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Investment Objective
The objective of the Desjardins Canadian Small Cap Equity Fund is to provide unitholders with long-term capital growth by investing mainly in Canadian small caps.
Investment Strategies
To achieve the Fund’s objective, the portfolio manager:
 | Uses a growth management style while taking into account security quality, the issuer’s situation and its economic environment;
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| Favours companies with strong income and earnings growth that are leaders in their respective sector;
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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 use derivatives to invest in U.S. small caps and to reduce exchange rate risk;
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| May invest in foreign assets. |
What Are the Risks of investing in This Fund?
Although the risk level of the Desjardins Canadian Small Cap Equity Fund varies from medium to high, the risks related to international equities, currencies, derivatives, common shares and small caps should be taken into account.
Who Should Invest in This Fund?
The Desjardins Canadian Small Cap Equity Fund is ideal for investors with high risk tolerance seeking investments offering superior long-term capital growth. The Fund is also suitable for investors looking to include medium-sized Canadian companies in their portfolios.
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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January 1, 1994
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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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