Global and International Equity Funds

Desjardins Global Small Cap Equity Fund

Investment Objective

The investment objective of the Desjardins Global Small Cap Equity Fund is to provide unitholders with long-term capital growth. To do so, the managers invest primarily in a diversified portfolio of securities from small cap foreign and Canadian businesses.

Investment Strategies

Assets are invested according to two management approaches:

Growth style: selection of high growth securities with increasing earnings and which are sold below their full market value
Relative value style: selection of securities that present a reasonable evaluation based on the issuer’s discounted cash flow, sustainable competitive advantages, and sound management

What Are the Main Risks of Investing in This Fund?

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

Who Should Invest in This Fund?

The Desjardins Global Small Cap Equity Fund is intended for investors who

Have moderate to high risk tolerance
Are seeking long-term capital appreciation
Wish to add a fund with securities from foreign and Canadian small cap businesses

Portfolio Managers

GlobeFlex Capital L.P.
Lazard Asset Management

Fund Information
Type of fund	Global small and mid cap 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	2.52%
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