About Desjardins Funds
The Desjardins Funds are managed by Desjardins Investments Inc., one of the leading investment fund manufacturers in Canada with $30 billion in assets under management.1
Desjardins Investments offers a wide range of investment funds and stands out for its innovative investment solutions that meet the varied and changing needs of Canadian investors. Recognized for its rigorous, credible and transparent approach, Desjardins Investments plays a leadership role in supporting and promoting responsible investing in Canada through the SocieTerra family of funds and portfolios.
Globally renowned portfolio managers
Your investments are in good hands.
Hand-picked by Desjardins Global Asset Management (DGAM), the managers of Desjardins Funds enjoy national and international reputations.
From Québec to Scotland to New York, our managers hail from over 20 fund management firms comprising over 400 financial analysts.
Desjardins funds are backed by the strength of a century-old institution: Desjardins Group.
Desjardins Group is the leading cooperative financial group in Canada and the sixth largest cooperative financial group in the world, with assets of close to $272 billion.1 It has been rated one of the Best Employers in Canada by Aon Hewitt. To meet the diverse needs of its members and clients, Desjardins offers a full range of personal and commercial products and services through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked one of the world’s strongest banks by The Banker magazine, Desjardins has one of the highest capital ratios and credit ratings in the industry.
- Moody’s Aa2
- Standard & Poor’s A+
- Dominion Bond Rating Service AA
- Fitch AA-
As at June 30, 2017
Desjardins Funds regularly receive honours from national investment fund ratings agencies. These prestigious awards reflect our commitment and pride in offering you quality investments overseen with rigour and consistency by a seasoned team of portfolio managers.
With Desjardins Funds you can invest with total confidence, freeing you to live life to the fullest knowing your investments are in good hands.
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The FundGrade A+® Awards are presented annually by Fundata Canada Inc. to Canadian investment funds that achieve consistently high FundGrade scores through an entire
calendar year. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe
Ratio, Sortino Ratio and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then equally weighted in calculating a monthly FundGrade rating. The FundGrade ratings are
divided between five tranches from "A Grade" (superior performance) to "E Grade" (lower performance). The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20%
of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA (Grade Point Average)-style calculation,
where each monthly FundGrade rating from "A" to "E" receives a score from 4 to 0, respectively. A fund's average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. The FundGrade grades are
subject to change each month. For more information, please see the web site www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.
The Desjardins Québec Balanced Fund (A-Class) received the A+ Grade in the category of Canadian Neutral Balanced funds, out of a total of 384 funds competing in this category as defined by the Canadian Investment Funds Standards Committee (CIFSC), an independent organisation from Fundata. This grade is attributed for the period from January 1, 2017 to December 31, 2017.
The Desjardins Global Infrastructure Fund (A-Classs) received the A+ Grade in the category of Global Infrastructure Equity funds, out of a total of 38 funds competing in this category as defined by the CIFSC. This grade is attributed for the period from January 1, 2017 to December 31, 2017.
The Desjardins Funds are not guaranteed, their value fluctuates frequently and their past performance is not indicative of their future returns. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The Desjardins Funds are offered by registered dealers.
The annual Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong riskadjusted performance relative to their peers. The Lipper Fund
Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36-, 60- and 120-month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and
receive a score of 5; the next 20% receive a score of 4; the middle 20% are scored 3; the next 20% are scored 2; and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader
ratings change monthly. For more information, see www.lipperfundawards.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.
The Desjardins Quebec Balanced Fund (A-Class) won the Lipper Fund Award in the Canadian Neutral Balanced category for the 10-year period ended July 31, 2017, out of a total of 57 funds competing in this category.The returns posted by the Desjardins Quebec Balanced Fund (A-Class) for the period ended October 31, 2017 are as follows: 7.09% (1 year), 7.09% (3 years), 9.76% (5 years), 6.11% (10 years) and 7.16% (since its inception on June 20, 1997). The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 5 (3 years), 5 (5 years) and 5 (10 years).
The Desjardins Emerging Markets Fund (A-Class) won the Lipper Fund Award in the Emerging Markets Equity category for the 10-year period ended July 31, 2017, out of a total of 19 funds competing in this category. The returns posted by the Desjardins Emerging Markets Fund (A-Class) for the period ended October 31, 2017 are as follows: 9.17% (1 year), 6.73% (3 years), 6.27% (5 years), 5.35% (10 years) and 6.09% (since its inception on January 17, 2007). The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 2 (3 years), 1 (5 years) and 3 (10 years).
The Desjardins Global Infrastructure Fund (A-Classs) won the Lipper Fund Award in the global infrastructure equity category for the 3-year period ended July 31, 2017, out of a total of 11 funds competing in this category. The returns posted by the Desjardins Global Infrastructure Fund (A-Class) for the period ended October 31, 2017 are as follows: 10.39% (1 year), 11.16% (3 years) and 12.69% (since its inception on October 18, 2013). The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 5 (3 years), N/A (5 years), N/A (10 years).