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Investment Objective
The objective of the Desjardins Canadian Equity Fund is to provide unitholders with moderate income and long-term capital growth. To do so, the Fund invests mainly in Canadian equities.
Investment Strategies
To achieve the Fund’s objective, the portfolio manager:
 | Uses the growth at a reasonable price management style;
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| Selects reasonably-priced companies with projected revenues that show higher-than-average growth potential in their respective sectors;
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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 Equity Fund remains medium, the risks related to securities lending transactions, international equities, currencies, derivatives and common shares should be taken into account.
Who Should Invest in This Fund?
The Desjardins Canadian Equity Fund is ideal for investors with high risk tolerance seeking investments offering long-term capital growth.
Portfolio Manager
Fiera YMG Capital
Fund Information
Type of fund
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Canadian equity fund
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Inception
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October 30, 1956
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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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2.19%
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Income distribution frequency
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Annual
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Capital gains distribution frequency
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Annual
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