What if investing wasn’t a chore?

A FÉRIQUE Turnkey solution is a diversified investment portfolio, constructed, managed and monitored by professionals according to a pre-established strategy. All investors need to do is choose the portfolio corresponding to their profile and objectives. 

At FÉRIQUE Fund Management, these solutions take the form of two complementary fund groups:

• Six FÉRIQUE Portfolios, consisting mainly of actively managed mutual funds; and 
• Four FÉRIQUE ETF Portfolios, the latest addition to our line-up, consisting mainly of index exchange-traded funds.

Two fund groups with the same promise: rigorous, structured management overseen entirely by specialists. 

FÉRIQUE’s ETF Portfolios are designed to meet investors’ changing needs. 

In a nutshell, the portfolios are structured as funds of funds with an index-based approach. They aim to reproduce the performance of their benchmark indexes, such as the S&P/TSX for Canadian equities and the S&P 500 for U.S. equities. 
Why did FÉRIQUE create this new range of funds? 

• To give investors access to a diversified index strategy, with no need for them to choose their own ETFs or rebalance them; and 

• To expand our offering, so that all investors can find the turnkey solution that meets their needs. 

Whether you’re interested in mutual funds or exchange-traded funds, FÉRIQUE Fund Management offers a solution adapted to your investment vision.

1. Rigorous professional management
Behind every portfolio, professionals and experts work constantly on your behalf – analysts and portfolio managers with asset allocation expertise. Their mandate? Select managers or ETFs, monitor their performances and rebalance the portfolios when market movements cause deviations from the target allocations.  

This management approach is anything but improvised. It’s based on a structured selection and monitoring process applied with discipline at each stage. 

2. An established rebalancing mechanism
A portfolio constructed today won’t perform the same way indefinitely. Markets move, weightings shift, risks evolve. That’s why FÉRIQUE’s turnkey solutions incorporate rebalancing mechanisms to keep the target asset allocation in line with the portfolio’s strategy. 

This work, which is often invisible to the investor, is essential to comply with the portfolio’s investment policy and to balance risk and expected return, which promotes consistency with the investor’s long-term objectives.

3. Integrated diversification
Each FÉRIQUE Portfolio, whether it consists of mutual funds or ETFs, invests simultaneously in a number of asset classes, economic sectors and regions of the world in predetermined proportions. 

This multidimensional diversification approach spreads risks to cope more effectively with market fluctuations, regardless of the economic context. 

4. Some of the most competitive MERs in Canada
As a non-profit organization, FÉRIQUE Fund Management reinvests its surpluses for the benefit of its investors. The result is some of Canada’s most competitive management expense ratios (MERs)¹. In addition, FÉRIQUE’s Turnkey solutions come with advisory support for investors who do business with FÉRIQUE Investment Services.

Choosing a FÉRIQUE turnkey solution isn’t about delegating a task out of laziness; it’s about trusting in expertise that works constantly for you. It means opting for a structured, supervised, rigorous approach that allows you to stay invested without bearing the weight of daily decisions on your own. 

With the six FÉRIQUE Portfolios and the four new FÉRIQUE ETF Portfolios, FÉRIQUE Fund Management provides a complete line-up designed to grow with you and help you achieve your financial goals, while aiming for long-term returns that outperform industry medians³.

What if real peace of mind is knowing you have experts looking after your investments?