FERIQUE Funds Mutual Funds

 

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

FERIQUE 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, FERIQUE 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

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

FERIQUE FUNDS

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

INCOME FUNDS

    FERIQUE Short-Term Income
    FERIQUE Bond
    FERIQUE Diversified Income

EQUITY FUNDS

    FERIQUE Dividend
    FERIQUE Equity
    FERIQUE American
    FERIQUE European
    FERIQUE Asian
    FERIQUE Emerging Markets
    FERIQUE World Dividend

fErique Portfolios

The FERIQUE 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 

FERIQUE Conservative Portfolio (new)1
Composition: 85% Fixed Income - 15% Equity

FERIQUE Moderate Portfolio
New name of the "FERIQUE Moderate Balanced Fund"2
Composition: 70% Fixed Income - 30% Equity

FERIQUE Balanced Portfolio
New name of the "FERIQUE Balanced Fund"2
Composition: 40% Fixed Income - 60% Equity

FERIQUE Growth Portfolio
New name of the "FERIQUE Balanced Growth Fund"2
Composition: 30% Fixed Income - 70% Equity

FERIQUE Aggressive Growth Portfolio (new)1
Composition: 15% Fixed Income - 85% Equity

1 Available since July 6, 2017. 2 Starting July 6, 2017. Read the press release for all the details.

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