Funds that offer a world of opportunities

A HIGH CONVICTION PORTFOLIO INVESTING IN GLOBAL COMPANIES TO HELP DELIVER ATTRACTIVE LONG-TERM COMPOUND GROWTH

The Fiera Atlas Global Companies Fund’s objective seeks to deliver a compound rate of return greater than 10% per annum, after fees and costs, with a lower risk of capital loss than broader global equity markets, over the long term (typically 5 to 7 years).

The Fund adopts a high conviction, long-only stock picking approach that invests in listed shares of 25-35 companies around the globe, which aims to offer investors capital growth, global diversification and capital preservation through the investment team’s deep understanding of how companies can create or destroy value over the long term. The investment team for the Fund, the Fiera Atlas Global Equity Team, has designed and built its investment  approach  to  discover  truly  exceptional  companies,  through  a  fundamental, research-driven process and a robust decision-making framework.

Key Benefits

• A differentiated and concentrated portfolio of 25-35 companies backed by what Fiera Capital considers to be sustainable diversified cashflows.
• High conviction portfolio focused on the delivery of high-quality long-term compound growth without reference to the composition of market benchmarks.
• Long term investment philosophy with a focus on identifying companies that Fiera Capital expects to reliably grow cash flows over the long term and are more resilient to market cycles.
• A collaborative team-based culture bringing together diverse experience, while operating a shared, research-driven investment process.

Key Risks

• Class segregation risk – each Class of the Fund does not constitute a separate and distinct trust. Therefore, there is a risk that unit holders of one Class may be exposed to the liabilities attributable to another Class and, conversely, there is a risk that the assets attributed to a Class may be required to discharge the liabilities attributed to another Class.
• Concentration risk – the Fund has a concentrated portfolio, meaning it holds a limited number of investments and/or takes large positions in a relatively small number of securities. If one or more of these investments declines or is otherwise affected, it may have a pronounced and potentially adverse effect on the value of the Fund.
• Currency risk – the Fund will invest in global securities, which are denominated in foreign currencies that will give rise to foreign currency exposure. This means that the Australian dollar value of these investments will vary depending on changes in the exchange rate.
• International investment risk – if the Fund has exposure to international financial products additional risks may apply, including differences between countries relating to accounting, auditing, financial reporting, taxation, government regulation, securities exchanges and transactional procedures and foreign markets may have different levels of liquidity, pricing availability, settlement and clearance procedures.