Strategic Beta Management

Optimize your portfolio through an innovative approach*

  • Combine the best of active and passive management approaches
  • Maximize your portfolio’s return potential
  • Initial investment of $1,000
  • Eligible for registered plans (RRSP, TFSA, etc.)
IBrix Funds
  • Transparent stock selection process
  • Distinct, innovative approach to the index
  • Portfolio managers who are pioneers in strategic beta management of bonds
  • Transparent stock selection process
  • Stock selection offering high current income
  • Experienced strategic beta portfolio managers
  • Transparent stock selection process
  • Stock selection offering high current income
  • Portfolio managers known in the industry for strategic beta portfolio management
  • Transparent stock selection process
  • Stock selection focused on reducing volatility
  • Experienced portfolio managers who combine both qualitative and quantitative analyses
  • Selection of stocks posting the highest current yields
  • Concentration risk reduced by equally weigthing the securities
  • Sectorial distribution enhanced by the geographic distribution
  • Transparent stock selection process
  • Stock selection focused on reducing volatility
  • Portfolio managers with solid risk management experience

Optimize your portfolio through an innovative approach*

  • Legal structure driving tax efficiency
  • Combine the best of active and passive management approaches
  • Maximize your portfolio’s return potential
  • For non-registered accounts only
IBrix Funds
  • Transparent stock selection process
  • Stock selection offering high current income
  • Experienced strategic beta portfolio managers
  • Tax efficiency
  • Transparent stock selection process
  • Stock selection offering high current income
  • Portfolio managers known in the industry for strategic beta portfolio management
  • Tax efficiency

* The financial information displayed on this website are provided by Fundata Canada Inc. The contents are provided for informational purposes only. No representations or warranties, express or implied, are made by Fundata or Desjardins in connection with the exactitude, quality or completeness of such information and data. This web page and the widgets displayed on this website were developed by, Fundata Canada Inc. © Fundata Canada Inc. All Rights Reserved. www.fundata.com - External link. This link will open in a new window.

The Desjardins Funds are not guaranteed, their value fluctuates frequently and their past performance is not indicative of their future returns. The indicated rates of return are the historical annual compounded total returns as indicated the date of the present document including changes in securities value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The Desjardins Funds are offered by registered dealers such as Desjardins Financial Services Firm Inc., a mutual fund dealer belonging to Desjardins Group that distributes the Funds in caisses throughout Québec and Ontario.

  1. In March’s Budget 2016, the Government of Canada announced new measures targeting Corporate Class investment funds. Starting January 1, 2017, an exchange of shares between two Corporate Class funds will be considered for tax purposes to be a disposition at fair market value and could give rise to a capital gain or loss. In general, the measure will not apply to reclassifications between different series of shares within the same Corporate Class fund.