Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
1.71% 315.88M -- 22.22%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
69.07M 8.45% Upgrade Upgrade

Basic Info

Investment Strategy
The objective of this Fund is to provide a high income return and some long-term capital appreciation by investing primarily in fixed-income securities of emerging markets issuers.
General
Security Type Mutual Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Emerging Markets Global LC
Peer Group Emerging Markets Fixed Income
Global Macro Bond Emerging Markets
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: 4
-15.29M Peer Group Low
18.56M Peer Group High
1 Year
% Rank: 25
69.07M
-201.07M Peer Group Low
130.20M Peer Group High
3 Months
% Rank: 4
-58.15M Peer Group Low
15.05M Peer Group High
3 Years
% Rank: 55
-756.30M Peer Group Low
436.73M Peer Group High
6 Months
% Rank: 93
-33.29M Peer Group Low
61.70M Peer Group High
5 Years
% Rank: 59
-202.67M Peer Group Low
497.15M Peer Group High
YTD
% Rank: 25
-170.39M Peer Group Low
147.37M Peer Group High
10 Years
% Rank: 62
-132.86M Peer Group Low
1.168B 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
2018
2019
2020
2021
2022
2023
2024
YTD
-7.92%
11.88%
1.75%
-5.26%
-17.63%
11.21%
6.75%
10.35%
1.06%
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
2.93%
--
--
--
-3.27%
-15.38%
12.96%
7.35%
12.86%
-6.12%
12.26%
5.49%
-4.15%
-17.97%
7.67%
4.09%
9.12%
-2.67%
6.81%
2.04%
-5.71%
-11.83%
7.97%
5.02%
--
As of December 12, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-11-25) 5.59%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 10
Bond
Yield to Maturity (10-31-25) 6.22%
Effective Duration --
Average Coupon 6.28%
Calculated Average Quality 4.786
Effective Maturity 10.42
Nominal Maturity 10.88
Number of Bond Holdings 6
As of October 31, 2025

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.87%
Stock 0.00%
Bond 97.92%
Convertible 0.00%
Preferred 0.00%
Other -1.80%
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Top 10 Holdings

Name % Weight Price % Change
CAD/USD FORWARD CONTRACT
84.31% -- --
Canada CAN 0.0 01/28/2026 FIX CAD Government 7.46% 99.72 0.00%
CAD/EUR FORWARD CONTRACT
2.72% -- --
EGYPT, ARAB REPUBLIC OF (GOVERNMENT) 8.625% 04-FEB-2030
1.70% -- --
Republic of Panama PANAMA 6.875 01/31/2036 FIX USD Sovereign 1.64% 108.23 0.45%
HUNGARY (GOVERNMENT) 6% 26-SEP-2035
1.59% -- --
Argentine Republic ARGENT 3.5 07/09/2041 VAR USD Sovereign 1.51% 66.43 -0.38%
USD/ZAR FORWARD CONTRACT
1.38% -- --
Republic of Colombia COLOM 8.5 04/25/2035 FIX USD Sovereign 1.30% 110.14 0.62%
NETWORKING CAPITAL
1.28% -- --

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 a high income return and some long-term capital appreciation by investing primarily in fixed-income securities of emerging markets issuers.
General
Security Type Mutual Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Emerging Markets Global LC
Peer Group Emerging Markets Fixed Income
Global Macro Bond Emerging Markets
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 (12-11-25) 5.59%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 10
Bond
Yield to Maturity (10-31-25) 6.22%
Effective Duration --
Average Coupon 6.28%
Calculated Average Quality 4.786
Effective Maturity 10.42
Nominal Maturity 10.88
Number of Bond Holdings 6
As of October 31, 2025

Fund Details

Key Dates
Inception Date --
Last Annual Report Date 9/30/2024
Last Prospectus Date --
Share Classes
DJT00146 Commission-based Advice
DJT01646 Institutional
DJT03946 Fee-based Advice
DJT07146 Fee-based Advice
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication 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:DJT03146.TO", "name")
Broad Asset Class: =YCI("M:DJT03146.TO", "broad_asset_class")
Broad Category: =YCI("M:DJT03146.TO", "broad_category_group")
Prospectus Objective: =YCI("M:DJT03146.TO", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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