Global and International Equity Funds

Desjardins Global Dividend Fund

Investment Objective

The objective of the Desjardins Global Dividend Fund is to provide income, mainly dividends, as well as long term capital growth, by investing primarily in equity securities and equity related securities of companies around the world including, when deemed appropriate, emerging markets.

Investment Strategies

Management style: value
Investment focus:

Considerable or growing cash flows
Low debt level
Cash surpluses paid as distributions to shareholders
Below-market volatility securities
Attractive dividend returns.

In-depth research on companies in which the Fund invests
Good diversification 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, and currencies.

Who Should Invest in This Fund?

The Desjardins Global Dividend Fund is intended for investors who:

Have moderate risk tolerance
Are seeking long-term capital appreciation
Wish to benefit from the advantages of significant geographic diversification
Wish to earn additional income providing tax benefits offered by T-Class units

Portfolio Manager

Epoch Investment Partners

Fund Information
Type of funds	Global equity fund
Inception	A-Class units: November 12, 1959 T-Class units: December 1, 2004
Eligibility	A-Class units are 100% eligible for RRSPs, TFSAs, LIRAs, RRIFs, LIFs, group RRSPs, DPSPs, SIPPs, and RESPs. T-Class units are not eligible for registered plans.
Management expense ratio	2.48%
Income distribution frequency	- Annual (A-Class units) - Monthly (T-Class units)
Capital gains distribution frequency	- Annual (A-Class units) - Monthly (T-Class units)

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