Peace of mind with Portfolios
Each FÉRIQUE Portfolio is a turnkey solution for investing in a mix of mutual funds according to your investor profile, without having to manage or rebalance this allocation.
The FÉRIQUE Portfolios: Advantages
Adapted to different investor profiles
Each of the FÉRIQUE Portfolios corresponds to a distinct investor profile so that you can invest according to your risk tolerance.
Diversified
The Portfolios offer diversification by asset class, management style and geographic sector.
Rebalanced regularly
Our portfolios are rebalanced regularly by professionals to maintain a balance between risk and return and to avoid emotional decisions.
5 FÉRIQUE Portfolios
FÉRIQUE Portfolios are suitable for different investor profiles, from the most conservative to the most aggressive, depending on their level of risk. They are managed according to a specific mix of investments to help you reach your objectives.
Composed of 85% fixed income funds and 15% equity funds, this fund seeks to provide investment income and, to a lesser extent, a capital appreciation by a policy of diversification among different types of investments. The Fund mainly invests in mutual funds that are exposed to bond securities, money market securities and, to a lesser extent, Canadian and foreign equities
Composed of 70% fixed income funds and 30% equity funds, this funds seeks to maximize investment income and, to a lesser extent, provide long term capital appreciation by a policy of diversification among different types of investments. The Fund mainly invests in mutual funds that are exposed to bond securities, Canadian and foreign equities, as well as money market securities.
Composed of 40% fixed income funds and 60% equity funds, this funds seeks to maximize long-term capital gains by a policy of diversification among different types of investments. The Fund mainly invests in mutual funds that are exposed to bond securities, Canadian and foreign equities, as well as money market securities.
Composed of 30% fixed income funds and 70% equity funds, this funds seeks to maximize long-term capital growth by a policy of diversification among different types of investments. The Fund mainly invests in mutual funds that are exposed to Canadian and foreign equities, bond securities, as well as money market securities
Composed of 15% fixed income funds and 85% equity funds, this funds seeks to maximize long-term capital growth by a policy of diversification among different types of investments. The Fund mainly invests in mutual funds that are exposed to Canadian and foreign equities and, to a lesser extent, bond securities and money market securities.
Generally speaking, the higher the risk level of an investment, the higher its potential return. For a Portfolio, the greater the proportion of Equity Funds in its composition, the higher its potential return. To determine which Portfolio is appropriate for your investor profile, consult a member of the Advisory Team.
Fund Management: At a glance
Professional management
FÉRIQUE Fund Management selects world-class managers and supervises them closely, while paying particular attention to risk management.
Responsible Investment
Our commitment to responsible investing for nearly 20 years allows you to be part of the solution for a better future without compromising the financial performance of your investments,
Competitive Funds
Our funds aim to produce returns that exceed industry medians with a reasonable level of risk. When you invest in them, you benefit from one of the lowest management fees in Canada*.
The FÉRIQUE Funds (of which the Portfolios are primarily composed) allow you to invest directly in different economic sectors, geographic areas and asset classes to better diversify your investments.
Choosing Responsible Investment
Our commitment to responsible investing for nearly 20 years allows you to be part of the solution for a better future without compromising the financial performance of your investments.
Take action
By integrating ESG criteria into investment decisions and using shareholder power with companies. All this so that your investments contribute to improving society and the planet.
Aiming for Carbon Neutral Funds
FÉRIQUE Fund Management is committed to ensuring that its Funds align with the objectives of the Paris Agreement and become carbon neutral by 2050.
Sustainable Development Funds
Funds focused on sustainable development so that everyone can invest according to their values.
* Management expense ratios for FÉRIQUE Funds and Portfolios are among the lowest in Canada compared with their reference universe, according to Fundata Canada Inc.
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. 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.