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Investment Objective
The objective of the Desjardins Canadian Equity Value Fund is to provide investors with a reasonable income and long-term capital appreciation. To do so, the Fund manager invests mainly in equity shares of Canadian corporations.
Investment Strategies
To achieve the Fund’s objective, the portfolio manager:
 | Favours the value management style;
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| Is authorized to make safe haven investments in the event of materially adverse market conditions;
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| May use derivatives only for hedging purposes;
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| May engage in securities lending, repurchase and reverse repurchase transactions as sources of additional income. |
What Are the Risks Associated with this Investment?
While the degree of risk of the Desjardins Canadian Equity Value Fund remains moderate, the risks pertaining to equities, derivatives, securities lending, repurchase and reverse repurchase agreements, foreign securities and currencies should be taken into account.
Who Should Invest in This Fund?
The Desjardins Canadian Equity Value Fund is intended for investors with high tolerance to risk and who are looking for investments that provide long-term capital appreciation. T-Class units are suitable for investors looking for additional income that provides tax benefits, and are not eligible for registered plans.
Portfolio Manager
AllianceBernstein
Fund Information
Type of fund
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Canadian Equity Fund
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Date Established
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A-Class Units : December 16, 2002
T-Class Units : January 17, 2007
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Nature of Securities Offered
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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 offered for registered plans.
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Management Expense Ratio
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2.41%
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Income Distribution Frequency
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Annual (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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