Desjardins Funds

Balanced Funds

Fonds

Desjardins Global Balanced Growth Fund (formerly Desjardins Tactical Balanced Fund)

Asset Allocation - as at March 31, 2025

Weighting %
US Equity
39.95
Foreign Bonds
24.44
International Equity
19.87
Cash and Equivalents
11.39
Canadian Equity
1.42
Other Securities
2.92
Fonds

Desjardins Sustainable Global Balanced Fund

Asset Allocation - as at March 31, 2025

Weighting %
Foreign Bonds
36.79
US Equity
29.66
International Equity
24.96
Cash and Equivalents
4.05
Canadian Bonds
3.32
Canadian Equity
1.21
Fonds

Desjardins Québec Balanced Fund

Asset Allocation - as at March 31, 2025

Weighting %
Canadian Equity
59.56
Canadian Bonds
39.02
Cash and Equivalents
1.42
Fonds

Desjardins Global Balanced Strategic Income Fund

Asset Allocation - as at March 31, 2025

Weighting %
US Equity
39.38
Foreign Bonds
33.81
International Equity
22.46
Cash and Equivalents
3.35
Canadian Equity
1.00
Fonds

Desjardins Dividend Balanced Fund (formerly Desjardins Dividend Income Fund)

Asset Allocation - as at March 31, 2025

Weighting %
Canadian Equity
41.24
Canadian Bonds
26.26
US Equity
15.45
International Equity
9.14
Cash and Equivalents
4.82
Income Trust Units
3.10
Fonds

Desjardins Tactical Asset Allocation Fund

Asset Allocation - as at April 23, 2025

No data available