FÉRIQUE Funds Mutual Funds

 

Investment solutions to cover your financial needs
FÉRIQUE Funds and Portfolios provide you with multiple investment opportunities to help you achieve your goals.

PERFORMANCE

FÉRIQUE Funds aim to outperform industry medians with a reasonable risk level.
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expertise

FÉRIQUE Fund Management selects renowned institutional managers and monitors them closely, with a special focus on risk management.
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FEES AMONG THE LOWEST

FÉRIQUE’s management expense ratios (MERs) are among the lowest in Canada in their respective categories3.
See FÉRIQUE Funds MERs

FÉRIQUE FUNDS

The FÉRIQUE Funds enable you to concentrate your investments in various regions or asset classes and to construct a well-diversified portfolio. 

INCOME FUNDS  Short-Term Income Canadian Bond Global Sustainable Development Bond* Globally Diversified Income

EQUITY FUNDS Canadian Dividend Equity Canadian Equity
American Equity European Equity Asian Equity Emerging Markets Equity
World Dividend Equity Global Sustainable Development Equity* Global Innovation Equity*

*Discover the three new funds

fErique Portfolios

The FÉRIQUE Portfolios are turnkey investment solutions that offer the advantages of a “fund of funds” structure:

  • diversification by region and asset class
  • regular rebalancing
  • risk level adapted to the investor’s profile 

FÉRIQUE Conservative Portfolio
Composition: 85% Fixed Income - 15% Equity

FÉRIQUE Moderate Portfolio
Composition: 70% Fixed Income - 30% Equity

FÉRIQUE Balanced Portfolio
Composition: 40% Fixed Income - 60% Equity

FÉRIQUE Growth Portfolio
Composition: 30% Fixed Income - 70% Equity

FÉRIQUE Aggressive Growth Portfolio
Composition: 15% Fixed Income - 85% Equity

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MULTI-MANAGER APPROACH

All the FÉRIQUE Portfolios and many FÉRIQUE Funds benefit from a multi-manager approach that diversifies risk by combining portfolio management firms with complementary styles. 

RESPONSIBLE INVESTMENT

Our approach will enable you to combine your convictions with your investment decisions while offering you a competitive potential return. Because investing is also a matter of values.   
Read our Responsible Investment  Policy