Investing and saving, together
Take advantage of objective advice and competitive investment solutions so that you and your family can achieve financial independence faster.
À propos de FÉRIQUE
À propos de FÉRIQUE
- 4,4 G$:
Actif sous gestion au 31 décembre 20241
- 23 621:
Clients en date du 31 décembre 20242
- 97 %:
Clients satisfaits selon le plus récent sondage3
Pour vos placements
Gérés activement par des gestionnaires de renommée, les Fonds FÉRIQUE offrent un grand choix de fonds communs de placement, y compris des solutions clés en main, les Portefeuilles FÉRIQUE.
Fonds FÉRIQUE
Les Fonds FÉRIQUE vous permettent d’investir directement dans différents secteurs économiques, géographiques et classes d’actifs pour mieux diversifier vos placements.
Portefeuilles FÉRIQUE
Vous n'avez pas le temps ou l'intérêt de suivre assidûment la répartition des actifs dans vos placements? Les Portefeuilles FÉRIQUE constituent de véritables solutions clés en main.
Ils correspondent à différents profils d’investisseurs, du plus conservateur au plus audacieux, en fonction de leur niveau de risque. Ils sont gérés selon une combinaison précise de placements pour vous permettre d’atteindre vos objectifs, en toute tranquillité d'esprit.
En tant qu'OBNL, Gestion FÉRIQUE a une vision du développement durable qui s'étend au-delà de la gestion responsable des fonds. Nous croyons que nous devons continuer d’agir à titre d’entreprise responsable et continuer de poser les bons gestes pour assurer à tous et à toutes un avenir durable.
Pour analyser vos besoins ou vos objectifs financiers et vous assurer que vos stratégies de placement y répondent, vous pouvez compter sur les conseils judicieux et objectifs de l'équipe Gestion de patrimoine de Services d'investissement FÉRIQUE.
About FÉRIQUE
About FÉRIQUE
- $4,4 billion:
in assets under management as at December 31, 20241
- 23,621:
clients as at December 31, 20242
- 97 %:
of our clients are satisfied according to our latest survey3
Driven by our commitment
FÉRIQUE Fund Management and FÉRIQUE Investment Services are investment sector non-profit organizations that work solely in your best interest. A unique business model that serves engineering graduates, their families and their businesses.
Like all financial corporations, we must generate positive returns for our clients. However, we don’t have to answer to shareholders, so we can reinvest our earnings to benefit our clients.
While seeking to outperform industry medians, FÉRIQUE Fund Management favours a responsible investing approach focused on the long term that involves reasonable risk. We entrust mandates to respected portfolio managers, and our management fees are among the lowest in Canada1.
As a non-profit organization, FÉRIQUE Fund Management’s approach to sustainable development goes beyond managing the Funds responsibly. We believe that we must continue to act responsibly and do the right things to ensure a sustainable future for everyone.
You can count on the FÉRIQUE Investment Services Wealth Management team to assess your needs or financial goals and ensure you are using the right investment strategies to address them.
Who may invest in the FÉRIQUE Funds?
Since 1974, a growing number of engineering graduates and their family members have been putting their trust in FÉRIQUE Funds to make their projects a reality.
Investing in mutual funds
FÉRIQUE Funds and Portfolios provide you with a range of investment opportunities to help you reach your goals and complete your projects. You will find products suited for every investor profile.
FÉRIQUE Portfolios
Turnkey investment solutions comprised of several funds that are suitable for different types of investors.
A range of funds that allow you to invest in various sectors of the economy, regions of the world or asset classes.
A responsible investment approach focused on the long term that underpins the entire line of FÉRIQUE Funds and Portfolios.
Whether you want to set up a group savings plan or open an investment account for your company, you will have access to a dedicated contact person.
FÉRIQUE Private Wealth clients benefit from highly specialized and personalized advice from a dedicated financial planner. This service is only available to clients with assets reaching a certain threshold.
Respect for our clients is at the root of our mission. We have established a unique model of governance where FÉRIQUE Funds investors may become members and vote for the Board of Directors. You could even run yourself!