(As of 5/31/2025)

Desjardins Low Volatility Global Equity Fd A

(Global Equity)
Inception Return
(1/26/2015)
5.45 %
YTD Return 2.80 %
NAVPS
(6/27/2025)
$15.00
Change $0.13 / 0.86 %
Growth of $10,000 (As of May 31, 2025)
MER 2.24 %
Assets ($mil) $479.97
Rank (1Yr) 994/2037
Std Dev (3Yr) 9.74 %
Volatility Ranking (3Yr) 4/10
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.
Fund Manager

Desjardins Investments Inc.

Portfolio Manager

Desjardins Global Asset Management Inc.

Sub-Advisor

Fidelity Investments Canada ULC

 
Asset Allocation
(As of May 31, 2025)
Sector Allocation
(As of May 31, 2025)
Geographic Allocation
(As of May 31, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Microsoft CorpUS EquityTechnologyUnited States4.80%
NVIDIA CorpUS EquityTechnologyUnited States2.96%
Apple IncUS EquityTechnologyUnited States2.75%
Visa Inc Cl AUS EquityFinancial ServicesUnited States1.05%
Walmart IncUS EquityConsumer ServicesUnited States1.04%
Deutsche Telekom AG Cl NInternational EquityTelecommunicationsEuropean Union1.00%
Sap SEInternational EquityTechnologyEuropean Union0.96%
Pan Pacific International Holdngs CorpInternational EquityConsumer ServicesJapan0.95%
General Electric CoUS EquityIndustrial GoodsUnited States0.94%
Arthur J Gallagher & CoUS EquityFinancial ServicesUnited States0.91%

Performance Data (As of May 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.34 -2.64 0.38 2.80 11.43 10.54 6.27 5.41
Benchmark 5.37 -2.04 0.91 0.76 14.46 15.33 13.24 10.33
Quartile Ranking 4 3 2 1 2 3 4 4

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 18.29 7.46 -7.37 10.05 -3.42 12.96 -7.24 11.16 4.27 -     
Benchmark 26.84 19.37 -12.64 17.62 13.15 21.41 -1.79 16.29 5.18 16.88
Quartile Ranking 3 4 1 4 4 4 3 3 2 -

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