MER: A visible difference
This calculator allows you to compare how much your capital in a FÉRIQUE Fund would grow relative to the same amount in a fund of the same category that charges the median management expense ratio (MER) for that category, with gross returns being equal*.
MER Effect Calculator
FÉRIQUE Funds’ management expense ratios (MERs) are among the lowest in Canada*.
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Sources: Fundata Canada Inc. as Of June 30, 2024, FÉRIQUE Fund Management, as of June 30, 2024.
* Median fees for funds with service. The Management Expense Ratios of FÉRIQUE Funds are among the lowest compared to their benchmark universe in Canada, according to Fundata Canada Inc.
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. Any hypothetical return or growth shown is 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 FÉRIQUE Funds also pays an Administration Fee to Gestion FÉRIQUE in exchange for all operating charges, except for specific Fund expenses as defined in the simplified prospectus. 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.