FÉRIQUE Funds

Created in 1975, the Fund seeks to preserve capital and maximize income. It mainly invests in money market securities, including commercial paper, bank acceptances and government Treasury bills.

Created in 1975, the Fund seeks to maximize the total return through high income and capital appreciation. It mainly invests and reinvests in fixed income securities of governments or corporations.

Launched in 2021, the Fund seeks to provide income and, to a lesser extent, long-term capital appreciation. It invests, directly or indirectly (including through investments in ETFs or other mutual funds), in a globally diversified portfolio, composed mainly of fixed income securities of governments and corporations that are used to finance projects or businesses that aim to align with sustainable development principles. The Fund follows a responsible investment approach focused on sustainable development.

Launched in 2016, the Fund seeks to provide income and, to a lesser extent, long-term capital appreciation. It mainly invests in a globally diversified portfolio of fixed income and equity securities, as well as exchange-traded funds (ETFs).

Created in 2009, the Fund seeks to achieve a balance between high dividend income and long-term capital growth. It mainly invests in Canadian equities that produce dividend income.

Created in 1975, the Fund seeks to maximize the total return through capital appreciation rather than income maximization. The value of the capital varies and the investment horizon is long-term. To that end, the Fund mainly invests in all classes and categories of common shares.

Created in 1996, the Fund seeks to maximize long-term return through capital appreciation. It mainly invests in all classes and categories of common shares on the U.S. market.

Created in 2003, the Fund seeks to maximize long-term return through capital appreciation. It invests primarily in all classes and categories of common shares of companies located primarily in developed markets outside of Canada and the United States.

Created in 2016, the Fund seeks to maximize long-term return through capital appreciation by investing directly in equity securities from primarily emerging markets or in securities of one or more mutual funds whose objective is to invest primarily in emerging countries.

Created in 1993, the Fund seeks to provide income and long-term capital growth. It mainly invests in dividend-paying stocks, as well as other classes and categories of securities of companies throughout the world.

Created in 2021, the Fund seeks to maximize long-term return through capital appreciation. It invests, directly or indirectly (including through investments in ETFs or other mutual funds), in a globally diversified portfolio, composed mainly of equity securities of both developed and emerging market issuers, which aim to align with the principles of sustainable development through their products, services or actions. The Fund follows a responsible investment approach focused on sustainable development.

Created in 2021, the Fund seeks to maximize long-term return through capital appreciation. It invests, directly or indirectly (including through investments in ETFs or other mutual funds), in a globally diversified portfolio, composed mainly of equity securities of both developed and emerging market issuers, which aim for innovation or benefit from innovation or trends related to innovation.