Competitive mutual funds for engineering professionals1 only

mission

Who we are

FÉRIQUE Fund Management is a not-for-profit organization that works solely in your interest: the earnings we generate are reinvested to profit our clients. Our mission is to accelerate financial independence of engineering professionals in Quebec. Find out more.


Investment solutions to cover your financial needs

Created in 1974, FÉRIQUE Funds now provide you with a wide range of mutual funds, including turnkey portfolio solutions. These aim to outperform industry medians with a reasonable risk level. By choosing these investments, you gain a considerable advantage: management fees that are among the lowest in Canada3.

PERFORMANCE

FÉRIQUE Funds aim to outperform industry medians with a reasonable risk level.
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FEES AMONG THE LOWEST

FÉRIQUE’s management expense ratios (MERs) are among the lowest in Canada in their respective categories3.
See FÉRIQUE Funds MERs

TURNKEY INVESTMENT SOLUTIONS

The FÉRIQUE Portfolios are turnkey investment solutions that offer the advantages of a fund of funds structure.
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5 FÉRIQUE PORTFOLIOS

The FÉRIQUE Portfolios are turnkey investment solutions that offer the advantages of a “fund of funds” structure:

  • diversification by region and asset class
  • regular rebalancing
  • risk level adapted to the investor’s profile 

FÉRIQUE Conservative Portfolio
Composition: 85% Fixed Income - 15% Equity

FÉRIQUE Moderate Portfolio
Composition: 70% Fixed Income - 30% Equity

FÉRIQUE Balanced Portfolio
Composition: 40% Fixed Income - 60% Equity

FÉRIQUE Growth Portfolio
Composition: 30% Fixed Income - 70% Equity

FÉRIQUE Aggressive Growth Portfolio
Composition: 15% Fixed Income - 85% Equity

Find out more


The FÉRIQUE difference

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An NPO exclusively for engineers
A one-of-a-kind business model that works in your best interests.

investissement responsable

Investing responsibly
The FÉRIQUE Funds are committed to responsible investment. Investing,  is also a matter of values.

performance

Multi-manager approach
Our multi-manager approach consists in diversifying risk by combining portfolio management firms with complementary styles.

Who may invest in the FÉRIQUE Funds?

You are eligible for FÉRIQUE Funds if you are residents of Quebec and if one of the following situations applies to you :

  1. you have a university degree in engineering
  2. you are an engineering student and you have completed one year of study at a recognized university
  3. you are the child or grandchild, the parent or grandparent, the brother or sister of a person listed in points 1 and 2 who is a client
  4. you are the spouse of the persons listed in points 1, 2 and 3
  5. you are the employee of a company that has established a group RRSP with us
Start investing


Companies controlled by the persons listed in points 1 to 4 can also open an account.
For more details, see prospectus (eligibility conditions) or visit this page.

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Start investing2


1. Online, 24/7

Portail
Open an account online on the FÉRIQUE Investment Services Portal or mobile app.


Open an account

Or download the FÉRIQUE mobile app
Apple  Google

2. On the phone

service-conseil
Contact FÉRIQUE Investment Services' Advisory Services team.


514 788-6485  
Toll free 1 800 291-0337
Regular Hours: Monday to Thursday, 8 am to 8 pm. Friday, 8 am to 5 pm

 
 

Plan your first project and open an account2

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CREATE YOUR SAVINGS GOAL2
Create goals, monitor progress and adjust your strategy along the way

PLAN YOUR PROJECT


OPENING AN AN ACCOUNT2

See the eligibility conditions

OPEN AN ACCOUNT


1. See eligibility conditions at www.ferique.com/eligibility
2. With FÉRIQUE Investment Services, principal distributor of the Fonds FÉRIQUE.
3. Median of the management expense ratios for FÉRIQUE Funds are among the lowest in Canada in their respective category.

FÉRIQUE is a registered trademark of Gestion FÉRIQUE and is used under license by its subsidiary, Services d'investissement FÉRIQUE. Gestion FÉRIQUE is an Investment Fund Manager and assumes management duties in relation to the FÉRIQUE Funds. Services d'investissement FÉRIQUE is a Mutual Fund Dealer and a Financial Planning Firm, as well as the Principal distributor of the FÉRIQUE Funds. The Client Portal is the property of Gestion FÉRIQUE and is used under an exclusive license by FÉRIQUE Investment Services. Please note that for commercial purposes, Services d'investissement FÉRIQUE is also known in English as FÉRIQUE Investment Services.

There may be brokerage fees, trailing commissions, management fees and expenses associated with investment in the Funds. Management expense ratios vary from one year to another. Please read the prospectus before investing. Mutual funds are not guaranteed, their values fluctuate frequently and past performance may not be repeated.

The information contained in this article does not constitute an offer or a solicitation of any nature in any jurisdiction in which such an offer or solicitation would not be authorized or to any person to whom it would be illegal to make such an offer or solicitation. The information contained in this article does not constitute specific advice of a financial, legal, accounting or fiscal nature concerning investments. You should not act or rely on the information without seeking the advice of a professional.