Wise ETF Portfolios

Step into 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 by opening the door to a world of ETFs.

A streamlined, sophisticated investment solution at competitive fees

  • An active and objective selection of ETFs from recognized issuers that remains within appropriate asset allocation bounds.
  • An equity component of multifactor controlled volatility ETFs aiming to participate in bull markets while mitigating drawdown impacts.
  • Robust strategic portfolio management by seasoned portfolio managers and based on the research of a skilled economics team at Desjardins.
  • Additional tactical management aiming to position the portfolio to benefit from short-term market trends.
  • Among the lowest management fees on the market.

Diversification and strategic beta aiming to be perfectly balanced

There are 6 Wise ETF portfolios are composed of index ETFs and strategic beta ETFs. The portfolios are closely monitored.

Index ETFs

ETFs based on well-known indices are selected based on Desjardins’ expertise and management fee considerations.

Multifactor controlled volatility ETFs

ETFs aimed at improving the risk/return ratio of a passive approach based solely on market capitalization.

Enhanced, actively managed investment solutions

Strategic management

Long-term allocations potentially optimized using financial modelling.

  • Asset classes
  • Selection of underlying ETFs

Tactical management

An overview of the market to wisely adjust short-term asset allocation with a maximum deviation of 10%.

  • Fundamental approach
  • Quantitative approach

With tactical management, a dynamic, specialized method can be used to meet your clients’ needs for either stability or growth.

Six portfolios, one combination

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

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

  • Wise Fixed Income ETF Portfolio

    100% fixed income

    • 0.50% F-Class Units
    • 1.00% C-Class Units

    Learn more

  • Wise Conservative ETF Portfolio

    20% growth 80% fixed income

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

    Learn more

  • Wise Balanced ETF Portfolio

    40% growth 60% fixed income

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

    Learn more

  • Wise Growth ETF Portfolio

    60% growth 40% fixed income

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

    Learn more

  • Wise Maximum Growth ETF Portfolio

    80% growth 20% fixed income

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

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  • Wise 100% Equity ETF Portfolio

    100% Equity

    • 0.65% F-Class Units
    • 1.65% 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 is comprised of taxes and is based upon a calculation prescribed made for a financial year or interim period.
  2. 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.