Award-winning
investment solutions
At the February 6, 2025 FundGrade A+® awards ceremony, Desjardins was recognized for its products, which posted the best risk-adjusted returns 1 and maintained a high FundGrade ratings throughout the 2024 calendar year.
Desjardins Floating Rate Income Fund
Recognized for the 2nd year in a row!
Multi-Sector Fixed Income
12/31/2014
51
Desjardins RI Canada Multifactor - Net-Zero Emissions Pathway ETF (DRFC)
Recognized for the 2nd year in a row!
Canadian Equity
12/31/2018
158
Desjardins RI Emerging Markets Multifactor - Net-Zero Emissions Pathway ETF (DRFE)
Recognized for the 2nd year in a row!
Emerging Markets Equity
12/31/2019
74
6 guaranteed investment funds (GIFs) offered by Desjardins Financial Security Life Assurance Company were also awarded the Fundata FundGrade A+® rating. Visit webi.ca for more information.
* The Canadian Investment Funds Standards Committee (CIFSC) is a Canadian independent organization that defines the fund categories.
** The end date for the FundGrade calculation is December 31, 2024 for the period from January 1, 2024 to December 31, 2024.
On November 6, 2024, at the LSEG Lipper Awards ceremony, two Desjardins ETFs earned no less than four awards. These two responsible investment (RI) solutions stood out in categories open to all funds for consistency of risk-adjusted returns. 2
Canadian Equity
Trophy
Certificate
3 years
5 years
Desjardins RI Emerging Markets Multifactor - Net-Zero Emissions Pathway ETF (DRFE)
Recognized for the 3rd year in a row!
Emerging Markets Equity
Trophy
Certificate
3 years
5 years
Log in to view our list of awards and honours.
The rating FundGrade A+® is used with permission from Fundata CanadaInc. All rights reserved. Fundata is a leading provider of stock market and investment fund data to the Canadian financial services industry and business media. The FundGrade
A+® rating identifies funds that have consistently demonstrated the best risk-adjusted returns over a full 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, Sortino and information ratios. The score for each ratio is calculated individually, covering each time period from two to
tenyears. The scores are then weighted equally by calculating a monthly FundGrade. The FundGrades are divided into 5levels, from “A” (outperforming) to “E” (underperforming). The top 10% of funds earn an AGrade; the next 20% of funds earn a BGrade;
the middle 40%, a CGrade; the next 20%, a DGrade; and the bottom 10%, an EGrade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® rating is based on a GPA (grade point
average)-style calculation. Monthly FundGrade ratings of “A” to “E” are assigned values of 4 to 0. A fund’s average score determines its GPA. Any fund with a GPA of 3.5 or greater is rated A+. For more information, please visit www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, it makes no guarantees as to the accuracy of
such data.
The Desjardins RI Canada Multifactor - Net-Zero Emissions Pathway ETF, previously called the Desjardins RI Canada Multifactor – Low CO2 ETF, received an A+ rating in the Canadian Equity category, which included 158funds. The
Desjardins RI Emerging Markets Multifactor – Net-Zero Emissions Pathway ETF, previously called the Desjardins RI Emerging Markets Multifactor – Low CO2 ETF, received an A+ rating in the Emerging Markets Equity category, which included 74funds.
The Desjardins Floating Rate Income Fund earned an A+ rating in the Multi-Sector Fixed Income category, which included 51 funds. The DFS GIF – Maximum Growth earned an A+ in the Global Equity Balanced category, which included 170 funds. The
DFS GIF – Canadian Balanced – Fiera Capital earned an A+ in the Canadian Equity Balanced category, which included 81 funds. The DFS GIF – Canadian Balanced – CI earned an A+ in the Canadian Neutral Balanced category, which included 102
funds. The DFS GIF – Canadian Income and Growth – CI earned an A+ in the Global Neutral Balanced category, which included 152 funds. The DFS GIF – U.S. Monthly Income – Fidelity earned an A+ in the Global Neutral Balanced category, which
included 152 funds. Finally, the DFS GIF – International Equity – MFS earned an A+ in the International Equity category, which included 48 funds. These ratings are for the period from January1, 2024, to December31, 2024, and all categories are
defined by the Canadian Investment Funds Standards Committee (CIFSC), an independent Canadian organization.
