FÉRIQUE Turnkey Solutions
Whether you choose our actively managed mutual fund portfolios or our exchange-traded fund (ETF) portfolios, you benefit from turnkey solutions combining expertise and professional management, giving you confidence and peace of mind.
Our turnkey solutions
FÉRIQUE Portfolios
Turnkey solutions with a long-term strategic asset allocation to invest in a combination of actively managed mutual funds.
FÉRIQUE ETF Portfolios
Turnkey solutions with a long-term strategic asset allocation to invest primarily in a combination of index-based ETFs.
Discover the two product lines
In general, for a Portfolio, a higher proportion of equity funds typically results in a higher level of risk, as well as greater return potential. To determine which Portfolio is best suited to your investor profile, consult a member of the Wealth Management team at FÉRIQUE Investment Services.
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.
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.
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.
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.
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.
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.
Advantages of FÉRIQUE turnkey solutions
Professional management
No matter which solution you choose, you benefit from strategic asset allocation management, as well as a rigorous process for selecting the underlying investment products.
Rebalancing included
Market movements can lead to deviations from the target allocation, requiring adjustments. With our portfolios, your investments are rebalanced as part of a rigorous process.
Less in fees. More for you.
As a non-profit organization, FÉRIQUE Fund Management reinvests earnings for your benefit, notably to keep management expense ratios (MERs) among the most competitive in Canada¹.
Management features
| Description | FÉRIQUE Portfolios | FÉRIQUE ETF Portfolios |
|---|---|---|
Aims to maximize long-term risk-adjusted returns | ||
Allocation defined and overseen by FÉRIQUE Management | ||
Diversification across asset classes, regions, sectors, and currencies | ||
Rebalancing rules established through a structured process | ||
Optimization of the long-term strategic asset allocation across asset classes | ||
Primarily composed of actively managed FÉRIQUE Funds | ||
Primarily composed of index ETFs | ||
Selection and monitoring of portfolio sub-managers | ||
Selection and monitoring of primarily index ETFs | ||
Active management of investments within each asset class | ||
Responsible investment approach² (exercise of shareholder voting rights, shareholder engagement, ESG factor integration in the selection of managers) |
Need advice for your investments?
Our advisors are available to analyze your profile and help you determine whether our ETF Portfolios are suitable for your objectives, as well as to select the appropriate allocation.
With FÉRIQUE ETF Portfolios, as with all products in the FÉRIQUE Funds and Portfolios range, advice is provided at no additional cost when you transact through FÉRIQUE Investment Services, the principal distributor of FÉRIQUE Funds.
¹ According to Fundata Canada Inc, funds universe with advisory services. See the detailed MER table.
² Responsible investment approach applies to the majority of underlying FÉRIQUE Funds.