Income Funds

Desjardins Enhanced Bond Fund

  Quarterly Comments
 
  Monthly Report

Investment Objective

The objective of the Desjardins Enhanced Bond Fund is to provide higher income combined with capital security.


Investment Strategies
  • Selection of good quality debt securities issued by governments and Canadian and foreign corporations

  • A management style fostering higher returns and optimal portfolio diversification due to timely investments in high yield securities, emerging market debt securities, and foreign securities

  • Use of derivatives (options, futures contracts) to reduce risks associated with currency and interest rate fluctuations or to enhance the portfolio’s return

What Are the Main Risks of Investing in this Fund?

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


Who Should Invest in this Fund?

The Desjardins Enhanced Bond Fund is intended for investors who
  • Have low to moderate risk tolerance

  • Are seeking investments composed mainly of Canadian securities providing exposure to other geographic regions
Returns
As at April 30,
2012
Accumulated
Annualized
1 month
3 months
6 months
Year
to date
1 year
3 years
5 years
Since
inception*
0.22 %
-0.53 %
2.19 %
0.22 %
6.58 %
8.40 %
4.84 %
4.45 %
*January 12, 2004


Portfolio Manager

AllianceBernstein
      AllianceBernstein


Fund Information
Type of fund
Canadian bond 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
1.69%
Income distribution frequency
Monthly
Capital gains distribution frequency
Annual


Find out more
How to get this service
En ligne Online
Fill out the form
AccèsD allows you to acquire shares in a Desjardins Funds that you already hold
(Desjardins Funds existing accounts).
Guaranteed 100 %
Fill out the form
Par téléphone By phone
(Members)
Montreal area: 514-522-2373
Elsewhere in Canada and the U.S.: 1-800-CAISSES (1-800-224-7737)
À la caisse At the caisse
Make an appointment with a caisse advisor:

Contact us



Documents

Video

Behind the scenes with our experts.

video Introducing our fund managers.