Chorus II Portfolios

Dynamic Management for Amélie Douesnard, Weel-Prepared

Sophisticated investment, simplified life

  • Minimum initial investment of $100,000
  • Objective: optimizing net after-tax return *
  • Judicious and dynamic management
  • Flexible retirement income options

Show section In trust

  • Traditional legal structure
  • Structure generally recommended for registered plan (RRSPs, etc.) holders

Show section Corporate Class

  • Legal structure driving tax efficiency 1
  • Dividend income and capital gains, taxed at lower rates
  • For non-registered accounts
  1. In March’s Budget 2016, the Government of Canada announced new measures targeting Corporate Class investment funds. Starting October 1, 2016, an exchange of shares between two Corporate Class funds will be considered for tax purposes to be a disposition at fair market value and could give rise to a capital gain or loss. In general, the measure will not apply to reclassifications between different series of shares within the same Corporate Class fund. back

* For Chorus II Corporate Class portfolios

The Desjardins Funds are not guaranteed, their value fluctuates frequently and their past performance is not indicative of their future returns. The indicated rates of return are the historical annual compounded total returns as indicated the date of the present document including changes in securities 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. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The Desjardins Funds are offered by such registered dealers as the Desjardins Financial Services Firm, a mutual fund dealer belonging to the Desjardins Group that distributes the Funds in caisses throughout Québec and Ontario, as well as through the Centre financier Desjardins.