SocieTerra Funds and Portfolios

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Desjardins SocieTerra Funds

Complete your clients’ portfolio with funds that stand out.

Exclusions

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.

  • New!

    Desjardins SocieTerra Diversity Fund

    To 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 Fund
  • A first in Canada!

    Desjardins SocieTerra Emerging Markets Equity Fund

    To 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 Fund
  • The first in Canada!

    Desjardins SocieTerra Environmental Bond Fund

    To 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 Fund
  • The first in Canada!

    Desjardins SocieTerra Cleantech Fund

    To benefit from strong growth by companies that offer concrete solutions to the environmental problems we face.

    Learn more - Desjardins SocieTerra Cleantech Fund
  • Desjardins SocieTerra Positive Change Fund

    To 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 Fund
  • Desjardins SocieTerra International Equity Fund

    To 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 Fund
  • Desjardins SocieTerra Environment Fund

    To 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 Environment Fund
  • Desjardins SocieTerra Canadian Bond Fund

    To 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 Fund
  • Desjardins SocieTerra Canadian Equity Fund

    To 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 Fund
  • Desjardins SocieTerra American Equity Fund

    To 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 Fund

SocieTerra Portfolios

Financial objectives and sustainable development in a single transaction.

  • Optimal diversification: asset class, economy sector, region, capitalization
  • Accessible: initial investment starting at $500 and subsequent investments as low as $25
  • A number of income options available

SocieTerra Conservative Portfolio

Allocation

  • 75% Fixed income
  • 25% Growth

For clients who want income and moderate long-term capital appreciation

Learn more - SocieTerra Conservative Portfolio

SocieTerra Moderate Portfolio

Allocation

  • 65% Fixed income
  • 35% Growth

For clients who want income and moderate long-term capital appreciation

Learn more - SocieTerra Moderate Portfolio

SocieTerra Balanced Portfolio

Allocation

  • 50% Fixed income
  • 50% Growth

For clients who want to strike a balance between long-term capital appreciation and income.

Learn more - SocieTerra Balanced Portfolio

SocieTerra Growth Portfolio

Allocation

  • 40% Fixed income
  • 60% Growth

For clients who want long-term capital appreciation with some income.

Learn more - SocieTerra Growth Portfolio

SocieTerra Maximum Growth Portfolio

Allocation

  • 20% Fixed income
  • 80% Growth

For clients who want long-term capital appreciation.

Learn more - SocieTerra Maximum Growth Portfolio

SocieTerra 100% Equity Portfolio

Allocation

  • 100% Growth

For clients who want long-term capital appreciation.

Learn more - SocieTerra 100% Equity Portfolio

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(For advisor use only)

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.

  1. Automatic and semi-automatic weapons designed for civilians.