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Investment Objective
The objective of the Desjardins Québec Balanced Fund is to provide unitholders with moderate income and long-term capital growth. To do so, the Fund invests in stocks of Québec companies or debt securities issued by the government, municipalities, public or parapublic organizations of Québec. The Fund may also make term deposits in Québec financial institutions.
Investment Strategies
To achieve the Fund’s objective, the portfolio manager:
 | Weights each asset class based on market forecast and the potential of each market;
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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 undertake securities lending transactions to generate additional income. |
What Are the Risks of investing in This Fund?
Although the risk level of the Desjardins Québec Balanced Fund varies from low to medium, the risks related to interest rates, credit, securities lending transactions, common shares and class units should be taken into account.
Who Should Invest in This Fund?
The Desjardins Québec Balanced Fund is ideal for investors with average risk tolerance seeking moderate income and long-term capital growth. T-class units are suitable for investors looking for additional income that offers tax benefits, and are not eligible for registered plans.
Portfolio Manager
Fiera YMG Capital
Fund Information
Type of fund
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Québec balanced fund
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Inception
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June 20, 1997 (A-class units)
December 16, 2002 (T-class units)
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Type of securities
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A- and T-class units
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Eligibility
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A-class units are 100% eligible for RRSPs, LIRAs, RRIFs, LIFs, DPSPs, RESPs. T-class units are not eligible for registered plans.
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Management expense ratio
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2.19%
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Income distribution frequency
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Quarterly (A-class units)
Monthly (T-class units)
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Capital gains distribution frequency
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Annual (A-class units)
Monthly (T-class units)
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