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About Desjardins Funds
Awards & Honours
Desjardins Funds regularly receive honours from national investment fund ratings agencies. These prestigious awards reflect our commitment and pride in offering you quality investments overseen with rigour and consistency by a seasoned team of portfolio managers.
With Desjardins Funds you can invest with total confidence, freeing you to live life to the fullest knowing your investments are in good hands.
2023
Awarded Funds:
- Desjardins Floating Rate Income Fund
- Desjardins RI Canada Multifactor - Net-Zero Emissions Pathway ETF
- Desjardins RI Emerging Markets Multifactor - Net-Zero Emissions Pathway ETF
2 guaranteed investment funds (GIFs) from Desjardins Financial Security have received a Fundata FundGrade A+ ® rating. Learn more - about the 2 guaranteed investment funds.
2023
Previous Years
2022
Funds recognized:
4 guaranteed investment funds (GIFs) from Desjardins Financial Security have received a Fundata FundGrade A+ ® rating. Learn more - about the 4 guaranteed investment funds.
2021
Funds recognized:
- Desjardins American Equity Growth Fund
- Desjardins Overseas Equity Growth Fund
- Melodia Moderate Growth Portfolio
- Desjardins Global Equity Growth Fund
- Desjardins Sustainable American Equity Fund
- Desjardins Sustainable Cleantech Fund
- Desjardins Sustainable Positive Change Fund
7 guaranteed investment funds (GIFs) from Desjardins Financial Security have received a Fundata FundGrade A+ ® rating. Learn more - about the 7 guaranteed investment funds.
2021
2020
Funds recognized:
- Desjardins Global Tactical Bond Fund
- Melodia Moderate Growth Portfolio
- Desjardins American Equity Growth Fund
- Desjardins Sustainable American Equity Fund
- Desjardins Overseas Equity Growth Fund
- Desjardins Global Equity Growth Fund
- Desjardins Sustainable Cleantech Fund
7 guaranteed investment funds (GIFs) from Desjardins Financial Security have received a Fundata FundGrade A+ ® rating. Learn more - about the 7 guaranteed investment funds.
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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 consistently achieve 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 5 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 FundGrade Awards. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.
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Data for the Refinitiv 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 Overseas Equity Growth Fund (A-Class units) for the period ended October 31, 2020, are as follows: 60.01% (1 year), 18.59% (3 years), 17.14% (5 years), 12.80% (10 years), 13.66% (since its inception on March 23, 2010). The corresponding Lipper Leader for Consistent Return ratings of the fund for that same period are as follows: N/A (1 year), 5 (3 years), 5 (5 years) and 5 (10 years). The Lipper Leader for Consistent Return ratings of the fund for the period ended July 31, 2020, are as follows: N/A (1 year), 5 (3 years), 5 (5 years) and 5 (10 years). The Fund stands out in the International Equity Fund category for the 3-year, 5-year and 10-year periods out of a total of 67, 60 and 50 funds respectively.
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Data for the Refinitiv 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 Overseas Equity Growth Fund (F-Class units) for the period ended October 31, 2021, are as follows: 19.21% (1 year), 30.10% (3 years), 22.40% (5 years), N/A (10 years), 16.50% (since its inception on November 25, 2013). The returns posted by the Desjardins Overseas Equity Growth Fund (A-Class units) for the period ended October 31, 2021, are as follows: 17.75% (1 year), 28.54% (3 years), 20.81% (5 years), 15.35% (10 years), 14.01% (since its inception on March 23, 2010). The corresponding Lipper Leader for Consistent Return ratings of the fund for that same period are as follows: N/A (1 year), 5 (3 years), 5 (5 years) and 5 (10 years). The Lipper Leader for Consistent Return ratings of the fund for the period ended July 31, 2021, are as follows: N/A (1 year), 5 (3 years), 5 (5 years) and 5 (10 years). The fund stands out in the International Equity fund category for the 3-year, 5-year and 10-year periods out of a total of 66, 59 and 49 funds respectively. The returns posted by the Desjardins Sustainable Cleantech Fund (F-Class units) for the period ended October 31, 2021, are as follows: 35.73% (1 year), 23.78% (3 years), 16.04% (5 years), N/A (10 years), 16.75% (since its inception on June 14, 2016). The corresponding Lipper Leader for Consistent Return ratings of the fund for that same period are as follows: N/A (1 year), 5 (3 years), 5 (5 years) and N/A (10 years). The Lipper Leader for Consistent Return ratings of the fund for the period ended July 31, 2021, are as follows: N/A (1 year), 5 (3 years), 5 (5 years) and N/A (10 years). The fund stands out in the Global Small/Mid Cap Equity fund category for the 3-year period out of a total of 26 funds.
