(As of 12/31/2025)

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) 		7.31 %
YTD Return 10.87 %
NAVPS
(1/13/2026) 		$11.86
Change ($0.01) / -0.08 %
Growth of $10,000 (As of December 31, 2025)
MER 2.40 %
Assets ($mil) $18.14
Rank (1Yr) 424/907
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
-
 
Asset Allocation
(As of December 31, 2025)
Sector Allocation
(As of December 31, 2025)
Geographic Allocation
(As of December 31, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Desjardins Canadian Equity Fund ICanadian EquityMutual FundCanada26.05%
BlackRock CDN US Equity Index Fund, Class DUS EquityMutual FundUnited States24.59%
Desjardins Global Opportunities Fund IInternational EquityMutual FundMulti-National14.48%
DGIA Canadian Bond FundDomestic BondsFixed IncomeNorth America9.05%
Desjardins Overseas Equity Fund I ClassInternational EquityMutual FundMulti-National9.00%
BlackRock CDN MSCI Emerging Markets Index Fund, Class DInternational EquityMutual FundMulti-National4.82%
Desjardins Global Managed Bond Fund IForeign BondsMutual FundMulti-National3.60%
Desjardins Overseas Equity Growth Fund I ClassInternational EquityMutual FundMulti-National3.33%
Desjardins Canadian Corporate Bond Fund IDomestic BondsFixed IncomeCanada2.86%
Desjardins Enhanced Bond Fund I ClassDomestic BondsMutual FundCanada2.29%

Performance Data (As of December 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.52 1.32 7.86 10.87 10.87 13.91 7.72 7.83
Benchmark -1.10 0.84 8.95 13.15 13.15 16.54 9.16 8.99
Quartile Ranking 2 2 2 2 2 1 2 1

Calendar Return (%) 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Fund 10.87 17.51 13.46 -12.75 12.45 13.09 16.78 -4.14 9.49 5.68
Benchmark 13.15 21.57 15.07 -12.03 11.33 12.17 16.29 0.72 11.99 3.66
Quartile Ranking 2 1 1 3 2 1 1 2 2 2

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