Wise ETF Portfolios

Step into even more simplified investing

Wise ETF Portfolios

A gateway to the world of ETFs

Wise ETF Portfolios offer a turnkey solution to managing your clients’ assets. They help expand your product offering while opening the door to a world of ETFs.

A streamlined, sophisticated investment solution at competitive fees

  • An active and objective selection of ETFs and funds from recognized managers that remains within appropriate asset allocation bounds.
  • Robust strategic portfolio management by seasoned portfolio managers and based on the research of a skilled team of economists at Desjardins.
  • Among the lowest management fees on the market.

A core-satellite approach with index ETFs and active management

There are 6 Wise ETF Portfolios, composed of index ETFs and actively managed investment vehicles. The portfolios are closely monitored.

Index ETFs

Experienced portfolio managers select ETFs based on well-known indices using management fee considerations.

Active management

The goal of actively managed investments is to outperform their benchmarks. The vehicles are selected based on their managers' ability to deliver attractive returns based on market conditions.

Enhanced investment solutions with 2 strategic management components

Long-term management

Allocations potentially optimized using financial modelling.

  • Asset classes
  • Selection of underlying vehicles

Cyclical management

Short- and medium-term asset allocation based on economic conditions

  • Asset classes
  • Selection of underlying vehicles

Six portfolios, one combination

Wise ETF Portfolios are composed of securities from recognized managers and created based on the same underlying assets, whose weight varies by objective.

Management Fees plus Fixed Administration Fees, before Taxes for F-Class Units (fee-based) and C-Class Units1

  • Wise Fixed Income ETF Portfolio

    100% fixed income

    • 0.45% F-Class Units
    • 1.00% C-Class Units

    Learn more

  • Wise Conservative ETF Portfolio

    20% growth 80% fixed income

    • 0.50% F-Class Units
    • 1.50% C-Class Units

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  • Wise Balanced ETF Portfolio

    40% growth 60% fixed income

    • 0.50% F-Class Units
    • 1.50% C-Class Units

    Learn more

  • Wise Growth ETF Portfolio

    60% growth 40% fixed income

    • 0.55% F-Class Units
    • 1.55% C-Class Units

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  • Wise Maximum Growth ETF Portfolio

    80% growth 20% fixed income

    • 0.55% F-Class Units
    • 1.55% C-Class Units

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  • Wise 100% Equity ETF Portfolio

    100% Equity

    • 0.60% F-Class Units
    • 1.60% C-Class Units

    Learn more

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(For advisor use only)

  1. Fees shown must not be confused with the management expense ratio, which includes taxes and is based upon a calculation prescribed made for a financial year or interim period.
  2. The Desjardins Funds and Desjardins Exchange Traded 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. Commissions, management fees and expenses all may be associated with an investment in exchange traded funds. Please read the prospectus before investing. The Desjardins Funds and Desjardins Exchange Traded Funds are offered by registered dealers.