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A step closer to clean energy Choose the SocieTerra lineup
Contact meComplete your clients’ portfolio with funds that stand out.
When developing Desjardins SocieTerra Funds, the selected companies are subject to a rigorous review of their ESG (environmental, social and governance) practices and an in-depth financial analysis. In addition, producers and specialized transporters of fossil fuels, and companies in the civilian firearms1, nuclear energy and tobacco industries are excluded from the outset. Learn more.
Provides a regular stream of income as well as greater security of capital. The portfolio manager applies ESG criteria to select portfolio holdings.
Learn more - Desjardins SocieTerra Short-Term Income FundProvides high income return, and to a lesser degree, long-term capital appreciation. The portfolio manager seeks to provide access to high-quality Canadian companies that can generate substantial and stable cash flows, enabling them to maintain a high dividend payout policy.
Learn more - Desjardins SocieTerra Canadian Equity Income FundTo invest in a global dividend strategy that aims to provide a 15% dividend income premium to the benchmark, at a minimum. In order to do this, the portfolio manager seeks to invest in companies that benefit from five key megatrends that are expected to play a significant role in shaping our futures.
Learn more - Desjardins SocieTerra Global Dividend FundTo invest in a balanced strategy that capitalizes on the transition to a sustainable world.
The fund invests in the Desjardins SocieTerra Environmental Bond Fund, the Desjardins SocieTerra Positive Change Fund and the Desjardins SocieTerra Global Opportunities Fund, managed by Mirova, Baillie Gifford and Impax Asset Management, respectively.
Learn more - Desjardins SocieTerra Global Balanced FundTo invest in emerging international companies with the potential to grow sustainably.
Portfolio manager Baillie Gifford employs a bottom-up approach to stock selection, assessing a company’s ability to deliver sustainable growth over the long term and incorporating ESG factors in its selection criteria.
Learn more - Desjardins SocieTerra International Small Cap Equity FundTo invest in emerging US companies with some of the best ESG practices.
The fund aims to provide long-term capital appreciation by investing in securities of smaller-sized companies offering higher growth potential than that of large cap American securities, while applying ESG criteria to portfolio holdings.
Learn more - Desjardins SocieTerra American Small Cap Equity FundTo benefit from strong growth by companies that offer concrete solutions to the environmental problems we face.
Learn more - Desjardins SocieTerra Cleantech FundTo invest in securities of companies in emerging markets or that are very active in these markets and that care about the ESG impacts of their activities.
Learn more - Desjardins SocieTerra Emerging Markets Equity FundTo help finance highly transparent environmental projects.
The fund manager seeks to optimize diversification across credit sectors while favouring investment grade bonds.
Learn more - Desjardins SocieTerra Environmental Bond FundTo benefit from the investment potential of various companies from around the world where women represent at least 30% of the board. This product uses a responsible investment strategy that promotes equitable corporate governance practices.
Learn more - Desjardins SocieTerra Diversity FundTo invest in securities of companies from around the world whose products/services or behaviour are helping to build a more sustainable world for future generations.
Learn more - Desjardins SocieTerra Positive Change FundTo invest in securities of companies outside of Canada and the U.S. using a disciplined approach based on fundamental research and a thorough risk evaluation that integrates responsible investment practices, such as ESG factors.
Learn more - Desjardins SocieTerra International Equity FundTo tap into the potential of companies transitioning toward a sustainable economy in response to factors like resource scarcity, environmental constraints, inadequate infrastructure and demographic shifts.
Learn more - Desjardins SocieTerra Global Opportunities FundTo invest in high-quality debt securities aligned with our ESG priorities.
When the opportunity arises, the fund manager may also invest in green or social-impact bonds. The fund manager places the same emphasis on all three ESG criteria.
Learn more - Desjardins SocieTerra Canadian Bond FundTo benefit from innovative security selection that leverages ESG strategies throughout the investment process. This low turnover fund allows investors to make the most of their influence as shareholders.
The fund manager aims for ESG scores at least 10% higher than the benchmark S&P/TSX index, without compromising return potential.
Learn more - Desjardins SocieTerra Canadian Equity FundTo invest in the world’s largest economy through best in class companies from an ESG perspective. The fund manager places the same emphasis on all three ESG criteria.
Learn more - Desjardins SocieTerra American Equity FundFinancial objectives and sustainable development in a single transaction.
Allocation
For clients who want income and moderate long-term capital appreciation
Learn more - SocieTerra Conservative PortfolioAllocation
For clients who want income and moderate long-term capital appreciation
Learn more - SocieTerra Moderate PortfolioAllocation
For clients who want to strike a balance between long-term capital appreciation and income.
Learn more - SocieTerra Balanced PortfolioAllocation
For clients who want long-term capital appreciation with some income.
Learn more - SocieTerra Growth PortfolioAllocation
For clients who want long-term capital appreciation.
Learn more - SocieTerra Maximum Growth PortfolioAllocation
For clients who want long-term capital appreciation.
Learn more - SocieTerra 100% Equity PortfolioConnect with clients and potential investors more directly with our RI ad mat.
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 of the date of the present document 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.