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Investment Objective
The objective of the Desjardins Northwest Specialty Equity Fund is to provide unitholders with long-term capital growth. To do so, the portfolio sub-advisors invest its assets mainly in equity securities of faster growing, small-cap Canadian companies.
Investment Strategies
To achieve the Fund’s objective, the portfolio sub-advisors pursue the following strategies:
 | Select securities of faster growing, small-cap companies with a competitive edge and a solid balance sheet;
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| Target companies with financially committed management teams and solid sales and earnings growth, as well as a healthy return on equity;
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| Seek securities with reasonable valuations;
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| Usually seek Canadian companies with capitalizations of less than $1.5 billion at investment time;
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| May hold funds in cash or invest in short-term securities in order to safeguard capital or maintain portfolio liquidity. |
What Are the Risks of Investing in This Fund?
The risk level of the Desjardins Northwest Specialty Equity Fund ranges from moderate to high and factors in interest rate, foreign securities, currency, equity, small cap companies, class, liquidity and specific issuer risks.
Who Should Invest in This Fund?
The Desjardins Northwest Specialty Equity Fund is ideal for investors with moderate to high risk tolerance, seeking investments offering medium- or long-term growth via capital appreciation.
Portfolio Manager
Northwest Mutual Funds
Portfolio sub-advisors
Deans Knight Capital Management Ltd. and Montrusco Bolton Investments Inc.
Informations sur le fonds
Type of fund
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Canadian equity fund
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Inception
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January 17, 2007
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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 and RESPs
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Management expense ratio
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2.62%
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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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