FÉRIQUE ETF Growth+ Portfolio
The FÉRIQUE Growth + ETF Portfolio aims to maximize long-term capital growth through a diversified allocation across different types of investments.
The fund primarily invests in exchange-traded funds (ETFs) that provide exposure to Canadian and foreign equities, and to a lesser extent, to bonds and money market securities.
Risks and management characteristics
FÉRIQUE ETF Portfolios are built on a rigorous professional management approach: strategic asset allocation, selection and ongoing monitoring of ETFs, rebalancing carried out according to a defined process, and a transparent fee structure, allowing you to invest with confidence and peace of mind. For the selection of underlying ETFs, FÉRIQUE Fund Management focuses on choosing the best ETFs within their respective categories.
Fund manager
FÉRIQUE Fund Management
Portfolio manager
FÉRIQUE Fund Management
Volatility
Low to medium
Investment horizon
Long
Style
- Value
- Core
- Growth
Sector deviation
- Minor
- Moderate
- Wide
Market capitalization
- Small
- Mid
- 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.
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.
Our investment 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.
FÉRIQUE Funds
Twelve actively managed mutual funds, offering exposure to a range of economic sectors, geographic regions, asset classes and investment styles.