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Desjardins Sustainable Maximum Growth Portfolio R6 (0P000166NW)

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9.435 -0.010    -0.08%
27/11 - Delayed Data. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 1.77B
Type:  Fund
Market:  Canada
Asset Class:  Equity
Desjardins SocieTerra Maximum Growth Portfolio R6 9.435 -0.010 -0.08%

0P000166NW Overview

 
On this page you'll find an in-depth profile of Desjardins Sustainable Maximum Growth Portfolio R6. Learn about the key management, total assets, investment strategy and contact information of 0P000166NW among other information.
Category

Global Equity Balanced

Total Assets

1.77B

Expenses

Inception Date

Jun 08, 2015

Investment Strategy

This Portfolio is a strategic asset allocation fund. Its primary objective is to provide long-term capital appreciation. The Portfolio invests in both Canadian, foreign equity and fixed-income securities and/or in units of mutual funds which themselves invest in Canadian, foreign equity and fixed income securities. The Portfolio may invest up to 10% of its net assets in illiquid securities, alternative assets and alternative funds. The Portfolio may invest its net assets in securities of exchange-traded funds (“ETFs”). Investments in ETFs shall comply with the requirements of applicable laws and regulations and the ETFs shall be selected based on whether they meet the responsible investment approach of the Manager.

Contact Information

Address PO Box 9000
Montreal,QC H5B 1H5
Canada
Phone 800 361 6840

Top Executives

Name Title Since Until
Francis Fortin - 2021 Now
Biography Francis Fortin is a portfolio manager for the portfolio advisory services provided to the Desjardins SocieTerra Global Managed Bond Fund and the SocieTerra Fixed Income Portfolio. Mr. Fortin is responsible for managing multi-asset portfolios for retail investors as well as for the selection and monitoring of managers of different fund families. He has been with the team since 2012. Francis Fortin holds a bachelor's degree in finance from McGill University (2003). He also holds CFA and CAIA titles.
Marc Cohen - 2009 Now
Biography Marc Cohen is primarily responsible for the portfolio advisory services provided to the Desjardins SocieTerra Global Managed Bond Fund and the SocieTerra Fixed Income Portfolio. Mr. Cohen is Director, Portfolio Manager and Solution Performance. Mr. Cohen is responsible for portfolio manager monitoring and selection for the Desjardins Funds and has been with the Desjardins Group since 2003. Mr. Cohen has a bachelor of commerce degree in accounting from McGill University and he is also a chartered accountant and a CFA charterholder.
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