Awards & Honours

Lipper Fund Award 2019

Solid, consistent, credible

Desjardins Funds and ETFs regularly receive honours from national mutual fund rating entities.

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

Prix
Fonds récompensé
Catégorie de Fonds
Distinction
Terme

Logo Refinitiv Lipper Fund Awards 20201

Canadian Short Term Fixed Income

Best ETF

3 years

Logo Refinitiv Lipper Fund Awards 20201

International Equity

Best Fund

Best Fund

Best Fund

3 years

5 years

10 years

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  1. The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60- and 120-month periods. The highest 20% of funds in each classification are named Lipper Leaders for Consistent Return and receive a rating of 5; the next 20% receive a rating of 4; the middle 20% are rated 3; the next 20% are rated 2; and the lowest 20% are rated 1. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. Lipper Leader ratings are subject to change every month. For more information, see www.lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper. Refinitiv Lipper Fund Awards, ©2020 Refinitiv. All rights reserved. Used under license.

    Data for the Refinitiv Lipper Fund Awards is aggregated until the end of July of any given year and results are published in November of that year. The returns posted by the Desjardins Overseas Equity Growth Fund (A-Class units) for the period ended October 31, 2020 are as follows: 60.01% (1 year), 18.59% (3 years), 17.14% (5 years), 12.80% (10 years), 13.66% (since its inception on March 23, 2010). The corresponding Lipper Leader for Consistent Return ratings of the fund for that same period are as follows: N/A (1 year), 5 (3 years), 5 (5 years) and 5 (10 years). The Lipper Leader for Consistent Return ratings of the fund for the period ended July 31, 2020 are as follows: N/A (1 year), 5 (3 years), 5 (5 years) and 5 (10 years). The Fund stands out in the International Equity Fund category for the 3-year, 5-year and 10-year periods out of a total of 66, 60 and 50 funds respectively. The returns posted by the Desjardins 1-5 year Laddered Canadian Corporate Bond Index ETF for the period ended October 31, 2020 are as follows: 5.37% (1 year), 3.63% (3 years), N/A (5 years), N/A (10 years), 3.00% (since its inception on April 03, 2017). The corresponding Lipper Leader for Consistent Return ratings of the ETF for that same period are as follows: N/A (1 year), 5 (3 years), N/A (5 years) and N/A (10 years). The Lipper Leader for Consistent Return ratings of the ETF for the period ended July 31, 2020 are as follows: N/A (1 year), 5 (3 years), N/A (5 years) and N/A (10 years). The Desjardins ETF stands out in the Canadian Short-Term Fixed Income ETF category for the 3-year period out of a total of 26 ETFs.

    The 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. The Desjardins Funds are offered by registered dealers.

    The Desjardins Exchange Traded Funds (ETFs) are not guaranteed, their value fluctuates frequently, and their past performance is not indicative of their future returns. Commissions, management fees and expenses all may be associated with an investment in exchange traded funds. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns, including changes in security 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 Global Asset Management Inc. is the manager and portfolio manager of the Desjardins ETFs. The Desjardins ETFs are offered by registered dealers.