Investment solutions that suit your financial needs
Managed by FÉRIQUE Fund Management, our investment solutions are offered in two streams: FÉRIQUE turnkey solutions (Portfolios and ETF Portfolios) and FÉRIQUE Funds (actively managed). They are built on strategic asset allocation and a rigorous process for selecting and monitoring investments.
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.
FÉRIQUE Turnkey Solutions
Invest with peace of mind
Short on time or interest in actively monitoring your investments? Mutual Fund Portfolios and ETF Portfolios offer turnkey solutions tailored to a range of investor profiles, from conservative to more growth-oriented. Managed with a disciplined and diversified allocation, they help you achieve your goals with complete peace of mind.
FÉRIQUE Funds
A multitude of possibilities to make your projects a reality
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.
Actively managed by renowned managers, FÉRIQUE Funds (which primarily make up FÉRIQUE Portfolios) provide direct access to a broad range of sectors, regions, and asset classes, enabling tailored diversification of your investments.
Learn more – Investment solutions
Professional management
Regardless of the solution chosen, you benefit from strategic asset allocation management and a rigorous process for selecting underlying products.
Competitive returns
Our funds aim to deliver returns above industry medians with a reasonable level of risk. Over a 10-year period, 94% of assets have achieved this objective³.
Less in fees. More for you.
As a non-profit organization, FÉRIQUE Fund Management reinvests surpluses for your benefit, notably to keep management expense ratios (MERs) among the most competitive in Canada¹.
Investment Services
Advisory services are offered at no additional cost when you transact through FÉRIQUE Investment Services, the principal distributor of FÉRIQUE Funds.
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.
What are mutual funds?
Mutual funds pool money from investors that is then invested by professionals in various classes of assets, based on the fund’s objectives.
These funds are made up of various types of securities, including bonds and other debt securities, and seek to provide regular income to investors.
These funds are primarily comprised of shares of listed companies that are exposed to market fluctuations.
Portfolios
A turnkey investment solution, a Portfolio is a fund made up of several mutual funds (FÉRIQUE Portfolios) or ETFs (FÉRIQUE ETF Porfolios) to offer a variety of assets in a single product.