• Fiera Capital Global Equity Focused Fund

Fiera Capital

  • Global
  • Large-Cap
  • Core

Fiera Capital Global Equity Focused Fund

FCGIX

Summary

The fund seeks capital appreciation by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team Invests in a portfolio of global equities.

Generally, the team invests at least 40% of the fund’s net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S.

The team also considers companies that have their securities traded More

Price

Last Close

$16.42 ( -0.24 )

52 Week HL

$20.96 - $16.07

Net Assets

$3200 M

Expense Ratio

1.15 %

Manager

Name

Nadim Rizk

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Prospectus

Fact Sheet

Q2 2021

Annual Reports

Website

Link

Performance

YTD

-19.5 %

3 Year

25.21%

5 Year

40.86%

Best

28.96%
2019

Worst

-19.45%
2022

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -10.6% 2.2% -17.7% 16% 0.4% - - - - - -
Q2 -9.9% 10.5% 16% 4.8% 3.1% 3.9% - - - - -
Q3 - 0.5% 11.5% -0.7% 6.2% 4.9% - - - - -
Q4 - 7.6% 11% 5% -10.9% 6% - - - - -

Returns +
Monthly

J F M A M J J A S O N D
2022 -7.1% -3.6% -0.2% -6% -6.5% - - - - - - -
2021 -2.4% 0.9% 3.8% 5.9% 1.9% 2.4% 5% 1.7% -5.8% 5.6% -0.4% 2.3%

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
FCGIX -20%22%18%29%-4%------
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -20%-6%3%0%2%------

FCGIX S&P 500

Chart +