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Investment Objective
The objective of the Desjardins Canadian Balanced Fund is to provide unitholders with moderate income and long-term capital growth. To do so, the Fund invests in various securities: common and preferred shares, Canadian and international corporate bonds, Canadian and international government bonds, first mortgages, Treasury Bills and term deposits.
Investment Strategies
To achieve the Fund’s objective, the portfolio manager:
 | Weights each asset class according to market forecasts and potential;
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| Entrusts the management of the different asset classes to advisors with diversified and complementary management styles;
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| Focuses on diversification to limit risk;
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| Has the authority to make safe haven investments in the event of significantly negative market situations;
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| May invest in foreign assets;
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| May undertake securities lending transactions to generate additional income. |
What Are the Risks of investing in This Fund?
Although the risk level of the Desjardins Canadian Balanced Fund varies from low to medium, the risks related to interest rates, credit, securities lending transactions, international equities, currencies, derivatives, common shares and class units should be taken into account.
Who Should Invest in This Fund?
The Desjardins Canadian Balanced Fund is ideal for investors with average risk tolerance seeking moderate income and long-term capital growth.
Portfolio Manager
Fiera YMG Capital and AllianceBernstein
Fund Information
Type of fund
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Canadian balanced fund
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Inception
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August 20, 1986
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Type of securities
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Mutual fund units
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Eligibility
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100% eligible for RRSPs, LIRAs, RRIFs, LIFs, DPSPs, RESPs
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Management expense ratio
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2.14%
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Income distribution frequency
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Quarterly
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Capital gains distribution frequency
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Annual
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