Desjardins Funds regularly receive honours from national investment fund ratings agencies.
These prestigious awards reflect our commitment and pride in offering you quality investments that are rigorously
managed by a seasoned team of portfolio managers.
Canadian Neutral Balanced
Global and International Equity Funds
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- The Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The 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 highest 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 Lipper Fund Award. Lipper Leader ratings are subject to change every month. For more information, see www.lipperfundawards.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained
herein, the accuracy is not guaranteed by Lipper. Lipper Fund Awards from Refinitiv, ©2019 Refinitiv. All rights reserved. Used under license.
Data for the 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 Québec Balanced Fund (A-Class Units) for the period ended September 30,
2019 are as follows: 7.13% (1 year), 3.98% (3 years), 5.44% (5 years), 7.35% (10 years), 6.78% (since its inception on June 20, 1997). The corresponding Lipper Leader Consistent Return ratings of the fund for that same period are as follows: 2 (3 years),
4 (5 years) and 5 (10 years). The Lipper Leader for Consistent Return ratings of the fund for the period ended July 2019 are as follows: 3 (3 years), 4 (5 years) and 5 (10 years).
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.
- 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. 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 Overseas Equity Growth Fund (A-Class) received the A+ Grade in the category of International Equity funds, out of a total of 353 funds competing in this category as defined by the Canadian Investment Funds Standards Committee
(CIFSC), an independent organisation from Fundata. This grade is attributed for the period from January 1, 2018 to December 31, 2018.
The Desjardins Funds are not guaranteed, their value fluctuates frequently, and their past performance is not indicative of their future returns. The indicated rates of return are the historical annual compounded total returns of the date of the
present document including changes in securities value and reinvestment of all distributions and do not consider sales, redemption, distribution or other optional charges, or income taxes payable by any securityholder that would have reduced 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.