DESJARDINS AMERICAN EQUITY INDEX ET UNITS CAD UNHEDGEDDESJARDINS AMERICAN EQUITY INDEX ET UNITS CAD UNHEDGEDDESJARDINS AMERICAN EQUITY INDEX ET UNITS CAD UNHEDGED

DESJARDINS AMERICAN EQUITY INDEX ET UNITS CAD UNHEDGED

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Key stats


Assets under management (AUM)
‪1.18 B‬CAD
Fund flows (1Y)
‪1.02 B‬CAD
Dividend yield (indicated)
0.68%
Discount/Premium to NAV
0.2%

About DESJARDINS AMERICAN EQUITY INDEX ET UNITS CAD UNHEDGED


Issuer
Le Mouvement des caisses Desjardins
Brand
Desjardins
Inception date
Apr 18, 2024
Index tracked
Solactive GBS United States 500 CAD Index
Management style
Passive
The fund offers exposure to the broad US equity market in a Canadian fund. It tracks an index consisting of the 500 largest companies across the US, with the constituents selected and weighted by market cap. The index is rebalanced quarterly and is calculated as a net total return index in CAD. The fund is designed for investors aiming for a long-term investment wrapped in a low-cost portfolio. Also, it may employ a sampling strategy in certain circumstances at the manager's discretion.

Classification


Asset Class
Equity
Category
Size and style
Focus
Large cap
Niche
Broad-based
Strategy
Vanilla
Weighting scheme
Market cap
Selection criteria
Market cap
What's in the fund
Exposure type
StocksBonds, Cash & Other
Electronic Technology
Technology Services
Finance
Stock breakdown by region
100%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.