FERIQUE Fund Management is pleased to announce that it won an award at the Lipper Fund Awards on November 8. These awards are given to funds that offer superior risk-adjusted performance and the greatest stability over set periods ending July 31, 2017.
This year, the winning fund was the FERIQUE Asian Fund, recognized as the best fund for the three-year period in the Asia Pacific Equity Fund category.
FERIQUE Fund Management offers its investors Funds that aim to produce consistent returns over the long term with a reasonable level of risk. This award presented to the Asian Fund demonstrates the achievement of this objective for the period observed.
FERIQUE Fund Management's unique business model, which reinvests all profits for the sole benefit of its clients, ensures that FERIQUE Funds have one of the most advantageous fee structures in Canada, allowing investors to receive a larger share of their portfolio's performance.
As of July 31, 2017, FÉRIQUE Asian Fund's management expense ratio (MER) stood at 1.25% while other funds in the same category had a median MER of 2.26% (source: Fundata Canada Inc., as of June 30, 2017).
For more information about this Fund, please visit www.ferique.com.
About Gestion FÉRIQUE
Founded on October 12, 1999, FERIQUE Fund Management (www.ferique.com) is the manager of FERIQUE Funds, launched in 1974 by the Ordre des ingénieurs du Québec. FÉRIQUE is the only not-for-profit mutual fund company in Canada whose sole purpose is to serve the interests of engineers, engineering graduates and their families. The firm offers 15 mutual funds diversified across all asset classes. Management of the Funds is entrusted to renowned investment firms, handpicked by FERIQUE Fund Management based on their asset class expertise. FERIQUE Funds have more than $2.6 billion in assets under management and approximately 22,000 clients.
About the Lipper Fund Awards
The Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that celebrate exceptional performance throughout the professional investment community. The Thomson Reuters Awards for Excellence recognize the world's top funds, fund management firms, sell-side firms, research analysts and investor relations teams. The Thomson Reuters Awards for Excellence also include the Extel Survey Awards, StarMine Analyst Awards and StarMine Broker Rankings. For more information, please contact [email protected] or visit excellence.thomsonreuters.com.
From Thomson Reuters Lipper Awards, ©2017 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited.
FÉRIQUE Asian Fund was awarded the 2017 Lipper Fund Award in the Asia Pacific Equity Fund category for the three-year period ending July 31, 2017 out of a total of 12 funds. The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36-, 60- and 120-month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see www.lipperweb.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.
Performance for the fund for the period ended July 31, 2017 is as follows: 16.5% (1 year), 10.1% (3 years), 13.5% (5 years), 4.2% (10 years) and 7.6% (since inception on June 23, 2003). The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 5 (3 years), 4 (5 years), 3 (10 years). Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns, including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed; their values change frequently and past performance may not be repeated.
FÉRIQUE Funds are distributed by Services d’investissement FÉRIQUE, as Principal distributor. Gestion FÉRIQUE and Services d’investissement FÉRIQUE may not be held liable for any inaccuracy or omission in the information provided and neither Gestion FÉRIQUE, Services d’investissement FÉRIQUE nor its employees or agents may be held liable for any damage that may have been caused directly or indirectly by the use of information contained in this document.