Funds that stand out!
Desjardins Funds are ranked among the best in their category by Morningstar, including many responsible investment solutions. These funds have 4- and 5-star ratings according to a risk-adjusted return measure. Offer your clients Desjardins Funds, products that stand out.
Funds (F-Class) and ETFs | 2021 FundGrade Rating | Morningstar Overall Rating1 | 1 year | 3 years | 5 years | Since Inception | Inception Date |
---|---|---|---|---|---|---|---|
Desjardins SocieTerra American Equity Fund | A+ |
5 stars |
-10.69 | 12.31 | 13.02 | 14.28 | 06/2016 |
Desjardins Overseas Equity Fund |
5 stars |
-17.88 | 3.31 | 4.44 | 5.01 | 11/2013 | |
Desjardins SocieTerra Positive Change Fund |
5 stars |
-32.93 | 16.49 | - | 11.27 | 09/2018 | |
Desjardins SocieTerra Cleantech Fund | A+ |
5 stars |
-20.67 | 8.08 | 7.31 | 9.89 | 06/2016 |
Desjardins Canadian Universe Bond Index ETF |
4 stars |
-10.07 | -2.82 | 0.03 | 0.15 | 04/2017 | |
Desjardins 1-5 Year Laddered Canadian Corporate Bond ETF |
4 stars |
-5.59 | -0.38 | 0.87 | 0.76 | 04/2017 | |
Desjardins Global Balanced Strategic Income Fund |
4 stars |
-4.86 | 3.21 | 3.79 | 5.23 | 06/2016 | |
Desjardins RI Canada – Low CO2 Index ETF |
4 stars |
-11.42 | 7.53 | - | 6.92 | 09/2018 | |
Desjardins RI USA - Low CO2 Index ETF |
4 stars |
-8.37 | 11.22 | - | 10.19 | 09/2018 | |
Desjardins Global Equity Fund |
4 stars |
-11.10 | 6.17 | - | 5.30 | 07/2018 | |
Desjardins RI Emerging Markets Multifactor - Low CO2 ETF |
4 stars |
-16.15 | -1.06 | - | -2.55 | 03/2019 | |
Desjardins Emerging Markets Opportunities Fund |
4 stars |
-13.62 | 2.37 | 1.44 | 5.31 | 11/2013 |
SocieTerra Portfolios | 2021 FundGrade Rating | Morningstar Overall Rating1 | 1 year | 3 years | 5 years | Since Inception | Inception Date |
---|---|---|---|---|---|---|---|
SocieTerra Maximum Growth Portfolio |
4 stars |
-15.23 | 3.71 | 4.53 | 6.20 | 11/2013 | |
SocieTerra Balanced Portfolio |
4 stars |
-5.54 | 2.15 | 4.05 | 4.73 | 11/2013 | |
SocieTerra Growth Portfolio |
4 stars |
-14.73 | 1.86 | 3.20 | 4.82 | 11/2013 | |
SocieTerra 100% Equity Portfolio |
4 stars |
-3.90 | 6.73 | - | 8.26 | 07/2019 |
© 2022 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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 of January 31,2023 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.