Desjardins Funds

Comprehensive family of funds*

  • Initial investment of $1,000
  • Eligible for registered plans (RRSP, TFSA, etc.)
  • Protection against inflation
  • Geographic allocation that maximizes opportunities
  • World renowned portfolio managers

Formerly Desjardins Completion Investments Fund

  • Transparent stock selection process
  • Distinct, innovative approach to the index
  • Portfolio managers who are pioneers in strategic beta management of bonds
  • Growing new global market offering highly transparent standards
  • Bonds having the same financial attributes as traditional bonds
  • Portfolio managers are a reference for this new, growing market segment
  • Targets attractive income at a lower risk rate
  • Rigorous approach to credit risk
  • High quality bonds from around the world
  • Tactical allocation takes advantage of opportunities regardless of where they are
  • Minimize interest rate hike impact
  • World renowned fixed income portfolio managers
  • Generates high income
  • High yield, investment grade corporate bonds from emerging markets
  • Portfolio managers renowned for their solid experience
  • Tax efficient high current income
  • Stock selection that favours quality securities
  • Active sectorial selection
  • Potential of superior returns to that of developed countries
  • Approach favouring high credit quality
  • Portfolio managers recognized for expertise in emerging markets investment
  • Tactical asset allocation management
  • Tactical currency management
  • Selection of Canadian bonds and global equity

  • Canadian balanced fund with distinct sectorial distribution
  • Pontential of benefiting from the growth of recognized Quebec companies
  • Award winning funds

  • Market views with tactical allocation management
  • Thematic portion actively exploited for capital growth
  • Highly diversified source of income

  • Disbursement of high dividend income
  • Selection of Canadian bonds and global equity
  • Combination of expertise from two portfolio managers

  • Companies paying growing dividends
  • Sectorial diversification through foreign investments
  • Portfolio managers known for their solid experience
  • Tax efficient, high current income
  • Diversity of income sources
  • Portfolio managers with strong convictions
  • Transparent stock selection process
  • Stock selection offering high current income
  • Experienced strategic beta portfolio managers
  • Transparent stock selection process
  • Stock selection offering high current income
  • Portfolio managers known in the industry for strategic beta portfolio management
  • A two-in-one portfolio management strategy
  • Dynamic management of securities of Canadian companies
  • 100% Canadian equity
  • Selection of quality Canadian securities offered at low cost
  • Expertise of experienced portfolio managers
  • 100% Canadian equity
  • Investment in quality Canadian companies having strong potential
  • Expertise of experienced portfolio managers
  • 100% Canadian equity
  • Securities offering additional diversification to traditional Canadian investments
  • Securities offering higher growth potential than that of large cap Canadian securities
  • Experienced portfolio managers with strong convictions
  • Selection of stocks from U.S. companies that are leaders in their respective sectors
  • Growth supported by dividend payments
  • Portfolio managers with strong convictions
  • Selection of companies that benefit from significant competitive advantages
  • Participation in the growth of the world's largest economy
  • Stock allocation concentrated in sectors with high growth potential
  • Focus on currency fluctuation protection
  • Participation in the growth of the world’s largest economy
  • Selection of growth companies
  • Approach that integrates ESG criteria
  • Proven, reliable, strong and constant investment process
  • Portfolio that reflects the portfolio managers' strong convictions
  • Transparent stock selection process
  • Stock selection focused on reducing volatility
  • Experienced portfolio managers who combine both qualitative and quantitative analyses
  • Selection of stock from international companies that are leaders in their respective sectors
  • Rigorous stock selection process
  • Possibility of investing in emerging markets
  • Stock selection from international companies with a strong commercial image
  • Diversification based on four types of growth
  • Stock allocation concentrated on sectors offering high growth potential
  • Stock selection process focused on efficient cash flow allocation
  • Corporations paying attractive dividends
  • Complete geographic and sectorial diversification
  • Selection of global corporations that are leaders in their respective fields
  • Rigorous stock selection process
  • Possibility of investing in emerging markets

Formerly Desjardins Global All Cap Equity Fund

  • Selection of stocks posting the highest current yields
  • Concentration risk reduced by equally weigthing the securities
  • Sectorial distribution enhanced by the geographic distribution
  • Stock selection from international companies with a strong commercial image
  • Diversification based on four types of growth
  • Portfolio managers with strong convictions
  • Selection of companies whose activities have a lower environmental impact than comparable companies
  • Rigorous stock selection process
  • Expertise of a leading responsible investment manager

Formerly Desjardins Environment Fund

  • Securities offering higher growth potential than those of global large cap corporations
  • Complete geographic and sectorial diversification
  • Experienced portfolio managers with strong convictions
  • Companies that benefit from global challenges
  • Positive Impacts for the environment
  • Portfolio managers recognized in their domain
  • Transparent stock selection process
  • Stock selection focused on reducing volatility
  • Portfolio managers with solid risk management experience
  • Stock selection that favours large corporations
  • Rigorous and conservative investment approach
  • Portfolio managers with solid emerging markets experience
  • Stock selection from all market capitalization segments
  • Possibility of investing in frontier markets
  • Portfolio managers recognized for their expertise

Corporate Class Funds*

  • Legal structure driving tax efficiency
  • Dividend income and capital gains, taxed at lower rates
  • For non-registered accounts only
  • Companies paying growing dividends
  • Sectorial diversification through foreign investments
  • Portfolio managers known for their solid experience
  • Tax efficiency
  • Tax efficient, high current income
  • Diversity of income sources
  • Portfolio managers with strong convictions
  • Tax efficiency
  • Transparent stock selection process
  • Stock selection offering high current income
  • Experienced strategic beta portfolio managers
  • Tax efficiency
  • Transparent stock selection process
  • Stock selection offering high current income
  • Portfolio managers known in the industry for strategic beta portfolio management
  • Tax efficiency
  • Selection of quality Canadian securities offered at low cost
  • Expertise of experienced portfolio managers
  • 100% Canadian equity
  • Tax efficiency
  • Investment in quality Canadian companies having strong potential
  • Expertise of experienced portfolio managers
  • 100% Canadian equity
  • Tax efficiency
  • Selection of companies that benefit from significant competitive advantages
  • Participation in the growth of the world's largest economy
  • Stock allocation concentrated in sectors with high growth potential
  • Tax efficiency
  • Focus on currency fluctuation protection
  • Participation in the growth of the world’s largest economy
  • Selection of growth companies
  • Tax efficiency
  • Stock selection from international companies with a strong commercial image
  • Diversification based on four types of growth
  • Stock allocation concentrated on sectors offering high growth potential
  • Tax efficiency
  • Stock selection from international companies with a strong commercial image
  • Diversification based on four types of growth
  • Portfolio managers with strong convictions
  • Tax efficiency
  • Securities offering higher growth potential than those of global large cap corporations
  • Complete geographic and sectorial diversification
  • Experienced portfolio managers with strong convictions
  • Tax efficiency
  • Stock selection from all market capitalization segments
  • Possibility of investing in frontier markets
  • Portfolio managers recognized for their expertise
  • Tax efficiency

* 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.

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.

  1. In March’s Budget 2016, the Government of Canada announced new measures targeting Corporate Class investment funds. Starting January 1, 2017, an exchange of shares between two Corporate Class funds will be considered for tax purposes to be a disposition at fair market value and could give rise to a capital gain or loss. In general, the measure will not apply to reclassifications between different series of shares within the same Corporate Class fund.