Desjardins Insurance is proud to announce the launch of 6 new funds on its group retirement savings platform on March 1, 2021. These funds will enhance our offering through different asset classes:
PH&N Balanced Fund
This actively managed fund aims to provide long-term capital growth and income by investing primarily in a well-diversified portfolio of Canadian common stocks, bonds and money market securities. It also holds a portion of its assets in foreign common stocks. The manager’s goal is to capitalize on market opportunities by anticipating the best performing asset class at each stage of the business cycle, and then expanding exposure to these classes to improve the overall return of the portfolio.
CC&L Canadian Equity Income & Growth Fund
This actively managed fund aims to maximize long-term total performance while generating a portfolio return that surpasses its benchmark. It invests in a portfolio primarily composed of income-oriented Canadian equities. The fund employs a bottom-up security selection approach, focused on companies’ growth outlook and careful valuation analysis. The manager seeks to strike a balance between securities with dividend growth and those with a high and sustainable rate of return.
T. Rowe Price U.S. Equity Fund
This actively managed fund aims to provide long-term capital growth. It invests primarily in common shares issued by US large-cap growth companies. The manager identifies high-quality companies with market-leading positions in growth sectors. The fund combines valuation analysis and fundamental research, with a focus on sustainable growth rather than cyclical growth or momentum.
Amundi Global High Income & Low Volatility Equity Fund
Amundi Global High Income & Low Volatility Equity Hedged Fund
These passively managed funds are based on a multifactorial approach and aim to provide long-term capital growth while focusing on current returns and reduced volatility by investing in global equities. The hedged fund also aims to eliminate the effect of movements in the value of currencies against the Canadian dollar. The manager seeks to reproduce the performance and risk profile of a custom-built multifactorial index, which focuses on quality securities that generate income and display a defensive nature that offers capital protection in times of a bear market. Also, environmental, social and governance (ESG) factors have been integrated into the index.
Mondrian Global Equity Fund
This actively managed fund aims to generate significant real returns and preserve capital during market declines by investing primarily in equity securities of developed markets around the world, including emerging markets. The manager uses a value-based approach that focuses on future returns and real growth in dividends. It applies a consistent dividend discounting model which compares value across all securities, markets and sectors.
For more information about these new funds, don't hesitate to contact your client relationship manager.