Corporate Class

Corporate Class Funds*

  • Legal structure driving tax efficiency
  • Dividend income and capital gains, taxed at lower rates
  • For non-registered accounts only
Desjardins Funds
  • Companies paying growing dividends
  • Sectorial diversification through foreign investments
  • Portfolio managers known for their solid experience
  • Tax efficiency
  • Tax efficient, high current income
  • Diversity of income sources
  • Portfolio managers with strong convictions
  • Tax efficiency
  • Selection of quality Canadian securities offered at low cost
  • Expertise of experienced portfolio managers
  • 100% Canadian equity
  • Tax efficiency
  • Investment in quality Canadian companies having strong potential
  • Expertise of experienced portfolio managers
  • 100% Canadian equity
  • Tax efficiency
  • Selection of companies that benefit from significant competitive advantages
  • Participation in the growth of the world's largest economy
  • Stock allocation concentrated in sectors with high growth potential
  • Tax efficiency
  • Focus on currency fluctuation protection
  • Participation in the growth of the world’s largest economy
  • Selection of growth companies
  • Tax efficiency
  • Stock selection from international companies with a strong commercial image
  • Diversification based on four types of growth
  • Stock allocation concentrated on sectors offering high growth potential
  • Tax efficiency
  • Stock selection from international companies with a strong commercial image
  • Diversification based on four types of growth
  • Portfolio managers with strong convictions
  • Tax efficiency
  • Securities offering higher growth potential than those of global large cap corporations
  • Complete geographic and sectorial diversification
  • Experienced portfolio managers with strong convictions
  • Tax efficiency
  • Stock selection from all market capitalization segments
  • Possibility of investing in frontier markets
  • Portfolio managers recognized for their expertise
  • Tax efficiency

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
  • 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
  • Minimum initial investment per client: $100,000
  • Two themes addressing two different needs: Low volatility and growth
  • Broad Diversification
  • A more active tactical portfolio management
  • Competitive pricing
  • Flexible income options
  • For non-registered accounts only
  • Tax-efficient legal structure

* 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.