As of 2025-08-31
QTD –
YTD –
1 Y –
3 Y –
5 Y –
10 Y –
SI Inception Date: 2009-11-01
Global Equity Returns are presented gross of management fees. Inception date: October 1, 2009
As of 2025-06-30
QTD 2.01%
YTD -0.35%
1 Y 7.17%
3 Y 16.43%
5 Y 13.14%
10 Y 13.34%
SI Inception Date: 2009-10-01
Global Impact Returns are presented gross of management fees. Inception date: January 1, 2020
As of 2025-06-30
QTD –
YTD –
1 Y –
3 Y –
5 Y –
10 Y –
SI Inception Date: 2020-02-01
Global Sustainable and Impact Bond Performance Benchmark: Bloomberg Barclays MSCI Global Green Bond Index – Hedged to CAD Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns, presented gross of management fees
As of 2025-06-30
QTD 2.18%
YTD 1.96%
1 Y 5.05%
3 Y 3.93%
5 Y 0.83%
10 Y –
SI Inception Date: 2020-02-01
High Yield Bonds Returns are presented gross of management fees. Inception date: February 1, 2014 Performance benchmark: Merrill Lynch US High Yield BB/B Constrained Index (Hedged in CAD)
As of 2025-06-30
QTD 2.58%
YTD 3.78%
1 Y 6.88%
3 Y 7.47%
5 Y 4.57%
10 Y 4.22%
SI Inception Date: 2014-02-01
Integrated Fixed Income - Short Term Returns are presented gross of management fees. Inception date: October 1, 2000
As of 2025-06-30
QTD 0.58%
YTD 2.35%
1 Y 6.91%
3 Y 5.14%
5 Y 2.29%
10 Y 2.40%
SI Inception Date: 2000-10-01
Integrated Fixed Income - Universe Returns are presented gross of management fees Inception date: January 1, 1993
As of 2025-06-30
QTD -0.40%
YTD 1.69%
1 Y 6.81%
3 Y 5.14%
5 Y 0.34%
10 Y 2.49%
SI Inception Date: 1993-01-01
International Equity Returns are presented gross of management fees. Inception date: January 1, 2010
As of 2025-06-30
QTD 2.22%
YTD 2.91%
1 Y 4.36%
3 Y 16.09%
5 Y 10.43%
10 Y 10.61%
SI Inception Date: 2010-01-01
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Disclaimer

The information provided herein does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Past performance is no guarantee of future results. Information pertaining to Fiera pooled funds is not to be construed as a public offering of securities in any jurisdictions of Canada. The offering of units of Fiera pooled fund is made pursuant to the fund’s Trust Agreement and only to those investors in jurisdictions of Canada who meet certain eligibility or minimum purchase requirements. Important information about Fiera pooled funds, including a statement of the fund’s investment objective, is contained in its Trust Agreement, a copy of which may be obtained from Fiera Capital Corporation. Unit values and investment returns will fluctuate. Please read the Trust Agreement of the pooled funds before investing. All performance data assume reinvestment of all distributions or dividends and do not take into account other charges or income taxes payable by any unitholder that would have reduced returns. Pooled funds are not guaranteed, their values change frequently and past performance may not be repeated.

Returns are presented gross of management fees for the series shown unless otherwise indicated.

Performance is updated on a monthly and quarterly basis; please refer to the “as of” date indicated.