Step into simplified investing
Wise ETF Portfolios
Wise ETF portfolios offer a turnkey solution to managing your clients’ assets. They help expand your product offering by opening the door to a world of ETFs.
A streamlined, sophisticated investment solution at competitive fees
There are 6 Wise ETF portfolios are composed of index ETFs and strategic beta ETFs. The portfolios are closely monitored.
ETFs based on well-known indices are selected based on Desjardins’ expertise and management fee considerations.
ETFs aimed at improving the risk/return ratio of a passive approach based solely on market capitalization.
Long-term allocations potentially optimized using financial modelling.
An overview of the market to wisely adjust short-term asset allocation with a maximum deviation of 10%.
With tactical management, a dynamic, specialized method can be used to meet your clients’ needs for either stability or growth.
Wise ETF Portfolios are composed of securities of recognized issuers and created based with the same underlying assets, whose weight varies by objective.
100% fixed income
20% growth 80% fixed income
40% growth 60% fixed income
60% growth 40% fixed income
80% growth 20% fixed income
(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.