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Investment Objective
The objective of the Desjardins Overseas Equity Value Fund is to provide unitholders with long-term capital growth. To do so, the Fund invests mainly in companies located in or operating mostly in Europe, Australia, Asia and the Far East.
Investment Strategies
To achieve the Fund’s objective, the portfolio manager:
 | Uses the value management style;
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| Carries out in-depth company research and implements extensive 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 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 Overseas Equity Value Fund remains medium, the risks related to securities lending transactions, international equities, currencies, derivatives, common shares and underlying funds should be taken into account.
Who Should Invest in This Fund?
The Desjardins Overseas 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 include international equities in their portfolios.
Portfolio Manager
AllianceBernstein
Fund Information
Type of fund
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International equity fund
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Inception
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October 26, 1998
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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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2.58%
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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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