Fee Effect Calculator

Management fees: you can see the difference

FERIQUE Fund management fees are much lower than the industry average. See the impact of this difference on your own investments.

MANAGEMENT FEE EFFECT CALCULATOR

This calculator lets you compare your capital growth in a FERIQUE Fund to other funds in its class - assuming the same gross return.

Simply enter any amount and see the long-term impact of lower management fees on your investments. The calculation is simple: the lower your fees, the higher your investment growth - at the same rate of return.

It’s no accident that our fees are among the lowest in the industry. FERIQUE Management Fund is a non-profit organization that serves only the best interests of their clients. Our Funds are designed for your benefit, so take advantage of them.

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Potential long-term growth simulation

Source: Fundata Canada inc., FERIQUE Fund Management, as at June 30, 2017
*Current Management Expense Ratio

FÉRIQUE is a registered trademark of Gestion FÉRIQUE and is used under license by its subsidiary, Services d'investissement FÉRIQUE. Gestion FÉRIQUE is an Investment Fund Manager and assumes management duties in relation to the FÉRIQUE Funds. Services d'investissement FÉRIQUE is a Mutual Fund Dealer and a Financial Planning Firm, as well as the Principal distributor of the FÉRIQUE Funds. Please note that for commercial purposes, Services d'investissement FÉRIQUE is also known in English as FÉRIQUE Investment Services.
There may be brokerage fees, trailing commissions, management fees and expenses associated with investment in the Funds. Management expense ratios vary from one year to another. Please read the prospectus before investing. The rate of return and mathematical table shown are used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of a Fund or returns on investment in a Fund. Mutual funds are not guaranteed, their values fluctuate frequently and past performance may not be repeated.
FÉRIQUE Funds pay management fees to Gestion FÉRIQUE allowing it to assume the fees of the portfolio managers, the fees relating to the marketing or distribution of the FÉRIQUE Funds and the administration fees of the manager of the FÉRIQUE Funds. Each of the Funds pays all of its own operating expenses. No commissions are payable by the unitholders for a subscription in the FÉRIQUE Funds if such subscription is made through Services d'investissement FÉRIQUE; brokerage fees could however be payable should the subscription be made through a broker other than the principal distributor.