Discover                 FERIQUE Portfolios

The FERIQUE 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 FERIQUE 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.

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

 Watch the webinar on the FÉRIQUE Portfolios (in French)

FERIQUE PORTFOLIOS

Conservative Portfolio
Moderate Portfolio
Balanced Portfolio
Growth Portfolio
Aggressive Growth Portfolio


FERIQUE Conservative Portfolio
Available since July 6, 2017

Turnkey investment solution composed mainly of mutual funds. The investment strategy aims to hold a well-diversified portfolio composed mainly of:

*Long-term target weightings. All percentages expressed in the investment strategy are presented as a percentage of the Fund’s net asset value. These weightings may vary according to the market fluctuations and investors’ transactions in the Fund. Back to top


FERIQUE Moderate Portfolio
New name of the "FERIQUE Moderate Balanced Fund" as of July 6, 2017

Turnkey investment solution composed mainly of mutual funds. The investment strategy aims to hold a well-diversified portfolio composed mainly of:

*Long-term target weightings. All percentages expressed in the investment strategy are presented as a percentage of the Fund’s net asset value. These weightings may vary according to the market fluctuations and investors’ transactions in the Fund. Back to top


FERIQUE Balanced Portfolio
New name of the "FERIQUE Balanced Fund" as of July 6, 2017

Turnkey investment solution composed mainly of mutual funds. The investment strategy aims to hold a well-diversified portfolio composed mainly of:

*Long-term target weightings. All percentages expressed in the investment strategy are presented as a percentage of the Fund’s net asset value. These weightings may vary according to the market fluctuations and investors’ transactions in the Fund. Back to top


FERIQUE Growth Portfolio
New name of the "FERIQUE Balanced Growth Fund" as of July 6, 2017

Turnkey investment solution composed mainly of mutual funds. The investment strategy aims to hold a well-diversified portfolio composed mainly of:


*Long-term target weightings. All percentages expressed in the investment strategy are presented as a percentage of the Fund’s net asset value. These weightings may vary according to the market fluctuations and investors’ transactions in the Fund. Back to top


FERIQUE Aggressive Growth Portfolio
Available since July 6, 2017

Turnkey investment solution composed mainly of mutual funds. The investment strategy aims to hold a well-diversified portfolio composed mainly of:

*Long-term target weightings. All percentages expressed in the investment strategy are presented as a percentage of the Fund’s net asset value. These weightings may vary according to the market fluctuations and investors’ transactions in the Fund. Back to top