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Investment Objective
The objective of the Desjardins Alternative Investments Fund is to provide unitholders with moderate income and long-term capital growth. To do so, the Fund invests mainly in real estate investment trusts (REITs), income trusts, real return bonds, Canadian federal or provincial Treasury Bills and top-quality Canadian money market securities. The Fund may also invest in a limited percentage of stocks and bonds of Canadian or international companies.
Investment Strategies
To achieve the Fund’s objective, the portfolio manager:
 | Uses a management style aimed at enhancing portfolio returns, generating moderate income and reducing risks via diversification;
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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, particularly for reducing risks related to currency fluctuations;
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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 Alternative Investments Fund varies from low to medium, the risks related to interest rates, credit, securities lending transactions, international equities, currencies, derivatives, common shares, small caps, class units, liquidity, specialized markets, income trusts and short sales should be taken into account.
Who Should Invest in This Fund?
The Desjardins Alternative Investments Fund is ideal for investors with medium risk tolerance seeking moderate income and long-term capital growth. The Fund is also suitable for investors looking to benefit from greater diversification and reduce their portfolio volatility.
Portfolio Manager
Montrusco Bolton Investments
Fund Information
Type of fund
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Specialty fund
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Inception
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January 12, 2004 (A-Class units)
December 1, 2004 (T-Class units)
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Type of securities
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A- and T-Class units
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Eligibility
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A-Class units are 100% eligible for RRSPs, LIRAs, RRIFs, LIFs, DPSPs and RESPs. T-Class units are not eligible for registered plans.
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Management expense ratio
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2.49%
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Income distribution frequency
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Quarterly (A-Class units)
Monthly (T-Class units)
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Capital gains distribution frequency
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Annual (A-Class units)
Annual (T-Class units)
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