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About Desjardins Funds
Awards & Honours
Desjardins Funds regularly receive honours from national investment fund ratings agencies. These prestigious awards reflect our commitment and pride in offering you quality investments overseen with rigour and consistency by a seasoned team of portfolio managers.
With Desjardins Funds you can invest with total confidence, freeing you to live life to the fullest knowing your investments are in good hands.
2024
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Awarded Funds:
- Desjardins Floating Rate Income Fund
- Desjardins RI Canada Multifactor - Net-Zero Emissions Pathway ETF
- Desjardins RI Emerging Markets Multifactor - Net-Zero Emissions Pathway ETF
Six guaranteed investment funds (GIFs) from Desjardins Financial Securities have received a Fundata FundGrade A+ ® rating. Learn more - about the 6 guaranteed investment funds.
2024
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Previous Years
2023
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Awarded Funds:
- Desjardins Floating Rate Income Fund
- Desjardins RI Canada Multifactor - Net-Zero Emissions Pathway ETF
- Desjardins RI Emerging Markets Multifactor - Net-Zero Emissions Pathway ETF
2 guaranteed investment funds (GIFs) from Desjardins Financial Security have received a Fundata FundGrade A+® rating. Learn more - about the 2 guaranteed investment funds.
2023
2022
Funds recognized:
4 guaranteed investment funds (GIFs) from Desjardins Financial Security have received a Fundata FundGrade A+ ® rating. Learn more - about the 4 guaranteed investment funds.
2022
2021
Funds recognized:
- Desjardins American Equity Growth Fund
- Desjardins Overseas Equity Growth Fund
- Melodia Moderate Growth Portfolio
- Desjardins Global Equity Growth Fund
- Desjardins Sustainable American Equity Fund
- Desjardins Sustainable Cleantech Fund
- Desjardins Sustainable Positive Change Fund
7 guaranteed investment funds (GIFs) from Desjardins Financial Security have received a Fundata FundGrade A+ ® rating. Learn more - about the 7 guaranteed investment funds.
2021
2020
Funds recognized:
- Desjardins Global Tactical Bond Fund
- Melodia Moderate Growth Portfolio
- Desjardins American Equity Growth Fund
- Desjardins Sustainable American Equity Fund
- Desjardins Overseas Equity Growth Fund
- Desjardins Global Equity Growth Fund
- Desjardins Sustainable Cleantech Fund
7 guaranteed investment funds (GIFs) from Desjardins Financial Security have received a Fundata FundGrade A+ ® rating. Learn more - about the 7 guaranteed investment funds.
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The rating FundGrade A+® is used with permission from Fundata Canada Inc. All rights reserved. Fundata is a leading provider of stock market and investment fund data to the Canadian financial services industry and business media. The FundGrade A+® rating identifies funds that have consistently demonstrated the best risk-adjusted returns over a full 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, Sortino and information ratios. The score for each ratio is calculated individually, covering each time period from two to ten years. The scores are then weighted equally by calculating a monthly FundGrade. The FundGrades are divided into 5 levels, from “A” (outperforming) to “E” (underperforming). The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the middle 40%, a C Grade; the next 20%, a D Grade; and the bottom 10%, an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® rating is based on a GPA (grade point average)-style calculation. Monthly FundGrade ratings of “A” to “E” are assigned values of 4 to 0. A fund’s average score determines its GPA. Any fund with a GPA of 3.5 or greater is rated A+. For more information, please visit www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, it makes no guarantees as to the accuracy of such data.
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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 67, 60 and 50 funds respectively.
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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 (F-Class units) for the period ended October 31, 2021, are as follows: 19.21% (1 year), 30.10% (3 years), 22.40% (5 years), N/A (10 years), 16.50% (since its inception on November 25, 2013). The returns posted by the Desjardins Overseas Equity Growth Fund (A-Class units) for the period ended October 31, 2021, are as follows: 17.75% (1 year), 28.54% (3 years), 20.81% (5 years), 15.35% (10 years), 14.01% (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, 2021, 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, 59 and 49 funds respectively. The returns posted by the Desjardins Sustainable Cleantech Fund (F-Class units) for the period ended October 31, 2021, are as follows: 35.73% (1 year), 23.78% (3 years), 16.04% (5 years), N/A (10 years), 16.75% (since its inception on June 14, 2016). 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 N/A (10 years). The Lipper Leader for Consistent Return ratings of the fund for the period ended July 31, 2021, are as follows: N/A (1 year), 5 (3 years), 5 (5 years) and N/A (10 years). The fund stands out in the Global Small/Mid Cap Equity fund category for the 3-year period out of a total of 26 funds.
