FÉRIQUE 100% Equity Portfolio

The Portfolio is comprised of 100% equity Portfolio and 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.

  • Fund code
  • Price per share
  • Current MER
  • RRSP eligibility
  • Load

Risks and management characteristics

We combine our expertise with outside portfolio managers that we select and closely monitor, while paying special attention to risk management.

Fund manager

Gestion FÉRIQUE

Portfolio manager(s)

Gestion FÉRIQUE

Sub-manager(s)

Baker Gilmore & Associés inc./ Baker Gilmore & Associates Inc.

Volatility

Mid

Investment horizon

Long

Style

  • Value
  •  Core 
  • Growth

Sector deviation

  • Minor
  •  Moderate 
  • Wide

Market capitalization

  • Small
  • Mide
  •  Large 

Regulatory documents

The prospectus seeks to protect investors by providing information they need to make informed investment decisions.

By law, the prospectus must provide a complete, accurate and clear presentation of material facts pertaining to the securities that will be issued. In addition to detailed information on each available Fund, it describes:

  • Risks associated with various investments
  • Condition for purchase and redemption
  • Fees
  • Tax consequences
  • Investor rights

The prospectus must be distributed to every FÉRIQUE Fund unitholder. By studying this document, investors are better equipped to judge the quality of each investment vehicle, evaluating the degree of risk and potential return with their own needs and goals in mind.

Fund Facts is a fact sheet that presents vital information every investor should know before investing in a mutual fund. This document includes, among other things, fund performance, risks and fees related to acquiring and holding securities of the investment fund. In addition to helping you make informed decisions, it also allows you to better compare different fund companies or various funds of the same company.

Investing in mutual funds

FÉRIQUE Funds and Portfolios offer you a variety of investment opportunities to help you reach your goals and realize your projects. Whatever your investor profile, you'll find a product that suits you.

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FÉRIQUE Portfolios

Turnkey investment solutions composed of several funds, to offer investments adapted to different investor profiles.

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FÉRIQUE Funds

A range of funds allowing you to invest in different economic sectors, geographical areas or various asset classes.

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Responsible investment

A responsible investment approach that focuses on the long term and governs the entire range of FÉRIQUE Funds and Portfolios.

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FÉRIQUE Investment Services
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.

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