FÉRIQUE Funds and Portfolios

 

Mutual funds to cover all your financial needs

A broad selection of mutual funds, managed by FÉRIQUE Fund Management, provides you with multiple investment opportunities to help you achieve your goals.

DIVERSIFICATION

FÉRIQUE Fund Management aims to build funds that have an optimal structure in order to decrease volatility risk and generate stable returns over time. These aim to outperform industry medians with a reasonable risk level.
More about diversification

RECOGNIZED EXPERTISE

Through its rigorous processes, FÉRIQUE Fund Management selects renowned institutional managers and monitors them closely, with a special focus on risk management.
More about the management of our Funds and Portfolios

FEES AMONG THE LOWEST

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

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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

    FÉRIQUE Short-Term Income
    FÉRIQUE Canadian Bond
    FÉRIQUE Globally Diversified Income

EQUITY FUNDS

    FÉRIQUE Canadian Dividend Equity
    FÉRIQUE Canadian Equity
    FÉRIQUE American Equity
    FÉRIQUE European Equity
    FÉRIQUE Asian Equity
    FÉRIQUE Emerging Markets
    FÉRIQUE World Dividend Equity

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

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