|
|
Investment Objective
The objective of the Desjardins Global Equity Value Fund is to provide unitholders with long-term capital growth within a reasonable timeframe. To do so, the Fund invests mainly in international companies operating in all sectors of the economy.
Investment Strategies
To achieve the Fund’s objective, the portfolio manager:
 | Uses the value management style;
|
| Ensures sound portfolio diversification by investing in a large number of stocks;
|
| Has the authority to make safe haven investments in the event of significantly negative market situations. |
What Are the Risks of investing in This Fund?
Although the risk level of the Desjardins Global Equity Value Fund remains medium, the risks related to international equities, derivatives, common shares, small caps, class units and underlying funds should be taken into account.
Who Should Invest in This Fund?
The Desjardins Global Equity Value Fund is ideal for investors with high risk tolerance seeking long-term capital growth. The Fund is also suitable for investors looking to benefit from broad geographic diversification.
Portfolio Manager
AllianceBernstein
Fund Information
Type of fund
|
Global equity fund
|
Inception
|
November 12, 1959 (A-Class units)
December 1, 2004 (T-Class units)
|
Type of securities
|
A- and T-Class units
|
Eligibility
|
A-Class units are 100% eligible for RRSPs, LIRAs, RRIFs, LIFs, DPSPs and RESPs. T-Class units are not eligible for registered plans.
|
Management expense ratio
|
2.48%
|
Income distribution frequency
|
Annual (A-Class units)
Monthly (T-Class units)
|
Capital gains distribution frequency
|
Annual (A-Class units)
Monthly (T-Class units)
|
|
