Global and International Equity Funds

Desjardins Overseas Equity Growth Fund

Investment Objective

The objective of the Desjardins Overseas Equity Growth Fund is to provide unitholders with long-term capital growth. To do so, the portfolio manager invests mainly in securities from companies located or operating mostly outside Canada and the United States, including in emerging markets.

Investment Strategies

Selection of securities based on a bottom-up approach
Growth management style: selection of mainly large and mid cap securities that can maintain high growth in their profits and cash flows
Choice of select companies that demonstrate a lasting competitive advantage, make the most of favorable markets, and have solid balance sheets and proven management teams
Exhaustive research and analysis of the companies in which the Fund invests

What Are the Main Risks of Investing in This Fund?

Risks are related to the issuer, the equity market, foreign securities, currencies, and emerging markets.

Who Should Invest in This Fund?

The Desjardins Overseas Equity Growth Fund is intended for investors who

Have moderate risk tolerance
Are seeking long-term capital appreciation
Wish to benefit from the advantages of geographic diversification

Portfolio Manager

Baillie Gifford Overseas Limited

Fund Information
Type of fund	International equity fund
Inception	A-Class units: March 18, 2010
Eligibility	100% eligible for RRSPs, TFSAs, LIRAs, RRIFs, LIFs, group RRSPs, DPSPs, SIPPs, and RESPs.
Management expense ratio	2.64%
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