(As of 6/30/2020)

Desjardins Low Volatility Global Equity Fd A

(Global Equity)
Inception Return
(1/26/2015)
4.41 %
YTD Return -6.13 %
NAVPS
(7/10/2020)
$12.13
Change $0.07 / 0.56 %
Growth of $10,000 (As of June 30, 2020)
MER 2.45 %
Assets ($mil) $776.17
Rank (1Yr) 1683/2291
Std Dev (3Yr) 9.69 %
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.
Management Co.
Desjardins Investments Inc.
Managers
Unigestion Asset Management (Canada) Inc., Desjardins Global Asset Management Inc.
 
Asset Allocation
(As of June 30, 2020)
Sector Allocation
(As of June 30, 2020)
Geographic Allocation
(As of June 30, 2020)
Top 10 Holdings
NameAssetSectorGeographicPercent
Walmart IncUS EquityConsumer ServicesUnited States2.98%
Verizon Communications IncUS EquityTelecommunicationsUnited States2.85%
Roche Holding AG - ParticipationInternational EquityHealthcareOther European2.82%
Electronic Arts IncUS EquityTechnologyUnited States2.07%
Citrix Systems IncUS EquityTechnologyUnited States2.03%
Nestle SAInternational EquityConsumer GoodsOther European2.03%
Target CorpUS EquityConsumer ServicesUnited States1.99%
Novo Nordisk A/S Cl BInternational EquityHealthcareEuropean Union1.98%
AT&T IncUS EquityTelecommunicationsUnited States1.98%
Nintendo Co LtdInternational EquityTechnologyJapan1.93%

Performance Data (As of June 30, 2020)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -1.11 6.07 -6.13 -6.13 -1.46 1.96 4.57 -   
Benchmark 1.99 14.87 -2.83 -2.83 5.90 7.68 8.34 12.09
Quartile Ranking 4 4 3 3 3 4 3 -

Calendar Return (%) 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund 12.97 -7.24 11.16 4.27 -      -      -      -      -      -     
Benchmark 21.41 -1.79 16.29 5.18 16.88 13.97 32.40 13.73 -5.69 8.11
Quartile Ranking 4 3 3 2 - - - - - -

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