Desjardins Funds
Learn more about our management fees:
Our Funds and Portfolios can help you make your projects a reality.
You're living a full life. Between your current commitments and personal objectives, it can be difficult to get everything done at
once. We can help you quickly and easily find portfolios that match your investor profile, as well as a comprehensive range of investment funds that meet your needs.
Our Portfolios
- Chorus II Portfolios
- Minimum initial investment of $100,000
- Portfolios split between 2 objectives: Low Volatility and Growth
- Broad diversification
- Melodia Portfolios
- All-in-one solution for investing across different asset classes
- Portfolios split between 2 objectives: Income and Growth
- Affordable: initial investment of $5002
- Desjardins Sustainable Portfolios
- Responsible investments that make a difference
- Interesting return potential, sometimes higher than the return on traditional investments3
- Affordable: initial investment of $5002
Our Funds
- Desjardins Funds
- Individual funds in many asset classes
- World-renowned portfolio managers
- Tax-friendly and flexible income options
- Desjardins Sustainable Funds
- Targeted responsible investment strategies that make a difference
- Interesting return potential, sometimes higher than the return on traditional investments3
- A perfect complement to your existing portfolio
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Our Portfolio Managers
Well-diversified investment solutions
Desjardins excels at adopting an approach that draws on its in-house capabilities combined with the expertise of some of the most seasoned investment portfolio managers in the world. This approach enables Desjardins to offer a range of innovative and competitive funds that meet investors' different needs.
Visit our Information Centre
GET A PORTFOLIO OR A DESJARDINS FUND
SO
EASY
Online
Get or renew your savings products on AccèsD
By phone
Montreal area:
514-CAISSES (514-224-7737)
Toll free number:
1-800-CAISSES (1-800-224-7737)
- Totalling at least $1,000 the first year minimum investment of $1,000 within the first year
- For example, between 2000 and 2015, the socially responsible Jantzi Social Index® outperformed the traditional S&P/TSX 60 Index. The S&P/TSX 60 Index is designed to represent leading companies in leading industries
The Refinitiv 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 Refinitiv 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 wins the Refinitiv Lipper Fund Award. Lipper Leader ratings are subject to change every month. For more information, see www.lipperfundawards.com. Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper. Refinitiv Lipper Fund Awards, ©2021 Refinitiv. All rights reserved. Used under license.
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 as indicated the date of the present document including changes in securities value and reinvestment of all distributions and do not take into account sales, redemption, distribution or 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 such registered dealers as the Desjardins Financial Services Firm, a mutual fund dealer belonging to the Desjardins Group that distributes the Funds in caisses throughout Québec and Ontario.
A fee may apply if you redeem your units within 90 business days of your purchase.
