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29.033
+0.040
+0.13%
19/02 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 322.66M
Desjardins Dividend Income
29.033
+0.040
+0.13%
- Overview
- Profile
- Historical Data
- Holdings
Desjardins Dividend Balanced Fund A Overview
On this page you'll find an in-depth profile of Desjardins Dividend Balanced Fund A. Learn about the key management, total assets, investment strategy and contact information of 0P000071H2 among other information.
Investment Strategy
The objective of this Fund is to provide a high level of income, mostly in the form of dividends, and, to a lesser degree, long-term capital appreciation by investing primarily in Canadian, and to a lesser extent, foreign income-producing securities. The Fund may invest up to 30% of its net assets in foreign securities. The Fund may use derivatives for hedging and non-hedging purposes. The Fund may use various derivatives to reduce the global risk of the portfolio or improve its return. The Fund may use various derivatives such as options, forwards, futures contracts and swaps for hedging purposes against losses incurred by variations in securities values or exchange rates
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Christopher Mann | Portfolio Manager | 2022 | Now |
| Biography | Christopher Mann, B Eng, MBA, CFA, is a managing director and portfolio manager with the Fundamental Equity Team for Manulife Investment Management, responsible for covering several sectors in both Canada and the United States for its dividend & income strategies. These sectors include larger cap Canadian materials, high yield Canadian E&P energy, segments of consumer discretionary, and information technology companies. Christopher joined Manulife Investment Management when Standard Life’s Canadian operations were acquired by Manulife in January 2015. | ||
| Francis Scott | Portfolio Manager | 2021 | Now |
| Pasquale Posteraro | - | 2020 | Now |
| Tony Beaulac | Other Executives | 2019 | Now |
| Biography | Tony is a Portfolio Manager of State Street Global Advisors, Ltd. in Canada. He joined the firm in July 2000. He is involved in the passive management of equity funds. Prior to joining SSgA, Tony worked as a consultant for BARRA International where he was responsible for the monthly Risk Prediction Model for Canada. Tony holds a Bachelor of Actuarial Science from Laval University. Tony became a CFA charterholder in 2001. | ||
| Alain Rhéaume | - | 2014 | 2024 |
| Anne Perreault | - | 2020 | 2022 |
| Biography | Ms. Perreault shares responsibility for the Desjardins Canadian Equity Income Fund. Ms. Perreault is equally responsible for the analysis and management of securities in the consumer staples, real estate, public services and health care sectors. She also manages different mandates pertaining to sustainable investments. Before joining the Portfolio Manager in 2016, she worked for Desjardins Securities Inc. as, among other things, a portfolio manager. She has over 20 years of experience in the investment sector. Ms. Perreault holds a master's degree in finance from the University of Sherbrooke. | ||
| Tommy Nguyen | Senior Portfolio Manager | 2019 | 2022 |
| Biography | Mr. Nguyen is a Senior Portfolio Manager and Trading at Palos Capital Corporation. Prior to joining Palos, Mr. Nguyen was a consultant at Ionpeer Networks and Nortel Networks. Mr. Nguyen holds a Bachelor of Engineering with a major in Software Engineering and is currently finishing an Executive Master in Business Administration (EMBA). Mr. Nguyen holds the Canadian Investment Manager (CIM) designation. Tommy is responsible for portfolio management and active trading for all Palos Capital Funds. Tommy is a member of the Institutional Equity Traders Association and MBA association of Quebec. | ||
| Stephen Docherty | Head | 2011 | 2018 |
| Biography | Stephen Docherty is Head of Global Equities. The team is responsible for managing Aberdeen Standard Investments Global and International equity mandates. Stephen joined the company in 1994 as an investment statistician in the performance and risk area. In 1996 he moved into a fund management role covering the Latin American equity markets. In 1999 he became involved in managing global portfolios and was appointed Head of the Desk at the end of 2002. Previously, Stephen worked for Scottish Mutual Assurance in the department of Actuarial Services. | ||
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