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Portfolios for peace of mind

Turnkey solutions to invest in a variety of investment funds based on your investor profile.

Benefits of the FÉRIQUE Portfolios

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Suited to different types of investors

Each FÉRIQUE Portfolio is tailored to a specific investor profile, allowing you to invest based on your own risk tolerance.

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Diversified

The Portfolios invest across a range of asset classes and regions of the world, using different management styles.

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Regularly rebalanced

Our Portfolios are regularly rebalanced by experts to maintain the right balance between risks and returns and avoid making decisions influenced by emotions.

6 FÉRIQUE Portfolios

Based on their risk level, FÉRIQUE Portfolios are each suited for a different investor profile, from the most cautious to the more aggressive. They follow a precise asset allocation to help you reach your goals.

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The Portfolio is comprised of 85% fixed income funds and 15% equity funds to provide investment income and, to a lesser extent, capital appreciation through diversification among different types of investments. It mainly invests in mutual funds that are exposed to bond securities, money market securities and, to a lesser extent, Canadian and foreign equities.

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The Portfolio is comprised of 70% income funds and 30% equity funds to maximize investment income and, to a lesser extent, provide long-term capital appreciation through diversification among different types of investments. It mainly invests in mutual funds that are exposed to bond securities, Canadian and foreign equities, as well as money market securities.

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The Portfolio is comprised of 40% fixed income funds and 60% equity funds to maximize long-term capital gain through diversification among different types of investments. It mainly invests in mutual funds that are exposed to bond securities, Canadian and foreign equities, as well as money market securities.

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The Portfolio is comprised of 30% fixed income funds and 70% equity funds to maximize long-term capital growth through diversification among different types of investments. It mainly invests in mutual funds that are exposed to Canadian and foreign equities, bond securities, as well as money market securities.

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The Portfolio is comprised of 15% fixed income funds and 85% equity funds to maximize long-term capital growth through diversification among different types of investments. It mainly invests in mutual funds that are exposed to Canadian and foreign equities and, to a lesser extent, bond securities and money market securities.

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The FÉRIQUE 100% Equity Portfolio seeks to maximize long-term capital growth by a policy of diversification among different types of investments. It mainly invests in mutual funds that are exposed to Canadian and foreign equities.

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Risk–return trade-off

As a rule, higher-risk investments offer you a chance to earn higher returns. It means that the higher the Portfolio’s allocation to equity funds is, the higher the potential returns it will offer. Talk to a member of our Advisory Services team to determine which Portfolio fits your investor profile.

Target allocation of FÉRIQUE Portfolios

The investment strategies aim to produce well-diversified portfolios composed as follows.
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Conservative
Portfolio
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Moderate
Portfolio
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Balanced
Portfolio
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Growth
Portfolio
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Aggressive
Portfolio
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100% Equity
Portfolio
Income Funds
Cash
Cash 9.0% 5.5 % 1.0% 1.0% 1.0% 1.0%
FÉRIQUE Canadian Bond 
FÉRIQUE Canadian Bond    58.0% 48.0% 22.5% 18.5% 10.5% 0.0%
 FÉRIQUE Global Sustainable Development Bond
FÉRIQUE Global Sustainable Development Bond 13.5% 12.0% 9.5% 6.0% 2.0% 0.0%
FÉRIQUE Globally Diversified Income
FÉRIQUE Globally Diversified Income 5.0% 5.0% 8.0% 5.0% 1.5% 0.0%
Fixed income
Fixed income 85.5% 70.5% 41.0% 30.5% 15.0% 1.0%
Equity Funds
FÉRIQUE Canadian Dividend Equity 
FÉRIQUE Canadian Dividend Equity  6.0% 8.5% 7.0% 4.0% 0.0% 0.0%
FÉRIQUE Canadian Equity
FÉRIQUE Canadian Equity 1.5% 6.0% 11.5% 17.5% 26.5% 30.0%
FÉRIQUE American Equity 
FÉRIQUE American Equity 1.5% 3.5% 17.5% 18.5% 22.5% 30.0%
FÉRIQUE International Equity Fund 
FÉRIQUE International Equity Fund  1.5% 2.5% 9.0% 9.5% 11.5% 15.0%
FÉRIQUE World Dividend Equity 
FÉRIQUE World Dividend Equity  2.5% 5.5% 0.0% 0.0% 0.0% 0.0%
FÉRIQUE Emerging Markets Equity 
FÉRIQUE Emerging Markets Equity  0.0% 0.0% 5.0% 5.0% 5.5% 7.0%
FÉRIQUE Global Sustainable Development Equity
FÉRIQUE Global Sustainable Development Equity 1.5% 3.5% 4.5% 7.5% 7.5% 5.0%
FÉRIQUE Global Innovation Equity
FÉRIQUE Global Innovation Equity   0.0% 0.0% 4.5% 7.5% 11.5% 12.0%
Equity
Equity 14.5% 29.5% 59.0% 69.5% 85.0% 99.0%

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Fund management at a glance

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Professional management

FÉRIQUE Fund Management selects and closely monitors world respected managers, while paying special attention to risk management.

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Responsible Investment

We’ve been committed to responsible investment for close to 20 years, allowing you to help create a better future without jeopardizing the returns on your investments.

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Competitive Funds

Our Funds seek to outperform industry medians with reasonable risk. When you invest in FÉRIQUE Funds, you pay some of the lowest management fees in Canada.*

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Plenty of opportunities to complete your projects

FÉRIQUE Funds, which comprise most of our Portfolios, allow you to invest directly in various sectors of the economy, regions of the world or asset classes to better diversify your investments.

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Need advice on your investments?

To invest in a Fund or find out if it is suitable for your investor profile, contact FÉRIQUE Investment Services, the principal distributor of the FÉRIQUE Funds.

Regulatory documents

All the regulatory documents you need for FÉRIQUE Funds and Portfolios.

Reach financial independence faster

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