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Data for the Refinitiv 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 Sustainable Cleantech Fund (F-Class Units) for the period ended October 31, 2022, are as follows: -20.67% (1 year), 8.08% (3 years), 7.31% (5 years), N/A (10 years), 9.89% (since its inception on June 14, 2016). The corresponding Lipper Leader for Consistent Return ratings of the fund for that same period are as follows: N/A (1 year), 5 (3 years), 5 (5 years) and N/A (10 years). The Lipper Leader for Consistent Return ratings of the fund for the period ended July 31, 2022, are as follows: N/A (1 year), 5 (3 years), 5 (5 years) and N/A (10 years). The fund stands out in the "Global Small/Mid Cap Equity fund" category for the 5-year period out of a total of 26 funds by obtaining a certificate. The returns posted by the Desjardins RI Emerging Markets Multifactor-Low CO2 ETF for the period ended October 31, 2022, are as follows: -16.15% (1 year), -1.06% (3 years), N/A (5 years), N/A (10 years), -2.55% (since its inception on March 7, 2019). The corresponding Lipper Leader for Consistent Return ratings of the ETF for that same period are as follows: N/A (1 year), 3 (3 years), x N/A (5 years) and N/A (10 years). The Lipper Leader for Consistent Return ratings of the ETF for the period ended July 31, 2022, are as follows: N/A (1 year), 3 (3 years), N/A (5 years) and N/A (10 years). The ETF stands out in the "Emerging Markets Equity ETF" category for the 3-year period out of a total of 14 ETF by obtaining a digital trophy.
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Data for the LSEG 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 Sustainable Cleantech Fund (F-Class Units) for the period ended October 31, 2023, are as follows: 5.57% (1 year), 3.67% (3 years), 7.16% (5 years), N/A (10 years), 8.80% (since its inception on June 14, 2016). The corresponding Lipper Leader for Consistent Return ratings of the fund for that same period are as follows: N/A (1 year), 5 (3 years), 5 (5 years) and N/A (10 years). The Lipper Leader for Consistent Return ratings of the fund for the period ended July 31, 2023, are as follows: N/A (1 year), 5 (3 years), 4 (5 years) and N/A (10 years). The fund stands out in the "Global Small/Mid Cap Equity fund" category for the 5-year period out of a total of 25 funds by obtaining a certificate. The returns posted by the Desjardins Overseas Equity Fund (F-Class Units) for the period ended October 31, 2023, are as follows: 20.89% (1 year), 4.48% (3 years), 7.73% (5 years), N/A (10 years), 6.26% (since its inception on November 25, 2013). The corresponding Lipper Leader for Consistent Return ratings of the fund for that same period are as follows: N/A (1 year), 5 (3 years), 5 (5 years) and N/A (10 years). The Lipper Leader for Consistent Return ratings of the fund for the period ended July 31, 2023, are as follows: N/A (1 year), 4 (3 years), 5 (5 years) and N/A (10 years). The fund stands out in the "International Equity fund" category for the 5-year period out of a total of 66 funds by obtaining a certificate.
The returns posted by the Desjardins Floating Rate Income Fund (F-Class Units) for the period ended October 31, 2023, are as follows: 10.05% (1 year), 4.03% (3 years), 2.45% (5 years), N/A (10 years), 2.56% (since its inception on May 12, 2014). The corresponding Lipper Leader for Consistent Return ratings of the fund for that same period are as follows: N/A (1 year), 5 (3 years), 5 (5 years) and N/A (10 years). The Lipper Leader for Consistent Return ratings of the fund for the period ended July 31, 2023, are as follows: N/A (1 year), 5 (3 years), 4 (5 years) and N/A (10 years). The fund stands out in the "Multi-Sector Fixed Income fund" category for the 5-year period out of a total of 37 funds by obtaining a digital trophy. The returns posted by the Desjardins RI Emerging Markets Multifactor-Low CO2 ETF (now called Desjardins RI Emerging Markets Multifactor - Net-Zero Emissions Pathway ETF) for the period ended October 31, 2023, are as follows: 15.96% (1 year), 5.76% (3 years), N/A (5 years), N/A (10 years), 1.6% (since its inception on March 7, 2019). The corresponding Lipper Leader for Consistent Return ratings of the ETF for that same period are as follows: N/A (1 year), 3 (3 years), N/A (5 years) and N/A (10 years). The Lipper Leader for Consistent Return ratings of the ETF for the period ended July 31, 2023, are as follows: N/A (1 year), 5 (3 years), N/A (5 years) and N/A (10 years). The ETF stands out in the "Emerging Markets Equity ETF" category for the 3-year period out of a total of 12 ETF by obtaining a digital trophy.
The Desjardins Funds and the Desjardins Exchange Traded Funds (ETFs) 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 and the Desjardins ETFs are offered by registered dealers.