American Equity Funds
Desjardins RI USA - Low CO2 Index ETF

Important

The management fees for this ETF were reduced from 0.25% to 0.20% on June 1, 2021.

Legal and Financial Publications

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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.

Carbon intensity measures the quantity of greenhouse gases (GHG) emitted by an organization in relation to its revenue (tons of CO2 equivalent/revenue). The GHG emissions considered are the organization’s direct emissions (Scope 1), that is, those under its control (for example, emissions resulting from its industrial processes). Indirect GHG emissions resulting from the production and distribution of electricity, heat and steam (Scope 2) are also taken into consideration. Carbon intensity can be used to evaluate organizations that stand out from their peers in terms of GHG emissions in their internal activities.
Estimated result as at June 30, 2022 of the carbon intensity of the Scientific Beta Desjardins USA RI Low Carbon Index, which the Desjardins RI USA Low CO2 Index ETF seeks to replicate, compared with the Scientific Beta cap-weighted U.S. equity traditional index. The carbon intensity of the indices represents the weighted average carbon intensity of the companies that compose them.
A benchmark index in an indicator that measures the changes in a set of securities issued by emitters with shared characteristics. The index can assess the performance of a specific market and serves as a comparison with the changes in the performance of an investment fund or of another index.
The carbon intensity data displayed on this website are provided by the EDHEC Risk Institute Asia Ltd. ("ERIA"). The contents are provided for informational purposes only. No representations or warranties, express or implied, are made by ERIA or Desjardins in connection with the exactitude, quality or completeness of such information and data. Should these differ from official carbon intensity data, the latter will prevail.

Growth of $10,000 chart invested in the indicated Desjardins ETF, is used only to illustrate the effects of the compound growth rate and is not intended to reflect or to present future values of the investment fund or returns on investment in the investment fund.

As at June 30, 2022

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.

The financial information displayed on this website are provided by Fundata Canada Inc. The contents are provided for informational purposes only. No representations or warranties, express or implied, are made by Fundata or Desjardins in connection with the exactitude, quality or completeness of such information and data. This web page and the widgets displayed on this website were developed by, Fundata Canada Inc. © Fundata Canada Inc. All Rights Reserved. www.fundata.com - External link. This link will open in a new window.