DFS GIF individual funds

• $118.16 billion in assets under management¹
• Headquartered in Montreal, Canada
• 84 investment professionals

Desjardins Global Asset Management (“DGAM”) is a major Canadian market player known for thorough analysis.

The team is united by the values of discipline and diligence.

With a client base consisting primarily of Desjardins Group entities, DGAM strives to generate competitive returns while carefully weighing risk/return ratios.

• Managing fixed-income securities and equity investments
• Developing strategies based on a beta strategy management
• Developing custom investment strategies
• Optimizing risk-adjusted returns
• Structuring portfolios and developing investment policy
• Providing financial product development advice

Investment Solutions:

DFS GIF – Conservative
DFS GIF – Moderate
DFS GIF – Balanced
DFS GIF – Growth
DFS GIF – Maximum Growth
DFS GIF – 100% Equity

Responsible Investment Portfolios:

DFS GIF – Conservative – Desjardins SocieTerra
DFS GIF – Moderate – Desjardins SocieTerra
DFS GIF – Balanced – Desjardins SocieTerra
DFS GIF – Growth – Desjardins SocieTerra
DFS GIF – Maximum Growth – Desjardins SocieTerra
DFS GIF – 100% Equity – Desjardins SocieTerra

Wise ETF Portfolios:

DFS GIF – Conservative – Desjardins Wise ETF
DFS GIF – Balanced – Desjardins Wise ETF
DFS GIF – Growth – Desjardins Wise ETF
DFS GIF – Maximum Growth – Desjardins Wise ETF
DFS GIF – 100% Equity – Desjardins Wise ETF

Individual Funds:

DFS GIF – Money Market
DFS GIF – Canadian Bond
DFS GIF – Global Tactical Bond – Desjardins (PIMCO Canada Corp.)
DFS GIF – Global Balanced – Desjardins SocieTerra
DFS GIF – Global Balanced Growth – Desjardins (Wellington Management Canada ULC)
DFS GIF – Dividend Income – Desjardins
DFS GIF – Canadian Equity – Desjardins
DFS GIF – American Equity Value – Desjardins (Wellington Management Canada ULC)
DFS GIF – Global Dividend – Desjardins (Mondrian Investment Partners Limited)
DFS GIF – Global Equity – Desjardins (Lazard Asset Management LLC)
DFS GIF – Global Equity Growth – Desjardins (Baillie Gifford Overseas Limited)
DFS GIF – International Equity Growth – Desjardins (Baillie Gifford Overseas Limited)

• $348 billion in assets under management¹
• Headquartered in Toronto, Canada
• 52 investment professionals

Founded in 1946 in Boston by Edward C. Johnson II, Fidelity Management & Research Company LLC expanded internationally with the creation of Fidelity International Limited in 1969. Fidelity has been present in Canada since 1987 through Fidelity Investments Canada ULC.

The firm’s strategies are based on a range of investment approaches, applied, for instance, to Canadian equities and balanced mandates, with the objective of achieving disciplined capital growth and income generation across different market environments.

Mandate(s) assigned to this portfolio manager

DFS GIF – Canadian Balanced – Fidelity
DFS GIF – U.S. Monthly Income – Fidelity
DFS GIF – Canadian Equity – Fidelity True North^®

• $158.7 billion in assets under management¹
• Headquartered in Montreal, Canada
• 229 investment professionals

In Canada, Fiera Capital Corporation is one of only a handful of independent investment firms providing expertise in fixed-income, Canadian and foreign equity, asset allocation and non-traditional investment solutions. The firm's strategies are tailored to asset class, market capitalization and preferred management style. Research is the basis of all of Fiera Capital's management processes. In-house economic and market research determines asset allocation, which is designed to maximize returns while preserving capital.

Mandate(s) assigned to this portfolio manager

DFS GIF – Canadian Balanced – Fiera Capital

• $51.9 billion in assets under management¹
• Headquartered in Montreal, Canada
• 75 investment professionals

Founded in 1955, Jarislowsky Fraser manages equity, bond and asset allocation mandates. A leader in corporate governance and defender of minority shareholder rights, Jarislowsky Fraser specializes in Canadian equity management with a conservative approach. The firm serves a wide range of clients, including mutual funds, pension funds, foundations and private investors. Jarislowsky Fraser's objective is long-term capital growth while maintaining low risk. The firm avoids speculative securities and selects financially sound companies to minimize overall portfolio risk. This strategy is combined with extensive in-house securities analysis.

Mandate(s) assigned to this portfolio manager

DFS GIF – Global Balanced – Jarislowsky Fraser
DFS GIF – Canadian Equity – Jarislowsky Fraser

• $892 billion in assets under management¹
• Headquartered in Boston, USA
• 327 investment professionals

MFS Investment Canada Limited is a global investment firm managing equity and fixed-income assets for institutional and individual investors worldwide. Founded in 1924, Massachusetts Financial Services Company established one of the world’s first in-house fundamental research departments in 1932. The firm offers a wide range of investment products while specializing in active management of equity mandates. Its investment philosophy has remained consistent: to identify opportunities on behalf of clients based on comprehensive research.

Mandate(s) assigned to this portfolio manager

DFS GIF – American Equity – MFS
DFS GIF – Global Equity – MFS
DFS GIF – International Equity – MFS

• $138.5 billion in assets under management¹
• Headquartered in Toronto, Canada
• 117 investment professionals

Founded in 1965, CI Investments provides a wide variety of investment products to investors by partnering with financial advisors and institutions across Canada. Guided by a strategy of seeking the best available portfolio managers, the firm offers a diverse lineup of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments.

Mandate(s) assigned to this portfolio manager

DFS GIF – Canadian Asset Allocation – CI
DFS GIF – Canadian Balanced – CI
DFS GIF – Canadian Income and Growth – CI