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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.




	Online	Fill out the form


	By phone (Members)	Montreal area: 514-CAISSES (514-224-7737) Elsewhere in Canada and the U.S.: 1-800-CAISSES (1-800-224-7737)


	At the caisse	Make an appointment with a caisse advisor: online by phone