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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 Sustainable Cleantech Fund (F-Class Units) for the period ended October 31, 2022, are as follows: -20.67% (1 year), 8.08% (3 years), 7.31% (5 years), N/A (10 years), 9.89% (since its inception on June 14, 2016). 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 N/A (10 years). The Lipper Leader for Consistent Return ratings of the fund for the period ended July 31, 2022, are as follows: N/A (1 year), 5 (3 years), 5 (5 years) and N/A (10 years). The fund stands out in the "Global Small/Mid Cap Equity fund" category for the 5-year period out of a total of 26 funds by obtaining a certificate. The returns posted by the Desjardins RI Emerging Markets Multifactor-Low CO2 ETF for the period ended October 31, 2022, are as follows: -16.15% (1 year), -1.06% (3 years), N/A (5 years), N/A (10 years), -2.55% (since its inception on March 7, 2019). The corresponding Lipper Leader for Consistent Return ratings of the ETF for that same period are as follows: N/A (1 year), 3 (3 years), x 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, 2022, are as follows: N/A (1 year), 3 (3 years), N/A (5 years) and N/A (10 years). The ETF stands out in the "Emerging Markets Equity ETF" category for the 3-year period out of a total of 14 ETF by obtaining a digital trophy.
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Data for the LSEG 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 Sustainable Cleantech Fund (F-Class Units) for the period ended October 31, 2023, are as follows: 5.57% (1 year), 3.67% (3 years), 7.16% (5 years), N/A (10 years), 8.80% (since its inception on June 14, 2016). 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 N/A (10 years). The Lipper Leader for Consistent Return ratings of the fund for the period ended July 31, 2023, are as follows: N/A (1 year), 5 (3 years), 4 (5 years) and N/A (10 years). The fund stands out in the "Global Small/Mid Cap Equity fund" category for the 5-year period out of a total of 25 funds by obtaining a certificate. The returns posted by the Desjardins Overseas Equity Fund (F-Class Units) for the period ended October 31, 2023, are as follows: 20.89% (1 year), 4.48% (3 years), 7.73% (5 years), N/A (10 years), 6.26% (since its inception on November 25, 2013). 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 N/A (10 years). The Lipper Leader for Consistent Return ratings of the fund for the period ended July 31, 2023, are as follows: N/A (1 year), 4 (3 years), 5 (5 years) and N/A (10 years). The fund stands out in the "International Equity fund" category for the 5-year period out of a total of 66 funds by obtaining a certificate.
The returns posted by the Desjardins Floating Rate Income Fund (F-Class Units) for the period ended October 31, 2023, are as follows: 10.05% (1 year), 4.03% (3 years), 2.45% (5 years), N/A (10 years), 2.56% (since its inception on May 12, 2014). 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 N/A (10 years). The Lipper Leader for Consistent Return ratings of the fund for the period ended July 31, 2023, are as follows: N/A (1 year), 5 (3 years), 4 (5 years) and N/A (10 years). The fund stands out in the "Multi-Sector Fixed Income fund" category for the 5-year period out of a total of 37 funds by obtaining a digital trophy. The returns posted by the Desjardins RI Emerging Markets Multifactor-Low CO2 ETF (now called Desjardins RI Emerging Markets Multifactor - Net-Zero Emissions Pathway ETF) for the period ended October 31, 2023, are as follows: 15.96% (1 year), 5.76% (3 years), N/A (5 years), N/A (10 years), 1.6% (since its inception on March 7, 2019). The corresponding Lipper Leader for Consistent Return ratings of the ETF for that same period are as follows: N/A (1 year), 3 (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, 2023, are as follows: N/A (1 year), 5 (3 years), N/A (5 years) and N/A (10 years). The ETF stands out in the "Emerging Markets Equity ETF" category for the 3-year period out of a total of 12 ETF by obtaining a digital trophy.
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6 Data from the TMX Lipper Awards are aggregated until the end of July of each given year and the results are published in November of that year. The performance of the Desjardins RI Emerging Markets Multifactor - Net-Zero Emissions Pathway ETF (formerly Desjardins RI Emerging Markets Multifactor – Low CO2 ETF) for the period ending October 31, 2024, is as follows: 28.67% (1 year), 7.88% (3 years), 7.72% (5 years), N/A (10 years), 5.63% (since its creation on March 7, 2019). The Lipper Leader for Consistent Return ETF ratings for the same period are: N/A (1 year), 5 (3 years), 4 (5 years), N/A (10 years). The Lipper Leader for Consistent Return ETF ratings for the period ending July 31, 2024, are: N/A (1 year), 5 (3 years), 4 (5 years), N/A (10 years). The ETF has distinguished itself by earning a digital trophy in the Emerging Markets Equity category for the 3-year period among a field of 14 ETFs as well as a certificate in the Emerging Markets Equity category for the 5-year period among a field of 11 ETFs.
The performance of the Desjardins RI Canada Multifactor - Net-Zero Emissions Pathway ETF (formerly Desjardins RI Canada Multifactor – Low CO2 ETF) for the period ending October 31, 2024, is as follows: 34.67% (1 year), 12.95% (3 years), 12.57% (5 years), N/A (10 years), 10.41% (since its creation on September 27, 2018). The Lipper Leader for Consistent Return ETF ratings for the same period are: N/A (1 year), 5 (3 years), 5 (5 years), N/A (10 years). The Lipper Leader for Consistent Return ETF ratings for the period ending July 31, 2024, are: N/A (1 year), 5 (3 years), 4 (5 years), N/A (10 years). This ETF's performance earned it a digital trophy in the Canadian Equity category for the 3-year period among a field of 46 ETFs and a certificate in the Canadian Equity category for the 5-year period among a field of 34 ETFs.
The Desjardins Funds and 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, 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 and the Desjardins ETFs are offered by registered dealers.