Press releases

Desjardins Financial Security makes changes to its guaranteed investment fund lineup

November 25, 2024

Montreal, November 25, 2024 – Desjardins Financial Security Life Assurance Company (DFS) is announcing changes to its guaranteed investment fund lineup. The changes, which are described in detail below, include updates to the Wise ETF portfolios and new names.

DFS frequently reviews the guaranteed investment funds it offers to make sure they continue to meet the ever-changing needs of financial advisors and investors.

Changes and new option for Wise ETF portfolios

DFS is announcing the launch today of the new DFS GIF – Balanced – Desjardins Wise ETF available under Helios2 for Series 6, 7, 8, 6F and 8F, as well as under Helios for Series 5. The new portfolio will have a target allocation of 50% fixed-income securities and 50% equities.

In addition, DFS is also making some changes to the names of certain existing DFS GIF – Desjardins Wise ETF portfolios and target allocations have been updated.

Here’s a summary of the changes:

Former name	New name	Former name in French	New name in French	Former target allocation	New target allocation
DFS GIF – Balanced – Desjardins Wise ETF	DFS GIF – Moderate – Desjardins Wise ETF	DSF FPG – Équilibré – Desjardins FNB Avisé	DSF FPG – Modéré – Desjardins FNB Avisé	60% fixed income 40% equity	65% fixed income 35% equity
DFS GIF – Conservative – Desjardins Wise ETF	No change	DSF FPG – Conservateur – Desjardins FNB Avisé	No change	80% fixed income 20% equity	75% fixed income 25% equity
DFS GIF – Maximum Growth – Desjardins Wise ETF	DFS GIF – Aggressive – Desjardins Wise ETF	DSF FPG – Croissance maximale – Desjardins FNB Avisé	DSF FPG – Audacieux – Desjardins FNB Avisé	20% fixed income 80% equity	No change

Name changes as of November 25, 2024

In addition, DFS is changing the names of its existing DFS GIF – Desjardins SocieTerra portfolios and of the DFS GIF – Global Balanced – Desjardins SocieTerra fund. They will be renamed DFS GIF – Desjardins Sustainable and DFS GIF – Global Balanced – Desjardins Sustainable, respectively. The names of these guaranteed investment funds will not change in French.

Here is the list of name changes:

Current name	New name
DFS GIF – Conservative – Desjardins SocieTerra	DFS GIF – Conservative – Desjardins Sustainable
DFS GIF – Moderate – Desjardins SocieTerra	DFS GIF – Moderate – Desjardins Sustainable
DFS GIF – Balanced – Desjardins SocieTerra	DFS GIF – Balanced – Desjardins Sustainable
DFS GIF – Growth – Desjardins SocieTerra	DFS GIF – Growth – Desjardins Sustainable
DFS GIF – Maximum Growth – Desjardins SocieTerra	DFS GIF – Maximum Growth – Desjardins Sustainable
DFS GIF – 100% Equity – Desjardins SocieTerra	DFS GIF – 100% Equity – Desjardins Sustainable
DFS GIF – Global Balanced – Desjardins SocieTerra	DFS GIF – Global Balanced – Desjardins Sustainable

DFS will also be changing the names of the following 3 guaranteed investment funds in English and French:

Former name in English	New name in English	Former name in French	New name in French
DFS GIF – Dividend Income – Desjardins	DFS GIF – Dividend Balanced – Desjardins	DSF FPG – Revenu de dividendes – Desjardins	DSF FPG – Équilibré de dividendes – Desjardins
DFS GIF – Canadian Equity – Franklin Bissett	DFS GIF – Canadian Equity – Franklin ClearBridge	DSF FPG – Actions canadiennes – Franklin Bissett	DSF FPG – Actions canadiennes – Franklin ClearBridge
DFS GIF – Small Cap – Franklin Bissett	DFS GIF – Canadian Small Cap – Franklin ClearBridge	DSF FPG – Sociétés à petite capitalisation – Franklin Bissett	DSF FPG – Sociétés canadiennes à petite capitalisation – Franklin ClearBridge

For more information (media inquiries only):
Public Relations
514-281-7000 or 1-866-866-7000, ext. 5553436
media@desjardins.com