A leader in responsible investing
Choose SocieTerra: a cutting-edge line of responsible investment funds and portfolios
Desjardins is adding three new Funds to its SocieTerra lineup on September 5, 2018. Lead the way by suggesting these products to your clients starting today!
Desjardins SocieTerra Positive Change Fund
Desjardins SocieTerra Emerging Markets Equity Fund
Desjardins SocieTerra International Equity Fund
Responsible investment is traditional investing with a tweak. On top of looking at the issuing companies’ financial performance, it also looks at extra-financial factors that are more likely to offer sustainable growth.
SocieTerra Portfolios and Funds stand out for the range of extra-financial strategies their managers use.
We don’t invest in tobacco, weapons, nuclear energy.
Thematic investing – In high demand
We select top companies in sectors that are directly related to an ESG theme (available for certain SocieTerra products).
For example, the Desjardins SocieTerra Cleantech Fund invests in companies whose core business is to come up with specific solutions to the biggest environmental issues facing our planet.
Best in class
We choose companies that demonstrate best ESG practices in their sector.
Shareholder engagement – Making change happen
We engage with companies to improve their ESG performance.
Exercising voting rights, shareholder dialogue, shareholder proposals
Which responsible investing strategies are used by each SocieTerra Fund?
|Funds type||Exclusion filters||Thematic investing||Best in class||Shareholder engagement|
|Desjardins SocieTerra Positive Change Fund New!||contains||contains||contains||contains|
|Desjardins SocieTerra Emerging Markets Equity Fund New, and a first in Canada!||contains||contains||contains|
|Desjardins SocieTerra International Equity Fund New!||contains||contains||contains|
|Desjardins SocieTerra Canadian Bond Fund||contains||contains||contains|
|Desjardins SocieTerra Environmental Bond Fund The first in Canada!||contains||contains||contains||contains|
|Desjardins SocieTerra Canadian Equity Fund||contains||contains||contains|
|Desjardins SocieTerra American Equity Fund||contains||contains||contains|
|Desjardins SocieTerra Environment Fund||contains||contains||contains||contains|
|Desjardins SocieTerra Cleantech Fund The first in Canada!||contains||contains||contains||contains|
Trend and tangible results
Environmental bonds: A booming market
- Issued in 2013: US$11B
- Issued in 2017: US$156B*
Climate Bonds Initiative, Green Bonds Highlights, 2017 [ retour ]
Results as at December 31, 2016, calculated using data from Trucost, an independent environmental data firm. Comparison between the environmental impact of companies with securities held in the Desjardins SocieTerra Environment Fund and the impact of companies included in its reference index as at December 31, 2016. Trucost takes into account greenhouse gas emissions, water consumption, waste management, natural resource dependency, and air, land and water pollution. [ retour ]
Impax, Desjardins SocieTerra CleanTech Fund Environmental impact report. Data is representative of the portfolio holdings and AUM of this fund as at December 31, 2016. [ retour ]
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.