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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.

5 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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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
Income Funds
Cash
Cash 15.0% 10.0% 1.0% 1.0% 1.0%
FÉRIQUE Canadian Bond 
FÉRIQUE Canadian Bond    30.0% 30.0% 22.5% 18.0% 10.0%
 FÉRIQUE Global Sustainable Development Bond
FÉRIQUE Global Sustainable Development Bond 35.0% 25.0% 9.0% 6.0% 2.0%
FÉRIQUE Globally Diversified Income
FÉRIQUE Globally Diversified Income 5.0% 5.0% 7.5% 5.0% 2.0%
Fixed income
Fixed income 85.0% 70.0% 40.0% 30.0% 15.0%
Equity Funds
FÉRIQUE Canadian Dividend Equity 
FÉRIQUE Canadian Dividend Equity  10.0% 10.0% 15.0% 0.0% 0.0%
FÉRIQUE Canadian Equity
FÉRIQUE Canadian Equity 0.0% 10.0% 10.0% 20.0% 25.0%
FÉRIQUE American Equity 
FÉRIQUE American Equity  0.0% 0.0% 10.0% 10.0% 10.0%
FÉRIQUE European Equity 
FÉRIQUE European Equity  0.0% 0.0% 5.0% 10.0% 10.0%
FÉRIQUE Asian Equity 
FÉRIQUE Asian Equity  0.0% 0.0% 5.0% 10.0% 10.0%
FÉRIQUE World Dividend Equity 
FÉRIQUE World Dividend Equity  5.0% 10.0% 0.0% 0.0% 0.0%
FÉRIQUE Emerging Markets Equity 
FÉRIQUE Emerging Markets Equity  0.0% 0.0% 5.0% 5.0% 10.0%
FÉRIQUE Global Sustainable Development Equity
FÉRIQUE Global Sustainable Development Equity 0.0% 0.0% 5.0% 7.5% 10.0%
FÉRIQUE Global Innovation Equity
FÉRIQUE Global Innovation Equity   0.0% 0.0% 5.0% 7.5% 10.0%
Equity
Equity 15.0% 30.0% 60.0% 70.0% 85.0%

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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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Supporting 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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Acting on our commitment

We are acting on our commitment to responsible investment by integrating ESG considerations to investment decisions and exercising our shareholder power against companies. With these actions, we hope that your investments will help better society and the planet.

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Working toward carbon neutral funds

FÉRIQUE Fund Management is committed to ensure that all funds will be aligned with the Paris Agreement goals and become carbon neutral by 2050.

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Sustainable development funds

Funds focused on sustainable development so that everyone can invest while staying true to their values.

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FÉRIQUE Investment Services

Need advice for your investments?

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

Regulatory documents

The Prospectus seeks to protect investors by providing them with all the information they need to make informed investment decisions.

As required by law, this document must present comprehensive, full and true disclosure of all material facts regarding the securities to be issued. It contains detailed information on each Fund, while also describing:

  • Risks associated with different types of investments
  • Conditions to purchase or redeem securities
  • Fees
  • Income tax considerations
  • Legal rights of investors

The Prospectus must be provided to anyone upon request. Investors who read closely this document are better equipped to assess the quality of different investment vehicles and determine if the potential returns and associated risks are in line with their specific needs and goals.

The Annual Information Form is incorporated by reference into the Prospectus and provides additional information about the Funds and their operations that is not otherwise disclosed in the Prospectus, including:

  • The history of the Funds
  • Investment restrictions that apply to the Funds
  • Valuation method for portfolio securities
  • Description of the people in charge of the Funds’ operations, including
  • dministrators and directors of FÉRIQUE Fund Management
  • Description of the Fund governance measures in place
  • Detailed description of the income tax considerations of investing in the Funds

    The Fund Facts is a document that presents key information any investor should know before investing in a mutual fund. It highlights, among other things, the fund’s performance, as well as the risks and fees related to acquiring and holding securities of the investment fund. It helps you make informed decisions, and better compare different funds within the same investment management company or across different companies. Fund Facts are sent to everyone who invest in the Funds.

    The Portfolio Overview is comprised of a list of the top 25 holdings of each Fund, as well as a description of the net asset value mix and portfolio allocation. This document is prepared for each individual Fund for quarters ending March 31 and September 30 of each year.

    Investment Portfolios - March 2023

    Investment Portfolios - September 2023

    This document includes comments and comprehensive tables about the management, composition and returns of each FÉRIQUE Fund. Annual management reports are published as at December 31 and Interim management reports as at June 30 of each year.

    Annual Management Reports 2023

    Interim Management Reports 2023

    FÉRIQUE Funds’ Independent Review Committee was established on May 1, 2007, in accordance with the rules set out by the Canadian Securities Administrators in National Instrument 81-107. The role of the IRC is to approve or make recommendations with regard to conflicts of interest that were identified as such by FÉRIQUE Fund Management in its capacity as manager of the FÉRIQUE Funds. The Independent Review Committee’s Report presents the work undertaken by members of the committee during the fiscal year.

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