Aim for recovery

Stress-tested and positioned for recovery

Three Desjardins Funds that have performed well over the last few years and offer good return potential

Regardless of which way the markets go, you want investment solutions that can handle the pressure and potentially perform well for the growth portion of your portfolios.

Enter the Desjardins Overseas Equity Growth Fund, the Desjardins American Equity Growth Fund and the Desjardins SocieTerra Positive Change Fund. These funds have performed well since inception, even through the volatility caused by the COVID-19 crisis.

The Benefit of Active Portfolio Management

Thanks to the active strategies developed and implemented by two experienced portfolio managers, these three funds have consistently outperformed their benchmarks and peers in their categories.

Baillie Gifford, portfolio manager for the Desjardins Overseas Equity Growth Fund and the Desjardins SocieTerra Positive Change Fund, is a high-conviction manager seeking to tap into the growth potential that can be spurred by innovation in the EAFE (Europe / Australasia / Far East) region and by important trends in the global economy.

Wellington Management, who manages the Desjardins American Equity Growth Fund, leverages its team’s expertise and experience to identify promising U.S. companies in expansion and capitalize on their growth potential.

Performance Data1

Desjardins Overseas Equity Growth Fund
Morningstar Overall Rating 1 yr 3 yr 5 yr Since Inception Inception Date
F-Class

5 stars

36.70% 14.46% 12.24% 13.17% 2013-11-22
MSCI EAFE NR CAD -0.64% 0.40% 2.87% 5.79%
% rank 1 1 1 1
# of funds in category 712 561 362 291
Desjardins American Equity Growth Fund
Morningstar Overall Rating 1 yr 3 yr 5 yr Since Inception Inception Date
F-Class

5 stars

26.44% 19.64% 17.08% 18.98% 2013-11-22
MSCI USA Growth GR CAD 30.88% 17.98% 16.26% 19.19%
% rank 6 2 3 4
# of funds in category 1611 1357 857 651
Desjardins SocieTerra Positive Change Fund
Morningstar Overall Rating 1 yr 3 yr 5 yr Since Inception Inception Date
F-Class New 49.83% - - 20.33% 2018-09-05
MSCI ACWI NR CAD 7.79% - - 3.98%
% rank 1 - - 2
# of funds in category 2104 - - 1947

Webcast Series

Watch the three-webcast series (available on-demand only) to hear the portfolio managers’ insights on these three stress-tested and ready for recovery funds:

© 2020 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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 of May 31, 2020 including changes in securities value and reinvestment of all distributions and do not consider sales, redemption, distribution or other 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.

  1. Annualized performance as at May 31, 2020