Desjardins Funds
- Overview
- Income Funds
- Balanced Funds
- Canadian Equity Funds
- American Equity Funds
- Global and International Equity Funds
- Specialty Funds
- Responsible investment funds
Balanced Funds
Desjardins Global Balanced Growth Fund (formerly Desjardins Tactical Balanced Fund)
Asset Allocation - as at February 28, 2025
| Weighting | % |
|---|---|
| US Equity | 41.83 |
| Foreign Bonds | 30.99 |
| International Equity | 20.15 |
| Cash and Equivalents | 2.63 |
| Canadian Equity | 1.82 |
| Other Securities | 2.58 |
Desjardins Sustainable Global Balanced Fund
Asset Allocation - as at February 28, 2025
| Weighting | % |
|---|---|
| Foreign Bonds | 35.77 |
| US Equity | 29.06 |
| International Equity | 26.27 |
| Cash and Equivalents | 4.74 |
| Canadian Bonds | 2.78 |
| Canadian Equity | 1.38 |
Desjardins Québec Balanced Fund
Asset Allocation - as at February 28, 2025
| Weighting | % |
|---|---|
| Canadian Equity | 58.58 |
| Canadian Bonds | 39.02 |
| Cash and Equivalents | 2.40 |
Desjardins Global Balanced Strategic Income Fund
Asset Allocation - as at February 28, 2025
| Weighting | % |
|---|---|
| US Equity | 40.02 |
| Foreign Bonds | 33.09 |
| International Equity | 23.68 |
| Cash and Equivalents | 1.88 |
| Canadian Equity | 1.33 |
Desjardins Dividend Balanced Fund (formerly Desjardins Dividend Income Fund)
Asset Allocation - as at February 28, 2025
| Weighting | % |
|---|---|
| Canadian Equity | 37.36 |
| Canadian Bonds | 26.44 |
| US Equity | 18.23 |
| International Equity | 10.88 |
| Cash and Equivalents | 3.81 |
| Income Trust Units | 3.29 |
The chart showing the growth of $10 000 invested in the indicated class-units of the cited Desjardins Fund is used only to illustrate the effects of the compound growth rate and is not intended to reflect or to present future values of the investment fund or returns on investment in the investment fund.
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** Portfolio manager(s) mandated by Desjardins Global Asset Management
† Prices do not include distributions
Should these differ from official prices, the latter will prevail.
Desjardins Funds investment instructions received before 4:00 p.m. (Eastern Time Zone), on a day the Toronto Stock Exchange is open for business (“valuation date”), are carried out at the price in effect on that day. Instructions received after 4:00 PM (Eastern Time Zone), will be processed at the next valuation date's price.
Desjardins 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. Please read the prospectus before investing. Desjardins Funds are offered by registered dealers.