With a management fee of 0.80%, DSAE seeks to achieve its objective of offering long-term capital appreciation by investing primarily in US equities and equity-related assets, while taking a cautious approach in selecting holdings for the underlying portfolio. Is.
As the fund’s deputy advisor, ClearBridge invests the assets of the Desjardins ETF in securities that meet its financial and non-financial valuation criteria. The financial analysis of the companies in which it invests takes into account environmental, social and governance factors.
In the long run, the sub-consultant strives to invest in high quality firms with good return on capital, strong balance sheets and long-term competitive advantages displayed by competent management teams.