A unique business model
FÉRIQUE Fund Management and FÉRIQUE Investment Services are not-for-profit organizations that work solely in your interest: the earnings we generate are reinvested to profit of the holders of FÉRIQUE Funds.
- $3,6 billion:
Assets under management as at March 31, 20231
Clients as at March 31, 20232
- 93 %:
Satisfied clients according to the most recent survey3
As manager of the FÉRIQUE Funds, we combine our expertise with that of external portfolio managers whom we select and evaluate based on their performance. The mutual funds offered represent the asset classes necessary for healthy diversification and their management fees are among the lowest in the investment fund industry in Canada1.
As a mutual fund broker, financial planning firm and the principal distributor of FÉRIQUE Funds, we offer holders of FÉRIQUE Funds the types of accounts necessary for sound financial planning (TFSA, RRSP, RESP, RRIF, LIRA, investment accounts, etc.) and personalized advice, at no additional cost, through a team of professionals made up of mutual fund representatives and financial planners.
Guided by our commitment
As an NPO in the field of investments, FÉRIQUE Fund Management and FÉRIQUE Investment Services work in your sole and exclusive interest. A rare and advantageous business model, at the service of engineering graduates, their families and their companies.
Like any financial company, we must generate returns for our customers, but since we do not have to generate profits for shareholders, the profits made are reinvested for the benefit of customers.
While aiming for returns above industry medians, FÉRIQUE Fund Management advocates a responsible investment approach that favors the long term and reasonable levels of risk. Mandates are entrusted to renowned portfolio managers and the management expense ratios are among the lowest in Canada1.
As an NPO, FÉRIQUE Fund Management's vision of sustainable development extends beyond responsible fund management. We believe that we must continue to act as a responsible company and take the right steps to ensure a sustainable future for everyone.
To analyze your financial needs or objectives, and ensure that your investment strategies meet them, you can count on the sound and objective advice of the FÉRIQUE Investment Services advisory team.