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Desjardins Melodia Moderate Income Portfolio T5-class Units (0P0001264W)

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7.898 +0.004    +0.05%
04/11 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  Desjardins Investments Inc
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 382.57M
Desjardins Melodia Moderate Income Portfolio Fund 7.898 +0.004 +0.05%

Desjardins Melodia Moderate Income Portfolio T5-class Units Overview

 
On this page you'll find an in-depth profile of Desjardins Melodia Moderate Income Portfolio T5-class Units. Learn about the key management, total assets, investment strategy and contact information of 0P0001264W among other information.
Category

Global Fixed Income Balanced

Total Assets

382.57M

Expenses

Inception Date

Feb 03, 2014

Investment Strategy

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.

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 - 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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