Awards & Honours

Proud winners at the 2025 LSEG Lipper Fund Awards

Proud winners at the 2025
LSEG Lipper Fund Awards

Your clients deserve award-winning products

At the LSEG Lipper Fund Awards ceremony on November 5, 2025, two Desjardins responsible investment (RI) ETF solutions stood out in categories open to all types of funds for consistency of risk-adjusted returns. 1

Logo LSEG Lipper Fund Awards 2025

Winning fund
Fund category
Award
Return period
calculation

Canadian Equity

Certificate

5 years

Emerging Markets Equity

Certificate

5 years


Other awards 2025

At the February 6, 2025 FundGrade A+® awards ceremony, Desjardins was recognized for its products, which posted the best risk-adjusted returns 2 and maintained a high FundGrade ratings throughout the 2024 calendar year.



Winning fund
CIFSC Category *
FundGrade Start Date **
Fund Count

Multi-Sector Fixed Income

01/01/2024

51


6 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 fund categories.

** The end date for the FundGrade calculation is December 31, 2024 for the period from January 1, 2024 to December 31, 2024.



 

 

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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 handed out based on the Lipper Leader for Consistent Return rankings, using a measure of risk-adjusted returns over 36, 60 and 120months. 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, ©2025 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 for the period ending October31,2025, is as follows: 22.19% (1year), 22.32% (3years), 12.70% (5years), N/A (10years), 8.13% (since its inception on March7,2019). The Lipper Leader for Consistent Return ETF ratings for the same period are: N/A (1year), 5(3years), 5 (5years), N/A (10years).The Lipper Leader for Consistent Return ETF rating for the period ending July31,2025, is 5. The ETF was honoured with a certificate in the Emerging Markets Equity ETF category category for five years, out of a classification total of 10 ETFs.

The performance of the Desjardins Desjardins RI Canada Multifactor - Net-Zero Emissions Pathway ETF for the period ending October31, 2025, is as follows: 31.52 %(1year), 22.81 %(3years), 21.84 %(5years), N/A (10years), 13.07 % (since its inception on September27,2018). The Lipper Leader for Consistent Return ETF ratings for the same period are N/A (1year), 5(3years), 5 (5years), N/A (10years).The Lipper Leader for Consistent Return ETF ratings for the period ending July31,2025, is: 5. The ETF was honoured with a certificate in the Canadian Equity ETF category for five years, out of a classification total of 39ETFs.

The rating FundGrade A+® is used with permission from Fundata CanadaInc. All rights reserved. Fundata is a leading provider of stock market and investment fund data to the Canadian financial services industry and business media. The FundGrade A+® rating identifies funds that have consistently demonstrated the best risk-adjusted returns over a full 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, Sortino and information ratios. The score for each ratio is calculated individually, covering each time period from two to tenyears. The scores are then weighted equally by calculating a monthly FundGrade. The FundGrades are divided into 5levels, from “A” (outperforming) to “E” (underperforming). The top 10% of funds earn an AGrade; the next 20% of funds earn a BGrade; the middle 40%, a CGrade; the next 20%, a DGrade; and the bottom 10%, an EGrade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® rating is based on a GPA (grade point average)-style calculation. Monthly FundGrade ratings of “A” to “E” are assigned values of 4 to 0. A fund’s average score determines its GPA. Any fund with a GPA of 3.5 or greater is rated A+. For more information, please visit www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, it makes no guarantees as to the accuracy of such data.
The Desjardins RI Canada Multifactor - Net-Zero Emissions Pathway ETF, previously called the Desjardins RI Canada Multifactor – Low CO2 ETF, received an A+ rating in the Canadian Equity category, which included 158funds. The Desjardins RI Emerging Markets Multifactor – Net-Zero Emissions Pathway ETF, previously called the Desjardins RI Emerging Markets Multifactor – Low CO2 ETF, received an A+ rating in the Emerging Markets Equity category, which included 74funds. The Desjardins Floating Rate Income Fund earned an A+ rating in the Multi-Sector Fixed Income category, which included 51 funds. The DFS GIF – Maximum Growth earned an A+ in the Global Equity Balanced category, which included 170 funds. The DFS GIF – Canadian Balanced – Fiera Capital earned an A+ in the Canadian Equity Balanced category, which included 81 funds. The DFS GIF – Canadian Balanced – CI earned an A+ in the Canadian Neutral Balanced category, which included 102 funds. The DFS GIF – Canadian Income and Growth – CI earned an A+ in the Global Neutral Balanced category, which included 152 funds. The DFS GIF – U.S. Monthly Income – Fidelity earned an A+ in the Global Neutral Balanced category, which included 152 funds. Finally, the DFS GIF – International Equity – MFS earned an A+ in the International Equity category, which included 48 funds. These ratings are for the period from January1, 2024, to December31, 2024, and all categories are defined by the Canadian Investment Funds Standards Committee (CIFSC), an independent Canadian organization.
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. Desjardins Funds are offered by registered dealers.
DFSGuarant eed Investment Funds are established by Desjardins Financial Security Life Assurance Company. Helios and DFSGuaranteed 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 licence.
Desjardins exchange-traded funds are not guaranteed, their value fluctuates frequently and their past performance is not indicative of their future returns. Commissions, management fees and other fees may be associated with exchange-traded fund investments. Please read the prospectus before investing. Desjardins Investments Inc. is the manager of Desjardins Exchange Traded Funds. Desjardins exchange-traded funds are offered by registered dealers.
Desjardins®, trademarks containing the word Desjardins, as well as related logos are trademarks of the Fédération des caisses Desjardins du Québec, used under licence.
Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company.

Desjardins Funds and Desjardins Exchange Traded 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. Desjardins Global Asset ManagementInc. is the portfolio manager of Desjardins Exchange Traded Funds. Desjardins Funds and Desjardins Exchange Traded Funds are offered by registered dealers.

Desjardins®, trademarks containing the word Desjardins, and their related logos, as well as the Desjardins Sustainable® brand, are trademarks of the Fédération des caisses Desjardins du Québec, used under licence.