Awards & Honours

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At the January 22, 2021, edition of the FundGrade A+^® Awards ceremony, Desjardins was recognized for the continued performance of its products, which posted the best risk-adjusted returns and maintained high ratings throughout the 2020 calendar year.1

The following mutual fund offered by Desjardins Investments Inc. was awarded the Fundata RI FundGrade A+^® rating:

Fund name

CIFSC category*

FundGrade Start Date**

Fund Count

Desjardins SocieTerra American Equity Fund (A Class)

U.S. Equity

January 31, 2017

888

The following mutual funds offered by Desjardins Investments Inc. were awarded the Fundata FundGrade A+^® rating:

Fund name

CIFSC category*

FundGrade Start Date**

Fund Count

Desjardins Global Tactical Bond Fund (A Class)

High Yield Fixed Income

January 31, 2014

254

Melodia Moderate Growth Portfolio (A Class)

Global Fixed Income Balanced

January 31, 2014

436

Desjardins American Equity Growth Fund (Class A)

U.S. Equity

January 31, 2011

888

Desjardins SocieTerra American Equity Fund (A Class)

U.S. Equity

January 31, 2017

888

Desjardins Overseas Equity Growth Fund (A Class)

International Equity

January 31, 2011

391

Desjardins Global Equity Growth Fund (A Class)

Global Equity

January 31, 2016

1223

Desjardins SocieTerra Cleantech Fund (A Class)

Global Small/Mid Cap Equity

January 31, 2017

171

The following exchange-traded fund (ETF) offered by Desjardins Global Asset Management Inc. was awarded the Fundata FundGrade A+^® rating:

ETF name

CIFSC category*

FundGrade Start Date**

Fund Count

Desjardins 1-5 Year Laddered Canadian Government Bond Index ETF (DCG)

Canadian Short-Term Fixed Income

January 31, 2018

170

Seven guaranteed investment funds (GIFs) offered by Desjardins Financial Security Life Assurance Company were also awarded the Fundata FundGrade A+^® rating. Visit Webi.com External link. Opens in a new window. for more information.

*The Canadian Investment Funds Standards Committee (CIFSC) is a Canadian independent organization that defines the categories of funds.

**The end date for the FundGrade calculation is December 31, 2020 for the period from January 1, 2020 to December 31, 2020.

Other awards earned in 2020

Logo Refinitiv Lipper Fund Awards 2020 2

Award-winning fund

Fund category

Honour

Term

Desjardins 1-5 Year Laddered Canadian Corporate Bond Index ETF

Canadian Short Term Fixed Income

Best ETF

3 years

Desjardins Overseas Equity Growth Fund

International Equity

Best Fund

3 years

5 years

10 years

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Notes

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 Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60- and 120-month periods. The highest 20% of funds in each classification are named Lipper Leaders for Consistent Return and receive a rating of 5; the next 20% receive a rating of 4; the middle 20% are rated 3; the next 20% are rated 2; and the lowest 20% are rated 1. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. Lipper Leader ratings are subject to change every month. For more information, see www.lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper. Refinitiv Lipper Fund Awards, ©2020 Refinitiv. All rights reserved. Used under license.
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 66, 60 and 50 funds respectively. The returns posted by the Desjardins 1-5 year Laddered Canadian Corporate Bond Index ETF for the period ended October 31, 2020 are as follows: 5.37% (1 year), 3.63% (3 years), N/A (5 years), N/A (10 years), 3.00% (since its inception on April 03, 2017). The corresponding Lipper Leader for Consistent Return ratings of the ETF for that same period are as follows: N/A (1 year), 5 (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, 2020 are as follows: N/A (1 year), 5 (3 years), N/A (5 years) and N/A (10 years). The Desjardins ETF stands out in the Canadian Short-Term Fixed Income ETF category for the 3-year period out of a total of 26 ETFs.

The Desjardins Funds 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 are offered by registered dealers.

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, management fees and expenses all may be associated with an investment in exchange traded funds. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns, including changes in security 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. Desjardins Global Asset Management Inc. is the manager and portfolio manager of the Desjardins ETFs. The Desjardins ETFs are offered by registered dealers.