Global and International Equity Funds

Desjardins Global All Cap Equity Fund

Investment Objective

The objective of the Desjardins Global All Cap Equity Fund is to provide its unitholders with long-term capital growth. To do so, the portfolio manager invests mainly in securities from foreign and Canadian companies.

Investment Strategies

Investment in companies with a minimum market capitalization at the time of investment of approximately US$500 million, with an emphasis on companies from emerging markets
In-depth research on companies in which the Fund invests
Implementation of advanced risk control measures
Company selection based on

Quality of management, financial statements, and governance
Comparative evaluation of a company’s value based on financial ratios and growth prospects

What Are the Main Risks of Investing in This Fund?

Risks are related to the issuer, the stock market, currencies, and emerging markets.

Who Should Invest in This Fund?

The Desjardins Global All Cap Equity Fund is intended for investors who:

Have moderate risk tolerance
Are seeking long-term capital appreciation
Wish to benefit from the advantages of significant geographic diversification
Wish to earn additional income providing tax benefits offered by T-Class units

Portfolio Manager

Aberdeen Asset Management Inc.

Fund Information
Type of fund	Global equity fund
Inception	A-Class units: January 25, 1999
Eligibility	A-Class units are 100% eligible for RRSPs, TFSAs, LIRAs, RRIFs, LIFs, group RRSPs, DPSPs, SIPPs, and RESPs. T-Class units are not eligible for registered plans.
Management expense ratio	2.54%
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