Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.00% 1.149B -- --
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-1.445B 2.85%

Basic Info

Investment Strategy
The objective of this Fund is to provide regular income as well as a greater security of capital. The Fund replicates, to the extent possible and before fees and expenses, the performance of the Bloomberg Barclays Global Aggregate Government ex Emerging Markets CAD hedged index (or any successor thereto). The Fund will primarily invest in developed markets investment grade government and government related fixed income securities.
General
Security Type Mutual Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global CAD
Peer Group Global Fixed Income
Global Macro Bond Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Desjardins
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 93
-27.52M Peer Group Low
570.62M Peer Group High
1 Year
% Rank: 100
-1.445B
-1.445B Peer Group Low
987.83M Peer Group High
3 Months
% Rank: 99
-274.91M Peer Group Low
587.90M Peer Group High
3 Years
% Rank: 100
-1.063B Peer Group Low
1.862B Peer Group High
6 Months
% Rank: 100
-983.90M Peer Group Low
862.60M Peer Group High
5 Years
% Rank: 29
-651.22M Peer Group Low
3.524B Peer Group High
YTD
% Rank: 93
-175.53M Peer Group Low
570.62M Peer Group High
10 Years
% Rank: 32
-1.574B Peer Group Low
9.014B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
-12.39%
5.74%
0.97%
1.74%
1.00%
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
3.05%
0.99%
--
--
--
-11.13%
5.43%
0.85%
1.47%
1.04%
7.10%
8.03%
-2.51%
-13.42%
6.17%
1.60%
2.75%
1.31%
7.50%
7.07%
-1.97%
-11.14%
6.38%
2.07%
3.67%
1.26%
6.81%
7.71%
-1.13%
-8.22%
5.10%
1.93%
3.81%
1.68%
As of February 21, 2026.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (2-20-26) 2.18%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 10
Bond
Yield to Maturity (11-30-25) 3.19%
Effective Duration --
Average Coupon 2.04%
Calculated Average Quality 2.119
Effective Maturity 8.297
Nominal Maturity 8.305
Number of Bond Holdings 5
As of November 30, 2025

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.01%
Stock 0.00%
Bond 98.61%
Convertible 0.00%
Preferred 0.00%
Other 0.38%
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Top 10 Holdings

Name % Weight Price % Change
CAD/USD FORWARD CONTRACT
96.00% -- --
USD/EUR FORWARD CONTRACT
31.63% -- --
USD/JPY FORWARD CONTRACT
14.84% -- --
USD/GBP FORWARD CONTRACT
6.26% -- --
United States of America USGB 0.5 05/31/2027 FIX USD Government 4.79% 96.29 0.01%
United States of America USGB 1.625 08/15/2029 FIX USD Government 4.23% 93.84 0.01%
United States of America USGB 4.0 02/28/2030 FIX USD Government 3.67% 101.54 0.00%
United States of America USGB 0.5 10/31/2027 FIX USD Government 2.63% 95.15 0.00%
USD/AUD FORWARD CONTRACT
2.39% -- --
United States of America USGB 3.875 08/15/2033 FIX USD Government 2.32% 99.88 -0.04%

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee --
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for RRSP Yes
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 1000.00 None
Minimum Subsequent Investment 25.00 None

Basic Info

Investment Strategy
The objective of this Fund is to provide regular income as well as a greater security of capital. The Fund replicates, to the extent possible and before fees and expenses, the performance of the Bloomberg Barclays Global Aggregate Government ex Emerging Markets CAD hedged index (or any successor thereto). The Fund will primarily invest in developed markets investment grade government and government related fixed income securities.
General
Security Type Mutual Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global CAD
Peer Group Global Fixed Income
Global Macro Bond Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Desjardins
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (2-20-26) 2.18%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 10
Bond
Yield to Maturity (11-30-25) 3.19%
Effective Duration --
Average Coupon 2.04%
Calculated Average Quality 2.119
Effective Maturity 8.297
Nominal Maturity 8.305
Number of Bond Holdings 5
As of November 30, 2025

Fund Details

Key Dates
Launch Date 4/12/2021
Attributes
Inverse Fund No
Leveraged Fund --
Currency Hedged Fund --
Socially Responsible Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:DJT01681.TO", "name")
Broad Asset Class: =YCI("M:DJT01681.TO", "broad_asset_class")
Broad Category: =YCI("M:DJT01681.TO", "broad_category_group")
Prospectus Objective: =YCI("M:DJT01681.TO", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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