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Not All Income is Created Equal

Not all types of investment income are taxed the same. For example, income you receive in the form of interest is taxed at a higher overall rate than eligible Canadian dividend income or capital gains. For this reason, efficiently managing different types of income you receive as part of your total income can have a material effect on the amount of income tax that you pay, your after-tax return on your investments and on the wealth you are able to accumulate over time.

Unlike most mutual funds, which are legally structured as a trust, our class funds are structured under a single “Mutual Fund Corporation”. Similar to a typical corporation, investors obtain shares in the corporation. These shares are designed to give investors the power to choose their preferred income type.

  • Compound Growth
  • Dividend
  • Return of Capital

These Tax Classes provide investors with more choice and flexibility in addressing their investment needs, resulting in the potential to maximize their after-tax return.

Click here to learn how it works.

Product Total Net Assets
Fiera Canadian Preferred Share Class $165,862,737 (As of 2020-02-27)
Fiera Core Global Equity Class $150,391,071 (As of 2020-02-27)
Fiera Intrinsic Balanced Class $48,156,453 (As of 2020-02-27)
Fiera Strategic Balanced Class $162,518,925 (As of 2020-02-27)
Fiera U.S. Dividend Class $90,805,740 (As of 2020-02-27)
Loomis Sayles Global Diversified Corporate Bond Class $159,346,814 (As of 2020-02-27)
Oakmark International Equity Class $62,548,426 (As of 2020-02-27)
Oakmark U.S. Equity Class $26,146,115 (As of 2020-02-27)
Fiera Canadian Bond Class $159,096,570 (As of 2020-02-27)
Fiera Canadian Dividend Class $39,425,092 (As of 2020-02-27)
1
Total Net Assets $165,862,737 (As of 2020-02-27)
1
Total Net Assets $150,391,071 (As of 2020-02-27)
1
Total Net Assets $48,156,453 (As of 2020-02-27)
1
Total Net Assets $162,518,925 (As of 2020-02-27)
1
Total Net Assets $90,805,740 (As of 2020-02-27)
1
Total Net Assets $159,346,814 (As of 2020-02-27)
1
Total Net Assets $62,548,426 (As of 2020-02-27)
1
Total Net Assets $26,146,115 (As of 2020-02-27)
1
Total Net Assets $159,096,570 (As of 2020-02-27)
1
Total Net Assets $39,425,092 (As of 2020-02-27)