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Investment Objective
The objective of the Desjardins Dividend Fund is to provide unitholders with higher-than-average income and long-term capital growth. To do so, the Fund invests mainly in Canadian companies paying high dividends. The Fund may also invest in high quality debt securities and money market instruments.
Investment Strategies
To achieve the Fund’s objective, the portfolio manager:
 | Weights each asset class based on market forecasts and potential;
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| Selects stock based on the quality of the issuers and their industries to ensure broad diversification;
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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 Dividend Fund remains medium, the risks related to interest rates, credit, securities lending transactions, international equities, currencies, derivatives and common shares and class units should be taken into account.
Who Should Invest in This Fund?
The Desjardins Dividend Fund is ideal for investors with higher-than-average risk tolerance seeking high dividend 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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Canadian dividend fund
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Inception
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January 1, 1994 (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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2.10%
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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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