The FÉRIQUE Portfolios offer investors peace of mind 

advantages:

  • Turnkey investment solutions adapted to your risk-tolerance profile
  • Diversification by region and asset class 
  • Regular rebalancing to manage market volatility and avoid emotional decision making 
  • Advantages of a multi-manager approach with a “fund of funds” structure
  • Low fees: MERs that are among the lowest in the Canadian fund industry when compared to their respective category

Turnkey investment solutions

The FÉRIQUE Portfolios are composed mainly of mutual funds. Our Portfolio line-up is designed to fit the unique needs of the different investor profiles. You will certainly find the solution that fits your investment objectives.


COMPOSITION OF PORTFOLIOS

The investment strategies aim to produce well-diversified portfolios composed as follows.

  Conservative Portfolio Moderate Portfolio Balanced Portfolio Growth Portfolio Aggressive Growth Portfolio
BREAKDOWN Target Target Target Target Target
Cash
15,0 % 10,0 % 1,0 % 1,0 % 1,0 %
Canadian Bond 45,0 % 35,0 % 22,5 % 16,0 % 5,0 %
Global Sustainable Development Bond* 15,0 % 15,0 % 9,0 % 8,0 % 4,0 %
Globally Diversified Income 10,0 % 10,0 % 7,5 % 5,0 % 5,0 %
FIXED INCOME 85,0 % 70,0 % 40,0 % 30,0 % 15,0 %
Canadian Dividend Equity  10,0 % 10,0 % 15,0 % 0,0% 0,0 %
Canadian Equity  0,0 % 10,0 % 10,0 % 20,0 % 25,0 %
American Equity  0,0 % 0,0 % 10,0 % 10,0 % 10,0 %
European Equity  0,0 % 0,0 % 5,0 % 10,0 % 10,0 %
Asian Equity  0,0 % 0,0 % 5,0 % 10,0 % 10,0 %
World Dividend Equity  5,0 % 10,0 % 0,0 % 0,0 % 0,0 %
Emerging Markets Equity  0,0 % 0,0 % 5,0 % 5,0 % 10,0 %
Global Sustainable Development Equity* 0,0 % 0,0 % 5,0 % 7,5 % 10,0 %
Global Innovation Equity* 0,0 % 0,0 % 5,0 % 7,5 % 10,0 %
EQUITY 15,0 % 30,0 % 60,0 % 70,0 % 85,0 %
Fund Profile Fund Profile Fund Profile Fund Profile Fund Profile Fund Profile

*New Funds created in 2021. Click here for to find out more.