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Bienvenue sur le site Fonds Desjardins
Welcome to the Desjardins Funds website
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Wise ETF Portfolios
Step into even more 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 while opening the door to a world of ETFs.
A streamlined, sophisticated investment solution at competitive fees
An active and objective selection of ETFs and funds from recognized managers that remains within appropriate asset allocation bounds.
Robust strategic portfolio management by seasoned portfolio managers and based on the research of a skilled team of economists at Desjardins.
Among the lowest management fees on the market.
A core-satellite approach with index ETFs and active management
There are 6 Wise ETF Portfolios, composed of index ETFs and actively managed investment vehicles. The portfolios are closely monitored.
Index ETFs
Experienced portfolio managers select ETFs based on well-known indices using management fee considerations.
Active management
The goal of actively managed investments is to outperform their benchmarks. The vehicles are selected based on their managers' ability to deliver attractive returns based on market conditions.
Enhanced investment solutions with 2 strategic management components
Long-term management
Allocations potentially optimized using financial modelling.
Asset classes
Selection of underlying vehicles
Cyclical management
Short- and medium-term asset allocation based on economic conditions
Asset classes
Selection of underlying vehicles
Seven portfolios, one combination
Wise ETF Portfolios are composed of securities from recognized managers and created based on the same underlying assets, whose weight varies by objective.Footnote
1
Management Fees plus Fixed Administration Fees, before Taxes for F-Class Units (fee-based) and C-Class UnitsFootnote 2
The growth portion of the Wise Conservative ETF Portfolio has been increased to 25%. The Wise Balanced ETF Portfolio is now the Wise Moderate ETF Portfolio and the growth portion is now 35%. The new Wise Balanced 50 ETF
Portfolio has a 50% growth component. These changes are effective as of 4/15/2024.
Fees shown must not be confused with the management expense ratio, which includes taxes and is based upon a calculation prescribed made for a financial year or interim period. The Desjardins Funds and Desjardins Exchange
Traded 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.
Commissions, management fees and expenses all may be associated with an investment in exchange traded funds. Please read the prospectus before investing. The Desjardins Funds and Desjardins Exchange Traded Funds are offered by registered dealers.
