SocieTerra Funds and Portfolios

Lead the way: Offer our new Societerra Funds

Desjardins SocieTerra Funds

Complete your clients’ portfolio with funds that stand out.

  • New!

    Desjardins SocieTerra Positive Change Fund

    To invest in securities of companies from around the world whose products/services or behaviour are helping to build a more sustainable world for future generations.

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  • New, and a first in Canada!

    Desjardins SocieTerra Emerging Markets Equity Fund

    To invest in securities of companies in emerging markets or that are very active in these markets and that care about the ESG impacts of their activities.

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  • New!

    Desjardins SocieTerra International Equity Fund

    To invest in securities of companies outside of Canada and the U.S. using a disciplined approach based on fundamental research and a thorough risk evaluation that integrates responsible investment practices, such as ESG factors.

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  • Desjardins SocieTerra Canadian Bond Fund

    To invest in high-quality debt securities aligned with our ESG priorities.

    When the opportunity arises, the fund manager may also invest in green or social-impact bonds. The fund manager places the same emphasis on all three ESG criteria.

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  • The first in Canada!

    Desjardins SocieTerra Environmental Bond Fund

    To help finance highly transparent environmental projects.

    The fund manager seeks to optimize diversification across credit sectors while favouring investment grade bonds.

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  • Desjardins SocieTerra Canadian Equity Fund

    To benefit from innovative security selection that leverages ESG strategies throughout the investment process. This low turnover fund allows investors to make the most of their influence as shareholders.

    The fund manager aims for ESG scores at least 10% higher than the benchmark S&P/TSX index, without compromising return potential.

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  • Desjardins SocieTerra American Equity Fund

    To invest in the world’s largest economy through best in class companies from an ESG perspective. The fund manager places the same emphasis on all three ESG criteria.

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  • Desjardins SocieTerra Environment Fund

    To invest in companies with an environmental record that is better than that of their peers, without compromising on financial performance. The fund manager chooses companies with the lowest environmental impact within their industry.

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  • The first in Canada!

    Desjardins SocieTerra Cleantech Fund

    To benefit from strong growth by companies that offer concrete solutions to the environmental problems we face.

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SocieTerra Portfolios

Financial objectives and sustainable development in a single transaction.

  • Optimal diversification: asset class, economy sector, region, capitalization
  • Accessible: initial investment starting at $500 and subsequent investments as low as $25
  • A number of income options available

SocieTerra Conservative Portfolio

Allocation

  • 71% Fixed income
  • 29% Growth

For clients who want income and moderate long-term capital appreciation

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SocieTerra Balanced Portfolio

Allocation

  • 55% Fixed income
  • 45% Growth

For clients who want to strike a balance between long-term capital appreciation and income.

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SocieTerra Growth Portfolio

Allocation

  • 40% Fixed income
  • 60% Growth

For clients who want long-term capital appreciation with some income.

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SocieTerra Maximum Growth Portfolio

Allocation

  • 20% Fixed income
  • 80% Growth

For clients who want long-term capital appreciation.

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  1. 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 Desjardins Funds are offered by registered dealers.