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Investment Objective
The objective of the Desjardins American Equity Value Fund is to provide unitholders with long-term capital growth by investing mainly in U.S. stocks.
Investment Strategies
To achieve the Fund’s objective, the portfolio manager:
 | Uses the value management style;
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| Selects undervalued U.S. large caps;
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| Carries out in-depth company research and implements risk control measures;
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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 American Equity Value 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 American Equity Value Fund is ideal for investors with high risk tolerance seeking investments offering long-term capital growth. The Fund is also suitable for investors looking to include U.S. equities in their portfolios.
Portfolio Manager
AllianceBernstein
Fund Information
Type of fund
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U.S. equity fund
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Inception
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January 12, 2004
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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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2.49%
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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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