Canadian Equity Funds

Desjardins Canadian Equity Value Fund

Investment Objective

The objective of the Desjardins Canadian Equity Value Fund is to provide a reasonable income and long-term capital appreciation. To do so, our portfolio managers invest primarily in equity shares from Canadian corporations.

Investment Strategies

A value management style: selection of undervalued shares
Rigorous research on corporations with advanced risk control measures

What Are the Main Risks of Investing in This Fund?

Risks are related to the issuer, the stock market, foreign securities, and capital erosion (T-Class units only).

Who Should Invest in This Fund?

The Desjardins Canadian Equity Value Fund is intended for investors who

Have moderate risk tolerance
Are looking for long-term capital appreciation
Wish to have additional tax-advantaged income (T-Class units)

Portfolio Managers

Tetrem Capital Management
LSV Asset Management

Fund Information
Type of fund	Canadian equity fund
Inception	A-Class units: December 16, 2002 T-Class units: January 17, 2007
Eligibility	A-Class units are 100% eligible for RRSPs, TFSAs, LIRAs, RRIFs, LIFs, group RRSPs, DPSPs, Desjardins SIPPs, and RESPs. T-Class units are not eligible for registered plans.
Management expense ratio	2.41%
Income distribution frequency	Annual (A-Class units) Monthly (T-Class units)
Capital gains distribution frequency	Annual (A-Class units) Monthly (T-Class units)

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