Desjardins Portfolios

  • Minimum initial investment: $100,000
  • Two versions available: Trust and Corporate Class
  • Trust Class: Balanced approach focused on a risk adjusted return
  • Corporate Class: Approach focused on net return (after tax)
  • Dynamic management
  • Large variety of income options
  • Minimum initial investment: $500**
  • Two versions addressing different needs
  • Melodia Income Portfolios: Low volatility and high current income
  • Melodia Growth: Potential of high relative return
  • Minimum initial investment: $500**
  • Offers attractive return potential and solid results
  • Adaptable solutions for each investor profile

* 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. - External link. This link will open in a new window.

** Requires a minimum investment of $1,000 within the first year.

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 as indicated the date of the present document including changes in securities value and reinvestment of all distributions and do not take into account sales, redemption, distribution or 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 such registered dealers as the Desjardins Financial Services Firm, a mutual fund dealer belonging to the Desjardins Group that distributes the Funds in caisses throughout Québec and Ontario, as well as through the Centre financier Desjardins.

  1. In March’s Budget 2016, the Government of Canada announced new measures targeting Corporate Class investment funds. Starting October 1, 2016, an exchange of shares between two Corporate Class funds will be considered for tax purposes to be a disposition at fair market value and could give rise to a capital gain or loss. In general, the measure will not apply to reclassifications between different series of shares within the same Corporate Class fund.