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SocieTerra Portfolios

Quick facts

  • Main feature: turnkey solution for socially-responsible investment
  • Minimum deposit: $1,000 or regular instalments of at least $25 for an annual amount of $1,000
  • Redemption terms: access to capital at any time
  • Transaction fees: none (no purchase, redemption or exchange fees)
Get this product 10 reasons to choose Desjardins

Who should get this investment?

Investors who want to invest their money based on their values. Ideal if you want to help advance companies' environmental, social and governance practices. Your assets are invested in the way that best matches your investor profile, with regular portfolio rebalancing to keep your investments in line with your profile.

Features

Minimum deposit
$1,000 or regular instalments of at least $25 for an annual amount of $1,000.
Find out more about investing by instalments
Eligible for these plans
  • Registered plans: RRSPs, TFSAs (only available in caisse), RRIFs, LIRAs and LIFs.
  • Non-registered plans.
Other
  • Regular readjustments so your investments are always in line with your investor profile.
  • Entitles you to potential member dividends.
    Find out more about member dividends.
  • Use this investment to:
    • Combine your financial objectives with your personal values.
    • Achieve sound diversification with a single investment.
    • Take advantage of market opportunities.
    • Minimize portfolio volatility.
    • Ensure that your long-term investment goals are met.

Find out more

Visit the SocieTerra Portfolios site.

How to get this product
At the caisse At the caisse
Make an appointment with a caisse advisor:
At a Desjardins Business Centre At a Desjardins Business Centre
Make an appointment with an account manager at a Desjardins Business Centre.
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