MONTREAL, March 20 /CNW Telbec/ - Gestion FERIQUE, Manager of the FERIQUE
Funds, today announced the appointment of Montrusco Bolton Investments Inc.
(Montrusco Bolton) as one of the investment advisers of the FERIQUE EQUITY
Fund. The appointment takes effect on or about April 10, 2007.
Montrusco Bolton will share the EQUITY Fund's management responsibilities
with Natcan and Barclays, and invest one third of the assets using a "Growth
at a Reasonable Price" style. Adding a third investment adviser aims to
provide better market-capitalization and investment-style diversification for
"We seek to provide our investors with quality products that carry a
reasonable level of risk and high-calibre professional management. As such, we
are very pleased to welcome Montrusco Bolton to our external management team,
which now includes nine companies, all well-known in their respective fields
of expertise," said Fabienne Lacoste, Executive Director of Gestion FERIQUE.
"Montrusco Bolton meets all the criteria on which we focused our internal
research process, primarily, the experience of the appointed team, the amount
of assets under management in large and small cap Canadian equities, and the
complementary investment styles of the new adviser and the other two firms
involved in managing the EQUITY Fund," added Mrs. Lacoste.
The FERIQUE EQUITY Fund was launched in 1974 and represents over
$340 million in total assets.
About Gestion FERIQUE
Founded on January 1, 2000, Gestion FERIQUE (www.ferique,com) manages the
FERIQUE Funds, a family of eight mutual funds created primarily for engineers
and their families. Management of the Funds is entrusted to renowned
investment firms, each with the mandate to outperform its industry median.
Gestion FERIQUE, a not-for-profit corporation, seeks to maximize client assets
by offering high-quality investment products while keeping management fees as
low as possible. FERIQUE Funds have over $1.3 billion in assets under
management and more than 20,000 clients.
About Montrusco Bolton Investments Inc.
Montrusco Bolton Investments Inc. (MBII) (www.montruscobolton.com) is a
portfolio management firm serving institutional and private investors. The
company, whose origins date back to 1946, has some $6 billion in assets under
management. While its head office is located in Montreal, MBII also has a
network of offices across Canada. Characteristic of MBII management is its
investment philosophy, "Ownership Investment," which emphasizes the quality of
the companies selected and the rigor of its management process.
For further information:
For further information: Manon Duhamel, Gestion FERIQUE, (514) 840-9206,
ext. 3229; Jessie-Kim Malo, AGC Communications, (514) 849-7000, ext. 221