(As of 12/31/2020)

Desjardins Low Volatility Global Equity Fd A

(Global Equity)
Inception Return
(1/26/2015)
4.53 %
YTD Return -3.43 %
NAVPS
(1/15/2021)
$12.34
Change $0.05 / 0.41 %
Growth of $10,000 (As of December 31, 2020)
MER 2.45 %
Assets ($mil) $869.04
Rank (1Yr) 2152/2278
Std Dev (3Yr) 9.40 %
Volatility Ranking (3Yr) 3/10
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 December 31, 2020)
Sector Allocation
(As of December 31, 2020)
Geographic Allocation
(As of December 31, 2020)
Top 10 Holdings
NameAssetSectorGeographicPercent
Walmart IncUS EquityConsumer ServicesUnited States2.85%
Activision Blizzard IncUS EquityTechnologyUnited States2.32%
Take-Two Interactive Software IncUS EquityTechnologyUnited States2.29%
Nintendo Co LtdInternational EquityTechnologyJapan2.24%
NortonLifeLock IncUS EquityTechnologyUnited States2.21%
Citrix Systems IncUS EquityTechnologyUnited States2.04%
Nippon Telegraph and Telephone CorpInternational EquityTelecommunicationsJapan2.02%
CBOE Holdings IncUS EquityFinancial ServicesUnited States1.98%
Deutsche Wohnen AGInternational EquityReal EstateEuropean Union1.93%
Novo Nordisk A/S Cl BInternational EquityHealthcareEuropean Union1.89%

Performance Data (As of December 31, 2020)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.71 -0.16 2.88 -3.43 -3.43 0.40 3.24 -   
Benchmark 2.92 10.06 16.44 13.15 13.15 10.50 10.54 12.06
Quartile Ranking 4 4 4 4 4 4 4 -

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund -3.43 12.97 -7.24 11.16 4.27 -      -      -      -      -     
Benchmark 13.15 21.41 -1.79 16.29 5.18 16.88 13.97 32.40 13.73 -5.69
Quartile Ranking 4 4 3 3 2 - - - - -

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