Balanced Funds

Desjardins Canadian Balanced Fund

Investment Objective

The objective of the Desjardins Canadian Balanced Fund is to provide moderate income and long-term capital growth. To do so, the portfolio managers invest mainly in Canadian corporate or government bonds and common shares in Canadian, American, and international corporations.

Investment Strategies

Weighting of each asset class based on market forecasts and potential
Active management of each asset class:

Canadian bonds: management of credit duration and risk based on market forecasts
Canadian stocks: selection of reasonably-priced corporate stocks whose expected returns present higher than average growth potential in their respective sectors
American stocks: stock selection combining thorough basic research and quantitative risk management
International stocks: selection of undervalued large cap securities

What Are the Main Risks of Investing in this Fund?

Risks are related to the issuer, the market, interest rates, credit, foreign securities, and currencies.

Who Should Invest in this Fund?

The Desjardins Canadian Balanced Fund is intended for investors who

Have low to moderate risk tolerance
Seek investments that provide moderate income and long-term capital growth
Seek active management of asset allocation

Portfolio Managers

Fiera Capital
Baillie Gifford

Fund Information
Type of fund	Balanced fund
Inception	A-Class units: August 20, 1986
Eligibility	100% eligible for RRSPs, TFSAs, LIRAs, RRIFs, LIFS, group RRSPs, DPSPs, Desjardins SIPPs, and RESPs
Management expense ratio	2.14%
Income distribution frequency	Quarterly
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