Award-winning ETFs
On November 6, 2024, at the LSEG Lipper Awards ceremony, two Desjardins ETFs earned no less than four awards. These two responsible investment (RI) solutions stood out in categories open to all funds for consistency of risk-adjusted returns. 1
Canadian Equity
Trophy
Certificate
3 years
5 years
Desjardins RI Emerging Markets Multifactor - Net-Zero Emissions Pathway ETF (DRFE)
Recognized for the 3rd year in a row!
Emerging Markets Equity
Trophy
Certificate
3 years
5 years
At the February 1st 2024 edition of the FundGrade A+® Awards ceremony, Desjardins was recognized for its products, which posted the best risk-adjusted returns 2 and maintained a high FundGrade scores throughout the 2023 calendar year.
Canadian Equity
1/31/2019
360
Emerging Markets Equity
1/31/2020
146
2 guaranteed investment funds (GIFs) offered by Desjardins Financial Security Life Assurance Company were also awarded the Fundata FundGrade A+® rating. Visit webi.ca for more information.
*The Canadian Investment Funds Standards Committee (CIFSC) is a Canadian independent organization that defines the categories of funds.
**The end date for the FundGrade calculation is December 31, 2023 for the period from January 1, 2023 to December 31, 2023.
Log in to view our list of awards and honours.
About the LSEG Lipper Fund Awards
The annual LSEG Lipper Fund Awards recognize funds and fund companies that have demonstrated solid and consistent risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are awarded on the basis of the Lipper Leader for Consistent
Return rankings, using a measure of risk-adjusted returns over 36-, 60- and 120-month periods. The fund with the highest rank (effective return) in each eligible category wins the LSEG Lipper Fund Award. For more information, visit www.lipperfundawards.com. LSEG Lipper makes every reasonable effort to ensure the accuracy and reliability of the data presented, but LSEG Lipper does not guarantee the
accuracy of this data. LSEG Lipper Fund Awards, © 2024 LSEG. All rights reserved. Used under licence.
Data from the TMX Lipper Awards are aggregated until the end of July of each given year and the results are published in November of that year.
The performance of the Desjardins RI Emerging Markets Multifactor - Net-Zero Emissions Pathway ETF (formerly Desjardins RI Emerging Markets Multifactor – Low CO2 ETF) for the period ending October 31, 2024, is as follows: 28.67% (1 year), 7.88% (3
years), 7.72% (5 years), N/A (10 years), 5.63% (since its creation on March 7, 2019). The Lipper Leader for Consistent Return ETF ratings for the same period are: N/A (1 year), 5 (3 years), 4 (5 years), N/A (10 years). The Lipper Leader for Consistent
Return ETF ratings for the period ending July 31, 2024, are: N/A (1 year), 5 (3 years), 4 (5 years), N/A (10 years). The ETF has distinguished itself by earning a digital trophy in the Emerging Markets Equity category for the 3-year period among a field
of 14 ETFs as well as a certificate in the Emerging Markets Equity category for the 5-year period among a field of 11 ETFs.
The performance of the Desjardins RI Canada Multifactor - Net-Zero Emissions Pathway ETF (formerly Desjardins RI Canada Multifactor – Low CO2 ETF) for the period ending October 31, 2024, is as follows: 34.67% (1 year), 12.95% (3 years), 12.57% (5 years),
N/A (10 years), 10.41% (since its creation on September 27, 2018). The Lipper Leader for Consistent Return ETF ratings for the same period are: N/A (1 year), 5 (3 years), 5 (5 years), N/A (10 years). The Lipper Leader for Consistent Return ETF ratings
for the period ending July 31, 2024, are: N/A (1 year), 5 (3 years), 4 (5 years), N/A (10 years). This ETF's performance earned it a digital trophy in the Canadian Equity category for the 3-year period among a field of 46 ETFs and a certificate in the
Canadian Equity category for the 5-year period among a field of 34 ETFs.
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. 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 weighted equally in calculating a monthly FundGrade. 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-style
calculation, where each monthly FundGrade 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. For more information,
see 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 Floating Rate Income Fund received the A+ Grade in the Multi-Sector Fixed Income, out of a total of 139 funds competing in this category as defined by the Canadian Investment Funds Standards Committee (CIFSC), a Canadian independent
organisation from Fundata. The DFS GIF - International Equity – MFS received the A+ Grade in the International Equity category, out of a total of 318 funds competing in this category as defined by the CIFSC. The DFS GIF – Maximum Growth received the A+
Grade in the Global Equity Balanced category, out of a total of 797 funds competing in this category as defined by the CIFSC. The Desjardins RI Canada Multifactor – Net-Zero Emissions Pathway ETF (DRFC) received the A+ Grade in the Canadian Equity
category, out of a total of 360 funds competing in this category as defined by the CIFSC. The Desjardins RI Emerging Markets Multifactor – Net-Zero Emissions Pathway ETF (DRFE) received the A+ Grade in the Emerging Markets Equity category, out of a total
of 146 funds competing in this category as defined by the CIFSC. This grade is attributed for the period from January 1, 2023 to December 31, 2023.
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 indicated rates of return are the historical annual compounded total returns, including changes in unit value and reinvestment of all distributions and do not consider sales, redemption,
distribution or other optional charges, or income taxes payable by any security holder, that would have reduced returns. The Desjardins Funds are offered by registered dealers.
Desjardins Exchange Traded Funds (ETF) are not guaranteed, their value fluctuates frequently, and their past performance is not indicative of their future returns. Commissions, management fees and expenses may all be associated with mutual fund
investments. The indicated rates of return are the historical annual compounded total returns, including changes in securities value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or
income taxes payable by any securityholder that would have reduced returns. Please read the prospectus before investing. The Desjardins ETF are offered by registered dealers.
DFS Guaranteed Investment Funds are established by Desjardins Financial Security Life Assurance Company. Helios and DFS Guaranteed Investment Funds are registered trademarks of Desjardins Financial Security Life Assurance Company. DESJARDINS INSURANCE
refers to Desjardins Financial Security Life Assurance Company. DESJARDINS, DESJARDINS INSURANCE and related trademarks are trademarks of the Fédération des caisses Desjardins du Québec used under license.
Desjardins®, all trademarks containing the word Desjardins, as well as related logos are trademarks of the Fédération des caisses Desjardins du Québec,used under licence.