Funds designed to meet your needs
Whether it is to plan your retirement, your children's education or a trip, FÉRIQUE Funds can help you carry out your projects.
13 Funds to discover
Our range of mutual funds includes Canadian, international and specialty funds that allow you to invest in different economic sectors, geographies, asset classes and investment styles.
FÉRIQUE Funds: in brief
Professional management
FÉRIQUE Fund Management selects world-renowned managers and closely supervises them while paying particular attention to risk management.
Responsible investment
Our commitment to responsible investment for nearly 20 years makes it possible to be part of the solution for a better future without compromising the financial performance of your investments.
Competitive Funds
Our funds aim to deliver returns above industry medians with a reasonable level of risk. By investing in it, you take advantage of a major advantage: management fees that are among the lowest in Canada.
4 Fixed Income Funds
Comprised of a variety of securities like bonds and other debt securities, income funds aim to provide investors with regular income.
Created in 1975, this Fund aims to conserve capital and maximize income. It invests primarily in money market securities including commercial paper, bankers' acceptances and government treasury bills.
Created in 1975, this Fund aims to maximize total return through a combination of high income and capital appreciation. It invests and reinvests primarily in fixed income securities issued by governments or corporations.
Established in 2021, this Fund aims to provide income and, to a lesser extent, long-term capital appreciation. It invests, directly or indirectly (including through investments in ETFs or other UCIs), in a globally diversified portfolio, consisting primarily of fixed-income securities of government and corporate issuers which are used to finance projects or companies that aim to align themselves with the principles of sustainable development. The Fund follows a responsible investment approach linked to sustainable development.
Created in 2016, this Fund aims to provide income and, to a lesser extent, long-term capital appreciation. It invests primarily in a globally diversified portfolio of fixed income and equity securities, and may also invest in exchange-traded Funds (ETFs).
9 Equity Funds
This type of Fund is composed mainly of shares of listed companies, which are subject to the risks of fluctuations in the financial markets.
Created in 2009, this Fund aims to achieve a balance between high dividend income and long-term capital growth. It invests primarily in equity securities of Canadian companies that pay dividends.
Established in 1975, this Fund aims to maximize total return through capital appreciation rather than income maximization. The value of the capital is therefore variable, and the horizon is long term. To this end, the portfolio consists essentially of ordinary shares of all classes and categories.
Created in 1996, this fund aims to maximize long-term return through capital appreciation. It invests primarily in common stocks of all classes and categories in the US market.
Created in 2003, this Fund aims to maximize long-term return through capital appreciation. It invests primarily in common stocks of all classes and categories in the European market.
Created in 2003, this Fund aims to maximize long-term return through capital appreciation. It invests primarily in common stocks of all classes and categories in Asian markets.
Created in 2016, this Fund aims to maximize long-term return through capital appreciation by investing directly in equity securities located mainly in emerging countries or in securities of one or more UCIs (Undertakings for Collective Investments) with the objective of investing mainly in emerging countries.
Created in 1993, this Fund aims to provide income and long-term capital growth. It invests primarily in dividend-paying securities, and shares and securities of all other classes and categories of companies located anywhere in the world.
This Fund received the FundGrade A+ Award from Fundata, highlighting its very strong risk-adjusted performance for the year ending December 31, 2022.
Created in 2021, this fund aims to maximize long-term return through capital appreciation. It invests, directly or indirectly (including through investments in ETFs or other UCIs), in a globally diversified portfolio consisting primarily of equity securities of issuers in developed or emerging markets which seek, through their products , services or actions, to align with the principles of sustainable development. The fund follows a responsible investment approach linked to sustainable development.
Created in 2021, this Fund aims to maximize long-term return through capital appreciation. It invests, directly or indirectly (including through investments in ETFs or other UCIs), in a globally diversified portfolio consisting primarily of equity securities of issuers in developed or emerging markets seeking innovation or benefiting from innovation or trends related to innovation.
Don't have the time or interest to diligently monitor the asset allocation of your investments? FÉRIQUE Portfolios are true turnkey solutions. They correspond to different investor profiles, from the most conservative to the most daring, depending on their level of risk. They are managed according to a precise combination of investments to allow you to achieve your objectives, with complete peace of mind.
* Median of the management expense ratios for FÉRIQUE Funds are among the lowest in Canada in their respective category.