Key stats
About DESJARDINS CDN PFD SH INDEX ETF UNITS
Expense ratio
0.61%
Home page
Inception date
Apr 3, 2017
The fund provides exposure to an index of rate-reset preferred shares issued in Canada. Eligible securities must be denominated in CAD, have an effective time to maturity of 6 years, and have an adjustable dividend rate. Constituents are market-cap weighted with individual capping at 10%. The fund is designed for investors who are seeking steady and attractive income from a diversified portfolio delivering efficient exposure to the potential of rate-reset preferred shares in Canada. The index is rebalanced on a quarterly basis.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Industrial Services
Utilities
Stocks97.94%
Finance54.87%
Industrial Services21.57%
Utilities12.46%
Communications5.59%
Energy Minerals2.43%
Miscellaneous1.02%
Bonds, Cash & Other2.06%
Cash2.06%
Top 10 holdings
Dividends
Dividend payout history