A similar strategy is also available through the Desjardins SocieTerra American Equity ETF, an ETF vehicle.
Legal and Financial Publications
The FundGrade A+® rating is used with permission from Fundata Canada Inc., all rights reserved. Fundata is a leading provider of market and investment funds data to the Canadian financial services industry and business media.
The Fund-Grade A+® rating identifies funds that have consistently demonstrated the best risk-adjusted returns throughout an entire calendar year. For more information on the rating system, please visit www.fundata.com/ProductsServices/FundGrade.aspx.
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The FundGrade A+® Awards are presented annually by Fundata Canada Inc. to Canadian investment funds that achieve consistently high FundGrade scores through an entire calendar year. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then equally weighted in calculating a monthly FundGrade rating. The FundGrade ratings are divided between five tranches from “A Grade” (superior performance) to “E Grade” (lower performance). The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA (Grade Point Average)-style calculation, where each monthly FundGrade rating from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. The FundGrade grades are subject to change each month. For more information, please see the web site www.fundgradeawards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.
The Desjardins SocieTerra American Equity Fund (A-Class Units) received the A+ Grade in the U.S. Equity category, out of a total of 836 funds competing in this category as defined by the Canadian Investment Funds Standards Committee (CIFSC), a Canadian independent organisation from Fundata.
Carbon intensity measures the quantity of greenhouse gases (GHG) emitted by an organization in relation to its revenue (tons of CO2 equivalent/revenue). The GHG emissions considered are the organization’s direct emissions (scope 1), that is, those under
its control (for example, emissions resulting from its industrial processes). Indirect GHG emissions resulting from the production and distribution of electricity, heat and steam (scope 2) are also taken into consideration. Carbon intensity can be used
to evaluate organizations that stand out from their peers in terms of GHG emissions in their internal activities.
Estimated carbon intensity on December 31, 2022, of organizations that the Desjardins SocieTerra American Equity Fund invests in compared to companies in the benchmark, the S&P Composite 1500 Index.
A benchmark index is an indicator that measures the changes in a set of securities from issuers with shared characteristics. The index can assess the performance of a specific market and serves as a comparison with the changes in the performance of an investment fund.
Source: Results as at December 31, 2022, calculated using data from MSCI ESG ©2023 MSCI ESG Research LLC. Reproduced by permission; no further distribution. This report contains certain information (the “Information”) sourced from MSCI ESG Research LLC, or its affiliates or information providers (the “ESG Parties”). The Information may only be used for your individual use as an investor, may not be reproduced or re disseminated in any form and may not be used as a basis for or a component of any financial instruments or products or indices. Although they obtain information from sources they consider reliable, none of the ESG Parties warrants or guarantees the originality, accuracy and/or completeness, of any data herein and they expressly disclaim all express or implied warranties, including those of merchantability and fitness for a particular purpose. None of the information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the ESG Parties shall have any liability for any errors or omissions in connection with any data herein, or any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages.
The chart showing the growth of $10 000 invested in the indicated class-units of the cited Desjardins Fund is used only to illustrate the effects of the compound growth rate and is not intended to reflect or to present future values of the investment fund or returns on investment in the investment fund.
As at March 31, 2023
The financial information displayed on this website are provided by Fundata Canada Inc. The contents are provided for informational purposes only. No representations or warranties, express or implied, are made by Fundata or Desjardins in connection with the exactitude, quality or completeness of such information and data. This web page and the widgets displayed on this website were developed by, Fundata Canada Inc. © Fundata Canada Inc. All Rights Reserved. www.fundata.com - External link. This link will open in a new window.
Prices do not include distributions
Should these differ from official prices, the latter will prevail.
Desjardins Funds investment instructions received before 4:00 p.m. (Eastern Time Zone), on a day the Toronto Stock Exchange is open for business (“valuation date”), are carried out at the price in effect on that day. Instructions received after 4:00 PM (Eastern Time Zone), will be processed at the next valuation date's price.
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.