Zenitude Secure Guaranteed Portfolio - Income

Optimized diversification and steady income

  • Capital 100% guaranteed at maturity
  • Steady, predictable monthly income to finance a project or your retirement
  • Higher return for investments of $250,000 or more
  • Industry and geographic diversification
  • Minimum investment: $25,000

As its name suggests, the Zenitude Secure Guaranteed Portfolio – Income gives you peace of mind knowing that your capital is 100% guaranteed1.

This portfolio is right for you if you need to finance a project or supplement your retirement income with a monthly withdrawal (totalling 4% of your yearly contribution) from an investment that continues to grow.

For more details about the investment's features, see the fact sheet:

The reference basket comprises 20 worldwide companies representing a variety of economic sectors. Each company has the same weight in the basket.

Geographic Allocation - Canada 30.00%, United-States 30.00%, Great Britain 10.00%, Australia 5.00%, France 5.00%, Germany 5.00%, Japan 5.00%, Sweden 5.00%, Switzerland 5.00%.

Note: The caisse makes no claim about future movements in the price of the stocks.

Zenitude Secure Guaranteed Portfolio - Income
Term Investment Amount Fact Sheet Investment Agreement
5 years $25,000 to $249,999 Fact Sheet - Zenitude Secure - Income (PDF, 138 KB) Investment Agreement - Zenitude Secure - Income (PDF, 76 KB)
$250,000 or more Fact Sheet - Zenitude Secure - Income (PDF, 138 KB) Investment Agreement - Zenitude Secure - Income (PDF, 76 KB)

1. Variable return may be nil at maturity. However, your capital and annual guaranteed return are guaranteed at maturity.

2. The potential annual maximum rate of return varies based on the amount invested.

Information on MLGI rates of return is provided for your information only. This information will vary and may be subject to change at any time without notice. Desjardins cannot guarantee the accuracy of this information. Before investing, you should read the investment agreement, which can be found at www.desjardins.com/mlgi. In the event of a discrepancy between this site and the investment agreement, the investment agreement will prevail.