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FundGrade A+
The Desjardins RI Emerging Markets Multifactor – Net-Zero Emissions Pathway ETF (DRFE) received the A+ Grade in the Emerging Markets Equity category, out of a total of 146
funds competing in this category as defined by the CIFSC. This grade is attributed for the period from January 1, 2023 to December 31, 2023.
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.
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.
Desjardins Exchange Traded Funds (ETF) are not guaranteed, their value fluctuates frequently, and their past performance is not indicative of their future returns. Commissions, management fees and expenses may all be
associated with mutual fund investments. The indicated rates of return are the historical annual compounded total returns, including changes in securities value and reinvestment of all distributions and do not take into account sales, redemption,
distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Please read the prospectus before investing. The Desjardins ETF are offered by registered dealers.
Desjardins
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.
Financed Emissions are greenhouse gas emissions associated with financing, investing and lending activities. Financial institutions measure their Financed Emissions by taking ownership of the issuer’s emissions in order to manage risk and identify
opportunities associated with greenhouse gas emissions.
The methodology used follows the standards of the Partnership for Carbon Accounting Financials (PCAF), a global partnership of financial institutions that is setting a standard for greenhouse
gas (GHG) accounting and reporting in the financial sector. GHG emissions can be direct or indirect, and are distinguished according to their source over 3 different scopes:
• Scope 1: the organization's
direct emissions or those under its control (e.g. emissions linked to its industrial processes).
• Scope 2: indirect emissions from the production of purchased or acquired electricity.
• Scope 3: indirect emissions occurring in the company's value chain, both upstream of the production of the material/product/service and downstream during the distribution, storage or use of the
material/product/service. Scope 3 integration is being progressively made according to the PCAF methodology.
The estimated result on September 30, 2023 represents the change in the ETF's financed emissions relative to the financed emissions
of its appropriate security universe in the base year which is 2020. Total emissions financed are the sum of emissions financed by each company in the portfolio. A company's financed emissions are the product of its allocation factor and the annual
emissions declared by the company. The allocation factor is obtained by calculating the ratio between the value of the units held by the ETF and the value of the company financed. The value of the units held by the ETF is defined on the basis of the
market value for listed shares or the book value of the debt for bonds. The company value ("EVIC") is the sum of the market capitalization of common and preferred shares at the end of the last fiscal year, the book value of total debt, minority interests
and cash.
Reported emissions are collected via the MSCI data provider. If data is not available, the sector average intensity is used. This is the average intensity per Canadian EVIC dollar by GICS sub-sector, calculated from the emissions data
available in the MSCI ACWI IMI index. Company values are obtained from Bloomberg. If data are not available, MSCI is used.
No representations or warranties, express or implied, are made by Desjardins in connection with the exactitude, quality or
completeness of such information and data. Should these differ from official carbon intensity data, the latter will prevail.
Growth of $10,000 chart invested in the indicated Desjardins ETF, is used only to illustrate the effects of the compound growth rate and is not intended to reflect or to present future values of the investment fund or returns on investment in the investment fund.
As at June 30, 2024
On September 15, 2023, the ETF’s investment objectives were amended. As a result, the objectives now provide for a gradual reduction of the portfolio’s financed emissions and enhanced management of the active risk.
Desjardins Exchange Traded Funds (ETF) are not guaranteed, their value fluctuates frequently, and their past performance is not indicative of their future returns. Commissions, management fees and expenses may all be associated with mutual fund investments. The indicated rates of return are the historical annual compounded total returns, including changes in securities value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Please read the prospectus before investing. The Desjardins ETF are offered by registered dealers.
The financial information displayed on this website are provided by Fundata Canada Inc. The contents are provided for informational purposes only. No representations or warranties, express or implied, are made by Fundata or Desjardins in connection with the exactitude, quality or completeness of such information and data. This web page and the widgets displayed on this website were developed by, Fundata Canada Inc. © Fundata Canada Inc. All Rights Reserved. www.fundata.com - External link. This link will open in a new window.