Specialty Funds

Desjardins Global Real Estate Fund

Investment Objective

The objective of the Desjardins Global Real Estate Fund is to provide unitholders with long-term capital growth. To do so, the portfolio manager invests mainly in income trusts units and corporate equity securities in the real estate industry anywhere in the world.

Investment Strategies

Value oriented management style
Strategy that aims to identify the regions, countries, sectors, and corporations whose real estate fundamentals are undervalued or overvalued in relation to the market
Global asset allocation and investment selection based on top-down and bottom-up analyses

What are the Main Risks of Investing in This Fund?

Risks are related to specialized markets, foreign securities, currencies, and class units.

Who Should Invest in This Fund?

The Desjardins Global Real Estate Fund is designed for investors who

Have moderate risk tolerance
Seek investments that generate long-term capital growth and wish to add a core global real estate fund to their portfolio
Wish to earn additional income providing tax benefits offered by T-Class units

Portfolio Manager

CBRE Clarion Securities

Fund Information
Type of fund	Real estate equity fund
Inception	A- and T-Class units: January 17, 2007
Eligibility	A-Class units are 100% eligible for RRSPs, TFSAs, LIRAs, RRIFs, LIFS, group RRSPs, DPSPs, Desjardins SIPPs, and RESPs. T-Class units are not eligible for registered plans.
Management expense ratio	2.71%
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