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Desjardins Chorus Ii Balanced Low Volatility Portfolio R5 (0P00014JHN)

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8.625 -0.002    -0.02%
04/11 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 3.56B
Type:  Fund
Market:  Canada
Issuer:  Desjardins Investments Inc
Asset Class:  Other
Desjardins Chorus II Balanced Low Volatility Portf 8.625 -0.002 -0.02%

0P00014JHN Overview

 
On this page you'll find an in-depth profile of Desjardins Chorus Ii Balanced Low Volatility Portfolio R5. Learn about the key management, total assets, investment strategy and contact information of 0P00014JHN among other information.
Category

Global Neutral Balanced

Total Assets

3.56B

Expenses

Inception Date

Oct 08, 2014

Investment Strategy

The objective of this Portfolio is to strike a balance between income return and long-term capital appreciation. Consequently, the Portfolio invests mainly in the units of mutual funds which themselves invest in equity and fixed-income securities throughout the world. This Portfolio might also hold exchange-traded funds as well as individual equity and fixed-income securities. The Portfolio may invest up to 100% of its net assets in foreign securities. The Portfolio may invest up to 10% of its net assets in illiquid securities, alternative assets and alternative funds.

Contact Information

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

Top Executives

Name Title Since Until
Nicolas Bédard Portfolio Manager 2023 Now
Francis Fortin - 2021 2023
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 - 2019 2023
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.
Michel Lessard - 2017 2019
Biography Michel Lessard, is Vice President of Desjardins Investment Management, and has more than 13 years experience in the financial industry. Mr. Lessard earned his M.Sc from HEC Montreal.
Nicolas Richard - 2016 2017
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