American Equity Funds

Desjardins American Equity Value Fund

Investment Objective

The objective of the Desjardins American Equity Value Fund is to provide untiholders with long-term capital growth. To do so, the portfolio manager invests mainly in securities from American businesses.

Investment Strategies

Management style: relative value: In-depth selection of securities that present a reasonable evaluation based on the issuer's discounted cash flow, sustainable competitive advantages, and sound management
Investment focus:

Large caps
Market leaders with strong trademark
Proven track record of sound capital management (or use)
Undervalued securities

Good portfolio diversification in terms of securities and sectors

What Are the Main Risks of Investing in This Fund?

Risks are related to the issuer, the equity market, and currencies.

Who Should Invest in This Fund?

The Desjardins American Equity Value Fund is intended for investors who

Have moderate risk tolerance
Are seeking long-term capital appreciation
Wish to include American securities in their portfolio

Portfolio Manager

Wellington

Fund Information
Type of fund	U.S. equity fund
Inception	A-Class units: January 12, 2004
Eligibility	100% eligible for RRSPs, TFSAs, LIRAs, RRIFs, LIFs, group RRSPs, DPSPs, SIPPs, and RESPs
Management expense ratio	2.49%
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