(As of 12/31/2025)

FÉRIQUE Balanced Portfolio Series A

(Global Neutral Balanced)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2014





Inception Return
(12/31/1980)
7.94 %
YTD Return 12.16 %
NAVPS
(1/14/2026)
$77.47
Change ($0.04) / -0.05 %
Growth of $10,000 (As of December 31, 2025)
MER 1.10 %
Assets ($mil) $1,629.29
Rank (1Yr) 409/1713
Std Dev (3Yr) 9.16 %
Volatility Ranking (3Yr) 4/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Restricted
 
Objective
The FÉRIQUE Balanced Portfolio (the Fund) 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.
Fund Manager

Gestion FÉRIQUE

Portfolio Manager

Gestion FÉRIQUE

Sub-Advisor

Addenda Capital Inc.

 
Asset Allocation
(As of December 31, 2025)
Sector Allocation
(As of December 31, 2025)
Geographic Allocation
(As of December 31, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
FÉRIQUE American Equity Fund Series AUS EquityMutual FundUnited States16.59%
FÉRIQUE Canadian Bond Fund Series ADomestic BondsFixed IncomeCanada11.96%
FÉRIQUE Canadian Equity Fund Series ACanadian EquityMutual FundCanada11.67%
Vanguard Global Agg Bond Idx ETF C$ Hgd (VGAB)Foreign BondsExchange Traded FundMulti-National8.83%
FÉRIQUE Global Sustainable Development Bond Fund AForeign BondsMutual FundMulti-National8.81%
FÉRIQUE International Equity Fund Series AInternational EquityMutual FundMulti-National8.78%
FÉRIQUE Globally Diversified Income Fund Series AOtherMutual FundMulti-National7.58%
FÉRIQUE Canadian Dividend Equity Fund Series ACanadian EquityMutual FundCanada7.23%
FÉRIQUE Global Innovation Equity Fund Series AInternational EquityMutual FundMulti-National4.57%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada4.36%

Performance Data (As of December 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.28 1.58 7.18 12.16 12.16 11.76 6.51 6.26
Benchmark -1.26 0.21 6.84 10.42 10.42 13.16 6.40 6.87
Quartile Ranking 1 2 2 1 1 2 2 2

Calendar Return (%) 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Fund 12.16 12.64 10.50 -10.22 9.36 7.48 13.83 -4.40 8.12 5.86
Benchmark 10.42 17.48 11.69 -11.62 6.48 11.12 12.26 2.68 8.66 2.39
Quartile Ranking 1 3 2 2 2 3 2 4 2 2

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