About this fund
Read this article published in The Globe and Mail, September 5, 2023.
Legal and Financial Publications
About the LSEG Lipper Fund Awards
The LSEG Lipper Fund Awards, held annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted returns relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36-, 60- and 120-month periods. The top 20% of funds in each classification are named Lipper Leaders for Consistent Return and receive a rating of 5; the next 20% receive a rating of 4; the middle 20% are rated 3; the next 20% are rated 2; and the lowest 20% are rated 1. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification per award universe wins the Refinitiv Lipper Fund Award. Lipper Leader ratings are subject to change every month. For more information, see www.lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper. LSEG Lipper Fund Awards, ©2023 LSEG. All rights reserved. Used under license.
Data for the LSEG Lipper Fund Awards is aggregated until the end of July of any given year and results are published in November of that year.
The returns posted by the Desjardins Overseas Equity Fund (Series F) for the period ended October 31, 2023 are as follows: 20.89% (1 year), 4.48% (3 years), 7.73% (5 years), N/A (10 years), and 6.26% (since its inception on November 25, 2013). The corresponding Lipper Leader for Consistent Return ratings of the Fund for that same period are as follows: N/A (1 year), 5 (3 years), 5 (5 years) and N/A (10 years). The Lipper Leader for Consistent Return ratings of the fund for the period ended July 31, 2023 are as follows: N/A (1 year), 4 (3 years), 5 (5 years) and N/A (10 years). The Fund stands out from a total of 66 of its peers by receiving an award in the ‘International Equity fund’’ category for the 5-year period.
Fiera has retained the services of PineStone Asset Management Inc. (formerly StonePine Asset Management Inc.) who provides sub-advisory services to Fiera for the Desjardins Overseas Equity Fund.
The chart showing the growth of $10 000 invested in the indicated class-units of the cited Desjardins Fund is used only to illustrate the effects of the compound growth rate and is not intended to reflect or to present future values of the investment fund or returns on investment in the investment fund.
As at March 31, 2023
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.
Prices do not include distributions
Should these differ from official prices, the latter will prevail.
Desjardins Funds investment instructions received before 4:00 p.m. (Eastern Time Zone), on a day the Toronto Stock Exchange is open for business (“valuation date”), are carried out at the price in effect on that day. Instructions received after 4:00 PM (Eastern Time Zone), will be processed at the next valuation date's price.
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 of the date of the present document including changes in securities value and reinvestment of all distributions and do not consider sales, redemption, distribution or other 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.