Count on us for podium-worthy solutions
On November 9, 2023 the LSEG Lipper Fund Awards recognized four Desjardins funds for their consistent risk-adjusted returns1. Among them, two responsible investment solutions stood out in categories open to all funds.
Desjardins RI Emerging
Markets Multifactor - Low CO2
ETF (now named Desjardins RI Emerging Markets Multifactor – Net-Zero Emissions Pathway ETF)
For a 2nd year in a row
Responsible investment ETF
Emerging Markets Equity
Trophy
3 years
Desjardins SocieTerra Cleantech Fund
For a 3rd year in a row
Responsible investment fund
Global Small/Mid Cap Equity
Certificate
5 years
At the January 26, 2023 edition of the FundGrade A+® Awards ceremony, Desjardins was recognized for its products, which posted the best risk-adjusted returns2 and maintained a high FundGrade scores throughout the 2022 calendar year.
4 guaranteed investment funds (GIFs) offered by Desjardins Financial Security Life Assurance Company were also awarded the Fundata FundGrad A+®. Visit webi.ca 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, 2022 for the period from January 1, 2022 to December 31, 2022.
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About the LSEG Lipper Fund Awards
The LSEG Lipper Fund Awards, held annually, highlight funds and fund companies that have excelled in
delivering consistently strong risk-adjusted returns relative to their peers. The LSEG 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 top 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 per award universe
wins the Refinitiv Lipper Fund Award. Lipper Leader ratings are subject to change every month. For more
information, see www.lipperfundawards.com. Although LSEG
Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein,
the accuracy is not guaranteed by LSEG Lipper. LSEG Lipper Fund Awards, ©2023 LSEG. All rights reserved. Used under license.
Data for the LSEG 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 SocieTerra Cleantech Fund (Series F) for the period ended
October 31, 2023 are as follows: 5.57% (1 year), 3.67% (3 years), 7.16% (5 years), N/A (10 years), 8.80% (since its
inception on June 14, 2016). 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 N/A (10 years). The Lipper
Leader for Consistent Return ratings of the fund for the period ended July 31, 2023 are as follows: N/A (1
year), 5 (3 years), 4 (5 years) and N/A (10 years). The Fund stands out from a total of 25 of its peers by
receiving an award in the ‘’Global Small/Mid Cap Equity Fund’’ category for the 5-year period.
The returns posted by the Desjardins Overseas Equity Fund (Series F) for the period ended October
31, 2023
are as follows: 20.89% (1 year), 4.48% (3 years), 7.73% (5 ), N/A (10 years), and 6.26% (since its inception
on November 25, 2013). 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 N/A (10 years). The Lipper Leader for
Consistent Return ratings of the fund for the period ended July 31, 2023 are as follows: N/A (1 year), 4 (3
years), 5 (5 years) and N/A (10 years). The Fund stands out from a total of 66 of its peers by receiving an
award in the ‘International Equity fund’’ category for the 5-year period.
The returns posted by the Desjardins Floating Rate Income Fund (F-Class Units) for the period ended
October 31, 2023 are as follows: 10.05% (1 year), 4.03% (3 years), 2.45% (5 years), N/A (10 years), 2.56% (since its
inception on May 12, 2014). 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 N/A (10 years). The Lipper
Leader for Consistent Return ratings of the fund for the period ended July 31, 2023 are as follows: N/A (1
year), 5 (3 years), 4 (5 years) and N/A (10 years). The Fund stands out among 37 of its peers by receiving
an award in the ‘Multi-Sector Fixed Income Fund’’ category for the 5-year period.
The returns posted by the Desjardins RI Emerging Markets Multifactor-Low CO2 ETF for the
period ended
October 31, 2023 are as follows: 15.96% (1 year), 5.76% (3 years), N/A (5 years), N/A (10 years), and 1.6%
(since its inception on March 7, 2019). The corresponding Lipper Leader for Consistent Return ratings of the
ETF for that same period are as follows: N/A (1 year), 3 (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, 2023 are as follows:
N/A (1 year), 5% (3 years), N/A (5 years) and N/A (10 years). The ETF stands out from 12 of its peers by
receiving an award in the ‘’Emerging Markets Equity ETF’’ category for the 3-year period.
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. 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 Desjardins SocieTerra American Equity Fund (A-Class Units) received the A+ Grade in the U.S. Equity
category, out of a total of 836 funds competing in this category as defined by the Canadian Investment Funds
Standards Committee (CIFSC), a Canadian independent organisation from Fundata. The Desjardins SocieTerra
Cleantech Fund (A-Class Units) received the A+ Grade in the Global Small/Cap Equity category, out of a total
of 127 funds competing in this category as defined by the CIFSC. This grade is attributed for the period
from January 1, 2022 to December 31, 2022.
DFS Guaranteed Investment Funds are established by Desjardins Financial Security Life Assurance Company.
Helios and DFS Guaranteed 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 license.
The Desjardins Funds and 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, trailing commissions, management fees and expenses all may be associated with mutual fund/ETF 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 unitholder, that would have reduced returns. The Desjardins Funds and the Desjardins ETFs are offered by registered dealers.
Desjardins®, all trademarks containing the word Desjardins, as well as related logos are trademarks of the Fédération des caisses Desjardins du Québec, used under licence.