Fiera Capital US Equity B GBP Acc

Ranked 8 out of 279 in - US over 12 months
All calculations are in GBP unless stated

Managed by

Nadim Rizk

Nadim Rizk is head of the global equity team and the lead portfolio manager for the US, international and global equity strategies at Fiera Capital. He manages more than CAD 30 billion in global equity investments across three strategies on behalf of clients worldwide. Prior to joining the firm, he spent more than eight years as senior vice president and portfolio manager for global equities at Montrusco Bolton. He has held senior global research analyst positions at some of Canada’s leading investment management firms. He began his career in financial services in 1997 and has more than 20 years’ industry experience.

Objective

Sustainable returns and low volatility are achieved by investing in a concentrated (yet diversified) portfolio of high quality companies, which as a result of unique competitive advantages, are able to generate stable and strong return on invested capital (ROIC) with little dependence on financial leverage, grow shareholder wealth through superior and consistent long term rates of return and preserve capital.

Showing fund performance in United Kingdom View performance globally

Performance

US over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 13.6%
2018 9.0% -9.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark
  2. Finland
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date04/04/2018
  • Share Class size04Mn
  • Base currencyGBP
  • ISIN IE00BZ60KR51

Purchase Info

  • Min. initial investment10Mn

Charges

  • Annual management0.75%
  • Initial investment0.75%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).