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Investment Objective
The objective of the Desjardins Global Real Estate Fund is to provide unitholders with long-term capital appreciation. To do so, the fund portfolio manager invests mainly in corporate equity securities and in units in real estate income trusts based anywhere in the world.
Investment Strategies
To achieve the Fund’s objective, the portfolio manager:
 | Selects securities that trade below their intrinsic value;
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| Applies the value management style;
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| Selects diversified securities for greater portfolio value;
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| Is authorized to make safe haven investments in the event of materially adverse market conditions;
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| May use derivatives to hedge against any losses incurred by variations in securities values or exchange rates;
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| May engage in securities lending, repurchasing and reverse repurchasing as sources of additional income. |
What are the Risks Associated with this Investment?
While the degree of risk of the Desjardins Global Real Estate Fund varies from moderate to high, the risks pertaining to equities, smaller companies, foreign securities, interest rates, specialized markets, currencies, derivatives, repurchasing and reverse repurchasing and securities lending should be taken into account.
Who Should Invest in This Fund
The Desjardins Global Real Estate Fund is intended for investors with a moderate to high tolerance to risk and who are looking for investments that provide long-term capital appreciation and wishes to add a core global real estate fund to their portfolios. T-Class units are suitable for investors who are looking for additional income that provides tax benefits, and are not eligible for registered plans.
Portfolio Managers
CBRE Global Real Estate Securities
Fund Information
Type of Fund
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Real Estate Equity Fund
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Date Established
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January 17, 2007
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Nature of Securities Offered
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A-, I- and T-Class Units
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Eligibility
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100% eligible for RRSPs, LIRAs, RRIFs, LIFs, DPSPs and RESPs
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Management Expense Ratio
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2.71%
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Income Distribution Frequency
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Annual (A-Class Units)
Monthly (T-Class Units)
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Capital Gains Distribution Frequency
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Annual (A-Class Units)
Monthly (T-Class Units)
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