Management Expense Ratios (MER) of FÉRIQUE Funds are among the lowest in the Canadian mutual fund industry1 .
For the same gross return, lower MERs translate into significantly higher assets over the long term.
|INCOME FUNDS||INDUSTRY2||FÉRIQUE3||FÉRIQUE ADVANTAGE4|
|Short Term Income
|Global Sustainable Development Bond*||1.35||0.90||0.45|
|Globally Diversified Income||1.84||0.97||0.87|
|Aggressive Growth Portfolio||2.22||1.20||1.02|
|EQUITY FUNDS||INDUSTRY2||FÉRIQUE3||FÉRIQUE ADVANTAGE4|
|Canadian Dividend Equity||2.02||1.00||1.02|
|Emerging Markets Equity||2.11||1.55||0.56|
|World Dividend Equity||2.23||1.40||0.83|
|Global Sustainable Development Equity*||2.23||1.50||0.73|
|Global Innovation Equity*||2.23||1.50||0.73|
1. Management expense ratios for FÉRIQUE Funds and Portfolios are among the lowest in Canada compared with their reference universe, according to Fundata Canada Inc.
2. INDUSTRY: Median of the MERs for the investment funds in this category according to Fundata Canada Inc. as at December 31, 2020. Commission-based Funds universe. Medians may have fluctuated since the date of publication of this page
3. FÉRIQUE : MER as at January 1, 2021. / * MER as at January 8, 2021.
4. FÉRIQUE advantage: What you could save in management fees with the FÉRIQUE Funds.
FÉRIQUE is a registered trademark of Gestion FÉRIQUE and is used under license by its subsidiary, Services d'investissement FÉRIQUE. Gestion FÉRIQUE is an Investment Fund Manager and assumes management duties in relation to the FÉRIQUE Funds. Services d'investissement FÉRIQUE is a Mutual Fund Dealer and a Financial Planning Firm, as well as the Principal distributor of the FÉRIQUE Funds. Please note that for commercial purposes, Services d'investissement FÉRIQUE is also known in English as FÉRIQUE Investment Services. There may be brokerage fees, trailing commissions, management fees and expenses associated with investment in the Funds. Management expense ratios vary from one year to another. Please read the prospectus before investing. Mutual funds are not guaranteed, their values fluctuate frequently and past performance may not be repeated.