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Desjardins Funds: Three Lippers, Two FundGrade A+ Awards
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We are proud to announce that Desjardins was the winner of Three Lipper Awards and Two FundGrade A+ Awards for 2017. And on Jan 18th, reduced MERs on 42 of our funds by an average of 12bps (not reflected in fund profiles yet).

 

Please find below the links  to the respective fund profiles and a quick highlight:

 

Desjardins Quebec Balanced Fund

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The Desjardins Quebec Balanced Fund collected a Lipper Fund award for the second straight year. The granted award recognized the best fund in the category Canadian Neutral Balanced over 10 years. The portfolio manager is Desjardins Global Asset Management. If you are looking for a Canadian diversifier, this is it.

 

-          Get broad Canadian diversification from other Canadian Neutral Balanced Funds on the market, through zero exposure to Energy, and almost no exposure to Financials, while still delivering returns that are second to none. Look to it as a core-complement to your Canadian Equity/Fixed Income holdings. Lower your portfolios correlation while increasing returns at the same time.

-          All holdings must have their head office or major decision making center located in Quebec.

-          Desjardins is the premiere asset manager in Quebec – giving us priority access to companies, share issues, fixed income offerings, etc.

 

 

Desjardins Emerging Markets Fund

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The Desjardins Emerging Markets Fund stood out above other funds in the category Emerging Markets Equity for its consistent performance even during periods of market volatility. It has won the Lipper Award for the best performing 10 year fund in its category.

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-          A focus on conservative money management with a large to very large cap bias. Companies with strong balance sheets and stable growth that can survive market crises.

-          A high conviction manager choosing a concentrated portfolio of 50-65 securities that still give excellent geographical and sectoral diversification.

-          Sub-managed by Aberdeen Asset Management with over $72Billion AUM in Emerging Markets.

 

Desjardins Global Infrastructure Fund

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The Desjardins Global Infrastructure Fund collected a Lipper award in the category of best 3 year performing Global Infrastructure Equity. The Fund has demonstrated consistent performance since its inception in 2013. The Fund benefits from the management expertise of Colonial First State Asset Management, which specializes in publicly-traded infrastructure securities.

 

-          If you are looking for a world class infrastructure manager, chances are they are based out of Australia, the originators of the asset class.

-          Peter Meany the Head of Global Infrastructure at First State Colonial helped develop the asset class over 20 years ago while working as an analyst at Macquarie Group.

-          Peter and his sector specific team of 5 Portfolio Managers and 3 analysts form one of the largest and most sought after infrastructure management teams in the world.

-          See attached Peter’s profile and ranking in the America’s. Reports generated from CityWire.

-          Stop buying infrastructure from a fund of fund manager, or a global equity or real estate manager. Specialization is key to performance!

 

Please let me know if you have any questions. I am happy to review the funds in further detail or do any comparisons.

 

Regards,

 

Victor Chang

Regional Sales Director | Individual Investments, BC
320-4321 Still Creek Drive, Burnaby, BC V5C 6S7

Direct: 604-340-1899 | victor.chang@desjardins.com

Customer Service: 1-888-729-3422

 

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Looking for forms, marketing material, and rates of return? Please consult our  Webi site at http://www.webi.ca