FlexiFonds Balanced Fund
Looking for balance between income and growth of your savings?
INVEST WITH FLEXIFONDSFonds share
30%
Fixed-income securities
35%
Québec shares
15%
Global equities
20%
Fonds shares
This fund invests in Class "C" shares of the Fonds de solidarité FTQ, which primarily reinvests in Québec companies.
Fixed income securities
This fund invests in government bonds issued in part by the Québec government, which help stimulate the economy in addition to providing a stable income.
Québec stocks
This fund invests in publicly traded Québec companies that are part of the IQ-30 index established by the Institut de recherche en économie contemporaine (IRÉC) to encourage businesses across various sectors of the local economy.
Global equities
This fund invests in securities of companies located in developed countries to allow you to diversify your assets.
You have a medium- to long-term savings plan, such as buying a property or preparing for retirement.
You have a low risk tolerance and prefer to limit fluctuations in your savings.
Geographic allocation
Asset class allocation
3As at September 30, 2024
The FlexiFonds Balanced Fund allows you to invest in securities whose assets are 70% linked to the Québec economy
Market value per unit1
N/A
As of November 30, 20242
Annual compound returns (%)
| Year to Date | 1 year | 3 years | 5 years | 10 years | Since Inception | |
|---|---|---|---|---|---|---|
| FlexiFonds Balanced | 9.04% | 12.64% | 3.11% | 3.94% | N/A | 4.37% |
Fund's total market value: $315.6 million
Year-by-year returns3
Legal notice
Management fees and other expenses may be associated with mutual fund investments. Please consult your advisor and read the prospectus and the fund facts documents before making an investment. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. The FlexiFonds funds are not guaranteed, their values change frequently, and past performance may not be repeated.
How much is a FlexiFonds mutual fund advisor worth?
As an investor, you may be tempted to deviate from your long-term savings objectives. You could, for instance, be seduced by attractive short-term rates or tempted to liquidate everything at the next market tremor. That's where the FlexiFonds team comes in, to help you make decisions that are in your best interest. According to a Quebec study conducted by CIRANO, using financial advice could enable you to accumulate nearly 3 times more savings than if you were to invest on your own for retirement.
What our savers say
"Fantastic service. By far the best I've had from a financial institution in a long time."
— Patsy, FlexiFonds saver
"The adviser supported me by answering my questions in a clear and helpful way and offering solutions tailored to my situation. His flexibility and openness helped me a lot."
— Justine, FlexiFonds saver
Identify your investor profile
You can answer a few questions directly online to help us identify your investor profile. This step allows us to determine if a product is tailored to your reality. You can start by choosing the savings account you'd like to invest in: the RRSP, TFSA, RRIF, or investment account with FlexiFonds.
Portofolio managers
FlexiFonds mutual funds, with the exception of global equities, are managed by Addenda Capital inc.Attention, ce lien ouvrira un nouvel onglet. a Québec company specializing in portfolio management for over 30 years. Addenda Capital Inc. is a leading investment firm and a long-time partner of the Fonds de solidarité FTQ.
Portfolio management for global equities is provided by Montrusco Bolton Investments Inc.Attention, ce lien ouvrira un nouvel onglet. an independent asset management company with a history dating back to 1946. Based in Montreal, the investment management firm manages portfolios for institutional clients in North America, Europe and Asia.
About FlexiFonds de solidarité FTQ
FlexiFonds de solidarité FTQ inc., a wholly owned subsidiary of the Fonds de solidarité FTQ, is a mutual fund dealer duly registered with the Autorité des marchés financiers. FlexiFonds de solidarité inc. acts as the principal distributor of the FlexiFonds funds and does not distribute the units of any other mutual fund.
Supplemental documents about the FlexiFonds Balanced Fund
Portfolio Documents
Quarterly Portfolio Disclosure (including Summary of Investment Portfolio)
Management Reports
Most frequently asked questions
