(As of 11/30/2017)

Desjardins iBrix Low Volatility Global Equity Fd A

(Global Equity)
Inception Return
(1/26/2015)
9.62 %
YTD Return 12.37 %
NAVPS
(12/15/2017)
$12.81
Change $0.12 / 0.97 %
Growth of $10,000 (As of November 30, 2017)
MER 2.54 %
Assets ($mil) $581.49
Rank (1Yr) 455/867
Std Dev (3Yr) -
Volatility Ranking (3Yr) -
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The objective of this Fund is to provide long-term capital appreciation, while minimizing the portfolio's volatility. To achieve this, the Fund invests primarily in a diversified portfolio of equity and equity-related securities of companies located anywhere in the world, including emerging markets.
Management Co.
Desjardins Global Asset Management Inc.
Managers
 
Asset Allocation
(As of November 30, 2017)
Sector Allocation
(As of November 30, 2017)
Geographic Allocation
(As of November 30, 2017)
Top 10 Holdings
NameAssetSectorGeographicPercent
DBS Group Holdings LtdInternational EquityFinancial ServicesAsia/Pacific Rim1.73%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada1.71%
C.H. Robinson Worldwide IncUS EquityIndustrial ServicesUnited States1.62%
CME Group IncUS EquityFinancial ServicesUnited States1.58%
Tyson Foods Inc Cl AUS EquityConsumer GoodsUnited States1.56%
Aflac IncUS EquityFinancial ServicesUnited States1.50%
Inpex CorpInternational EquityEnergyJapan1.48%
Ally Financial IncUS EquityFinancial ServicesUnited States1.47%
Canadian Imperial Bank of CommerceCanadian EquityFinancial ServicesCanada1.45%
National Bank of CanadaCanadian EquityFinancial ServicesCanada1.44%

Performance Data (As of November 30, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.55 11.10 4.70 12.37 14.24 -    -    -   
Benchmark 1.95 9.21 5.23 17.49 20.01 12.95 17.38 7.63
Quartile Ranking 1 1 1 2 3 - - -

Calendar Return (%) 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Fund 4.27 -      -      -      -      -      -      -      -      -     
Benchmark 5.18 16.88 13.97 32.40 13.73 -5.69 8.11 17.12 -28.35 -5.40
Quartile Ranking 2 - - - - - - - - -

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