(As of 2/28/2025)

DFS GIF - Maximum Growth Series 6

(Global Equity Balanced)

FundGrade A+^® Rating recipient
For more information about FundGrade click here

2023
2022
2021
2020

Inception Return (2/24/2014)	7.14 %
YTD Return	2.79 %

NAVPS (3/31/2025)	$10.28
Change	$0.05 / 0.49 %

Growth of $10,000 (As of February 28, 2025)

MER	2.40 %
Assets ($mil)	$15.85
Rank (1Yr)	315/1002
Std Dev (3Yr)	10.14 %
Volatility Ranking (3Yr)	5/10
RRSP Eligibility	Yes
Load	Choice of Front or Back
Max Front End	-
Max Back End	5.50 %
Sales Status	Open

Objective

To maximize the appreciation of capital while still generating some income by investing in a number of different fixed income and equity underlying funds.

Fund Manager

Multi-Managers

Portfolio Manager

Desjardins Investments Inc.

Sub-Advisor

Data not available

Asset Allocation
(As of February 28, 2025)

Sector Allocation
(As of February 28, 2025)

Geographic Allocation
(As of February 28, 2025)

Top 10 Holdings

Name	Asset	Sector	Geographic	Percent
BlackRock CDN US Equity Index Fund, Class D	US Equity	Mutual Fund	United States	33.43%
Desjardins Canadian Equity Fund I	Canadian Equity	Mutual Fund	Canada	11.66%
DGIA Canadian Bond Fund	Domestic Bonds	Fixed Income	North America	11.52%
Beutel Goodman Fundamental Canadian Equity Fund I	Canadian Equity	Mutual Fund	Canada	11.36%
Desjardins Global Dividend Fund I Class	International Equity	Mutual Fund	Multi-National	10.88%
Desjardins Overseas Equity Growth Fund I Class	International Equity	Mutual Fund	Multi-National	6.37%
Desjardins Overseas Equity Fund I Class	International Equity	Mutual Fund	Multi-National	5.92%
Desjardins Global Managed Bond Fund I	Foreign Bonds	Mutual Fund	Multi-National	4.67%
Desjardins Enhanced Bond Fund I Class	Domestic Bonds	Mutual Fund	Canada	2.88%
Desjardins Global Small Cap Equity Fund I Class	International Equity	Mutual Fund	Multi-National	0.83%

Performance Data (As of February 28, 2025)

	Return (%)				Annualized Return (%)
Return	1 Mth	3 Mth	6 Mth	YTD	1 Yr	3 Yr	5 Yr	10 Yr
Fund	-0.65	1.62	7.76	2.79	15.32	8.28	9.44	6.63
Benchmark	-0.48	2.93	9.60	2.77	18.61	10.47	10.41	8.55
Quartile Ranking	3	2	1	2	2	2	1	1

Calendar Return (%)	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Fund	17.51	13.46	-12.75	12.45	13.09	16.78	-4.14	9.49	5.68	3.51
Benchmark	21.57	15.07	-12.03	11.33	12.17	16.29	0.72	11.99	3.66	17.03
Quartile Ranking	2	1	3	2	1	1	2	2	2	3

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