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Honoured at the 2009 Lipper Fund Awards Gala
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Investment Objective
The main objective of the Desjardins Environment Fund is to provide unitholders with long-term capital growth. To do so, the Fund invests in environmentally responsible Canadian companies.
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 companies with reasonable valuations and higher-than-average growth potential in their respective sectors;
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| Chooses companies from a list, drawn up by an advisory committee, of Canadian companies that meet environmental requirements;
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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 Environment Fund remains medium, the risks related to securities lending transactions, international equities, currencies and common shares should be taken into account.
Who Should Invest in This Fund?
The Desjardins Environment Fund is ideal for investors with high risk tolerance seeking long-term capital growth. The Fund is also suitable for investors looking to include in their portfolios Canadian companies that help preserve the environment or improve environmental protection.
Portfolio Manager
Fiera Capital
Fund Information
Type of fund
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Canadian equity fund
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Inception
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September 10, 1990
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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, TFSAs, LIRAs, RRIFs, LIFs, DPSPs, RESPs
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Management expense ratio
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2.35%
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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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