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This Portfolio is a strategic asset allocation fund. Its objective is to provide a regular income return and moderate 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. The Portfolio may invest up to 10% of its net assets in illiquid securities, alternative assets and alternative funds. The Portfolio may invest its net assets in securities of exchange-traded funds (“ETFs”). Investments in ETFs must be made in accordance with applicable laws and regulations.
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 | - | 2013 | 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. |
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