Awards & Honours

Desjardins Funds recognized once again for their excellent returns in 2018.

And the winners are…

Desjardins Funds regularly receive honours from national investment fund ratings agencies.

These prestigious awards reflect our commitment and pride in offering you quality investments that are rigorously managed by a seasoned team of portfolio managers.

Award
Fund name
Fund category
Distinction
Term

Canadian Neutral Balanced

Best Fund

10 years

International Equity

Best Fund

3 years

Canadian Neutral Balanced

FundGrade A+

 

Global Infrastructure Equity

FundGrade A+

 

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 risk adjusted 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 Québec Balanced Fund (A-Class) won the Lipper Fund Award in the Canadian Neutral Balanced category for the 10-year period ended July 31, 2018, out of a total of 54 funds competing in this category. The returns posted by the Desjardins Quebec Balanced Fund (A-Class) for the period ended September 30, 2018 are as follows: 0.33% (1 year), 4.21% (3 years), 6.89% (5 years), 7.20% (10 years) and 6.70% (since its inception on June 20, 1997).

The Desjardins Overseas Equity Growth Fund (A-Class) won the Lipper Fund Award in the Emerging Markets Equity category for the 10-year period ended July 31, 2018, out of a total of 74 funds competing in this category. The returns posted by the Desjardins Overseas Equity Growth Fund (A-Class) for the period ended September 30, 2018 are as follows: 9.49% (1 year), 14.16% (3 years), 10.92% (5 years), n.a. (10 years) and 2.21% (since its inception on March 23, 2010).

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 organization 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. The indicated rates of return are the historical annual compounded total returns as indicated the date of the present document 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. 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 such as Desjardins Financial Services Firm Inc., a mutual fund dealer belonging to Desjardins Group that distributes the Funds in caisses throughout Québec and Ontario.