American Equity Funds

Desjardins American Equity Growth Fund

Investment Objective

The objective of the Desjardins American Equity Growth Fund is to provide unitholders with long-term capital growth. To do so, the portfolio manager invests mainly in securities from American businesses.

Investment Strategies

Management style focusing on growth: selection of small, medium, and large cap businesses with superior growth in profits and revenue, or which have significant growth potential.

What Are the Risks of Investing in This Fund?

Risks are related to the issuer, the equity market, small businesses, and currencies.

Who Should Invest in This Fund?

The Desjardins American Equity Growth Fund is intended for investors who

Have moderate risk tolerance
Are seeking long-term capital appreciation
Wish to include American securities in their portfolio

Portfolio Manager

Wellington Management Company, LLP

Fund Information
Type of fund	U.S. equity fund
Inception	A-Class units: January 12, 2004
Eligibility	100% eligible for RRSPs, TFSAs, LIRAs, RRIFs, LIFs, group RRSPs, DPSPs, SIPPs, and RESPs
Management expense ratio	2.55%
Income distribution frequency	Annual
Capital gains distribution frequency	Annual

Find out more

How to get this service
Online	AccèsD allows you to acquire shares in a Desjardins Funds that you already hold (Desjardins Funds existing accounts).

By phone (Members)	Montreal area: 514-522-2373 Elsewhere in Canada and the U.S.: 1-800-CAISSES (1-800-224-7737)

At the caisse	Make an appointment with a caisse advisor: online by phone