Investing and saving, together
Take advantage of objective advice and competitive investment solutions so that you and your family can achieve financial independence faster.
- $3,6 billion:
in assets under management as at March 31, 20231
clients as at March 31, 20232
- 93 %:
of our clients are satisfied according to our latest survey3
Driven by our commitment
FÉRIQUE Fund Management and FÉRIQUE Investment Services are investment sector non-profit organizations that work solely in your best interest. We have a unique business model that serves engineering graduates, their families and their businesses.
Like all financial corporations, we must generate positive returns for our clients. However, we don’t have to answer to shareholders, so we can reinvest our earnings to benefit our clients.
While seeking to outperform industry medians, FÉRIQUE Fund Management favours a responsible investing approach focused on the long term that involves reasonable risk. We entrust mandates to respected portfolio managers, and our management fees are among the lowest in Canada1.
As a non-profit organization, FÉRIQUE Fund Management’s approach to sustainable development goes beyond managing the Funds responsibly. We believe that we must continue to act responsibly and do the right things to ensure a sustainable future for everyone.
You can count on the FÉRIQUE Investment Services Advisory team to assess your needs or financial goals and ensure you are using the right investment strategies to address them.
Who may invest in the FÉRIQUE Funds?
Since 1974, a growing number of engineering graduates and their family members have been putting their trust in FÉRIQUE Funds to make their projects a reality.
Investing in mutual funds
FÉRIQUE Funds and Portfolios provide you with a range of investment opportunities to help you reach your goals and complete your projects. You will find products suited for every investor profile.
Turnkey investment solutions comprised of several funds that are suitable for different types of investors.
A range of funds that allow you to invest in various sectors of the economy, regions of the world or asset classes.
A responsible investment approach focused on the long term that underpins the entire line of FÉRIQUE Funds and Portfolios.
Whether you want to set up a group savings plan or open an investment account for your company, you will have access to a dedicated contact person.
FÉRIQUE Private Wealth clients benefit from highly specialized and personalized advice from a dedicated financial planner. This service is only available to clients with assets reaching a certain threshold.
Respect for our clients is at the root of our mission. We have established a unique model of governance where FÉRIQUE Funds investors may become members and vote for the Board of Directors. You could even run yourself!
- Assets of FÉRIQUE Funds under management by FÉRIQUE Fund Management.
- Clients of FÉRIQUE Investment Services, principal distributor of FÉRIQUE Funds.
- According to the 2022 survey conducted by IPSOS among clients of FÉRIQUE Investment Services, principal distributor of FÉRIQUE Funds.
- The management expense ratios of FÉRIQUE Funds are among the lowest compared to their benchmark universe in Canada, according to Fundata Canada Inc.
- Assets of $750,000 or more invested in FÉRIQUE Funds, including the assets of a spouse and/or a corporation, if applicable. FÉRIQUE Private Wealth Management is a service provided by FÉRIQUE Investment Services.