Desjardins ETF Portfolios

Exchange-traded funds EASY.

Enter the world of ETFs

Desjardins ETF portfolios are a turnkey investment solution. Enhance your investment offering for investors by giving them access to ETFs.

With Desjardins ETF Portfolios, investors get:

  1. Market return potential

  2. Broad and immediate diversification

  3. Low-fee investment portfolios

Desjardins ETF Portfolios: Exchange-traded funds made easy!

  Videos

For Caisses advisors use only.

Watch the teaser video (1 min, 12 sec)

See what your members and colleagues are saying (2 min, 07 sec)

See how engaged your general managers are (2 min, 15 sec)

Watch Denis Dubois’ video (0 min, 44 sec)

Watch Nathalie Larue’s video (1 min, 19 sec)

Broad and immediate diversification

The selection and allocation of underlying ETFs provides:

  • Broad diversification, which mitigates risk attached to specific companies and sectors.
  • Higher return potential.

STRATEGIC ALLOCATION FOR ADDED VALUE

Strategic allocation for Desjardins ETF Portfolios is provided by seasoned portfolio managers at DGAM and based on research from Desjardins' award-winning team of economists 1, using a robust and evolving quantitative model.

  • Diversification across multiple asset classes and markets
  • Reduced risk in bear markets with ample upside potential
  • Primarily indexed ETFs
  • Active management to maintain optimal exposure to the main asset classes, while respecting investors' risk tolerance

AUTOMATIC REBALANCING TO MAINTAIN RISK PROFILES

Each portfolio's asset allocation is readjusted within the maximum deviation parameters of the target weighting for the fixed-income and growth asset classes, the asset sub-classes, and the underlying funds.

Solactive, an award-winning index provider

DGAM has chosen to partner with Solactive, the most widely used index provider in Canada, based on the number of funds using its indexes. It's ranked fourth for assets under management ($32B), behind S&P, FTSE and MSCI, and was named Best European Index Overall Provider at the 2024 ETF Express European ETF Awards. 2

solactive

Desjardins’s Economists Ranked #1 Worldwide as Best Overall Forecaster – Canada by Focus Economics, 2022

Source: Investor Economics, ETF and Index Funds Report – Q4 2023 and Solactive.

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.

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.