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. Desjardins Funds are offered by
registered dealers.
DFSGuarant
eed Investment Funds are established by Desjardins Financial Security Life Assurance Company. Helios and DFSGuaranteed Investment Funds are registered trademarks of Desjardins Financial Security Life Assurance Company. Desjardins Insurance refers to
Desjardins Financial Security Life Assurance Company. DESJARDINS, DESJARDINS INSURANCE and related trademarks are trademarks of the Fédération des caisses Desjardins du Québec used under licence.
Desjardins exchange-traded funds are not guaranteed,
their value fluctuates frequently and their past performance is not indicative of their future returns. Commissions, management fees and other fees may be associated with exchange-traded fund investments. Please read the prospectus before investing.
Desjardins Investments Inc. is the manager of Desjardins Exchange Traded Funds. Desjardins exchange-traded funds are offered by registered dealers.
Desjardins®, trademarks containing the word Desjardins, as well as related logos are
trademarks of the Fédération des caisses Desjardins du Québec, used under licence.
Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company.
About the LSEG Lipper Fund Awards
The annual LSEG Lipper Fund Awards recognize funds and fund companies that have demonstrated solid and consistent risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are awarded on the basis of the Lipper Leader for Consistent
Return rankings, using a measure of risk-adjusted returns over 36-, 60- and 120-month periods. The fund with the highest rank (effective return) in each eligible category wins the LSEG Lipper Fund Award. For more information, visit www.lipperfundawards.com. LSEG Lipper makes every reasonable effort to ensure the accuracy and reliability of the data presented, but LSEG Lipper does not guarantee the
accuracy of this data. LSEG Lipper Fund Awards, © 2024 LSEG. All rights reserved. Used under licence.
Data from the TMX Lipper Awards are aggregated until the end of July of each given year and the results are published in November of that year.
The performance of the Desjardins RI Emerging Markets Multifactor - Net-Zero Emissions Pathway ETF (formerly Desjardins RI Emerging Markets Multifactor – Low CO2 ETF) for the period ending October 31, 2024, is as follows: 28.67% (1 year), 7.88% (3
years), 7.72% (5 years), N/A (10 years), 5.63% (since its creation on March 7, 2019). The Lipper Leader for Consistent Return ETF ratings for the same period are: N/A (1 year), 5 (3 years), 4 (5 years), N/A (10 years). The Lipper Leader for Consistent
Return ETF ratings for the period ending July 31, 2024, are: N/A (1 year), 5 (3 years), 4 (5 years), N/A (10 years). The ETF has distinguished itself by earning a digital trophy in the Emerging Markets Equity category for the 3-year period among a field
of 14 ETFs as well as a certificate in the Emerging Markets Equity category for the 5-year period among a field of 11 ETFs.
The performance of the Desjardins RI Canada Multifactor - Net-Zero Emissions Pathway ETF (formerly Desjardins RI Canada Multifactor – Low CO2 ETF) for the period ending October 31, 2024, is as follows: 34.67% (1 year), 12.95% (3 years), 12.57% (5 years),
N/A (10 years), 10.41% (since its creation on September 27, 2018). The Lipper Leader for Consistent Return ETF ratings for the same period are: N/A (1 year), 5 (3 years), 5 (5 years), N/A (10 years). The Lipper Leader for Consistent Return ETF ratings
for the period ending July 31, 2024, are: N/A (1 year), 5 (3 years), 4 (5 years), N/A (10 years). This ETF's performance earned it a digital trophy in the Canadian Equity category for the 3-year period among a field of 46 ETFs and a certificate in the
Canadian Equity category for the 5-year period among a field of 34 ETFs.