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Receive Regular Income
Wouldn't you like to enjoy life to the fullest during retirement without having to cut corners? Desjardins Funds Fixed Monthly Income Investments, a turnkey investment solution, will help you do just that thanks to their regular income payments and unbeatable tax advantages. Besides providing you with higher net returns than traditional savings products, they leave you free to take advantage of market opportunities, and facilitate your financial planning.
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Advantages
With Desjardins Funds Fixed Monthly Income Investments, you can let your capital continue to grow, while withdrawing an income that helps you to maintain your lifestyle. The regular income and tax benefits these investments provide are two advantages you should not be without.
Regular Income
Desjardins Funds Fixed Monthly Income Investments, which are reserved for non-RRSP portfolios, will make budgeting easier. You will receive stable supplementary income each month, calculated as follows:
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Monthly distribution
per unit
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Annual distribution rate*
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Québec Balanced Fund
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5.0¢
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6.0%
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Dividend Fund
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7.5¢
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9.0%
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Canadian Equity Value
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6.5 ¢
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7.8 %
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Global Equity Value Fund
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7.0¢
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8.4%
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Global All Cap Equity
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7.0 ¢
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8.4 %
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Global Real Estate
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4.0 ¢
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4.8 %
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Alternative Investments
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5.5¢
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6.6%
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Enhanced Alternative Investments
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5.5¢
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6.6%
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* Based on a $10 initial unit price.
The annual distribution rate may vary depending on the net asset value on the purchase date. It may be changed if the long-term market conditions so require.
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