Multi-Strategy Income

Strategy Overview

Investment Strategy

This strategy provides an attractive cash yield and stable returns through income generation. The strategy will invest in a broad range of assets including, corporate and convertible bonds, preferred shares, private lending, REITs, mortgages, infrastructure and real-estate.

The investment philosophy is that fixed-income-related assets will generally have a short to mid-term orientation, which will reduce capital volatility. The objective is to benefit from the yield premium available on corporate investments. Credit risk is minimized by the broad diversification in the portfolio and active management.

The investment team actively manages the asset-class exposures to achieve the strategy’s objectives based on the risk and return outlook for each asset class. Security selection is based on fundamental analysis and the managers lever the research capabilities of Fiera’s fixed income and equity teams.

Why Invest in this Strategy

  • Higher yielding solution in today’s low interest rate environment
  • Investment in a broad range of assets to diversify sources of return
  • Aims to limit downside risk through a diversified portfolio of revenue generating traditional and alternative investments
  • Low duration solution which aims to offer better protection against interest rate increases
  • Targets enhanced diversification through low correlation with traditional asset classes

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.