The funds offer new investment vehicles that contribute to meeting our major societal challenges. They also allow for sound management of certain developing risks, while opening the door to new investment opportunities and even greater diversification.
Fixed income and sustainable development go hand in hand
A globally diversified fund composed mainly of fixed income securities of governments and corporations, the FÉRIQUE Global Sustainable Development Bond Fund holds securities used to finance projects and businesses that aim to align with the principles of sustainable development. With a low level of risk, the fund aims to provide long-term income and capital appreciation.
Equities aligned with sustainable development
The Global Sustainable Development Equity Fund is a globally diversified fund composed mainly of equities of developed and emerging market issuers that aim to align with the principles of sustainable development. With a medium level of risk, the fund aims to maximize long-term returns through capital appreciation.
An innovation-based view of the future
The Global Innovation Equity Fund is a globally diversified fund composed mainly of companies in developed or emerging markets that aim for innovation or benefit from innovation or related trends. With a medium-to-high level of risk, the fund aims to maximize long-term returns through capital appreciation.
The new funds can be purchased individually, but it should be noted that all the FÉRIQUE Portfolios invest in the Global Sustainable Development Bond Fund, while FÉRIQUE’s Balanced, Growth and Aggressive Portfolios also invest in the Global Sustainable Development Equity Fund and the Global Innovation Equity Fund. This diversification into new themes improves the portfolios’ risk-return profile.
A sustainable vision of responsible investing
At FÉRIQUE Fund Management, we have always refused to create funds based on current trends, preferring to respect a long-term investment philosophy that meets investor needs in a sustainable way.
This vision stems from the business model of FÉRIQUE Fund Management. As a non-profit organization (NPO), it operates a platform whose objective is not to generate short-term profits for shareholders. Its model also fosters proximity between the client and the organization; everyone can become a member and make their interests and expectations known at annual meetings.
In fact, it was members who prompted FÉRIQUE Fund Management to adopt a responsible investment policy governing voting right. Since then, responsible investment has played a central role in our organization.
Funds that ensure continuity
For FÉRIQUE Fund Management, responsible investing is not only a matter of values, but also a vital aspect of risk management in a market that increasingly tends to penalize companies whose sustainable development and social responsibility practices are based on outdated models.
This approach also allows us to focus on our mission of growing the assets of engineers, engineering professionals, their families and their businesses.
By offering three new funds focused specifically on sustainability and innovation, we are once again putting responsible investment at the heart of everything we do.