Global and International Equity Funds

Desjardins Overseas Equity Value Fund

Investment Objective

The objective of the Desjardins Overseas Equity Value Fund is to provide unitholders with long-term capital growth. To do so, the portfolio manager invests mainly in companies located or operating mostly in Europe, Australasia, and the Far East.

Investment Strategies

Management style: mixed with value style
Investment focus:

Stable earnings growth and lower-than-average debt level
Securities trading at a reasonable price compared to similar companies.

In-depth research on companies in which the Fund invests
Good diversification in terms of securities, sectors and geographic zones.

What Are the Main Risks of Investing in This Fund?

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

Who Should Invest in This Fund?

The Desjardins Overseas Equity Value Fund is intended for investors who

Have moderate risk tolerance
Are looking for long-term capital appreciation
Wish to benefit from the advantages of geographical diversification

Portfolio Manager

Aberdeen

Fund Information
Type of fund	International equity fund
Inception	A-Class units: October 26, 1998
Eligibility	100% eligible for RRSPs, TFSAs, LIRAs, RRIFs, LIFs, group RRSPs, DPSPs, SIPPs, and RESPs
Management expense ratio	2.58 %
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