Desjardins Funds

Global and International Equity Funds

Fonds

Desjardins SocieTerra Low Volatility Global Equity Fund

Carbon intensity measures the quantity of greenhouse gases (GHG) emitted by an organization in relation to its revenue (tons of CO2 equivalent/revenue). The GHG emissions considered are the organization’s direct emissions (scope 1), that is, those under its control (for example, emissions resulting from its industrial processes). Indirect GHG emissions resulting from the production and distribution of electricity, heat and steam (scope 2) are also taken into consideration. Carbon intensity can be used to evaluate organizations that stand out from their peers in terms of GHG emissions in their internal activities.
Estimated carbon intensity on December 31, 2022, of organizations that the Desjardins SocieTerra Low Volatility Global Equity Fund invests in compared to companies in the benchmark, the MSCI World Minimum Volatility Index.
A benchmark index is an indicator that measures the changes in a set of securities from issuers with shared characteristics. The index can assess the performance of a specific market and serves as a comparison with the changes in the performance of an investment fund.
Source: Results as at December 31, 2022, calculated using data from MSCI ESG ©2023 MSCI ESG Research LLC. Reproduced by permission; no further distribution. This report contains certain information (the “Information”) sourced from MSCI ESG Research LLC, or its affiliates or information providers (the “ESG Parties”). The Information may only be used for your individual use as an investor, may not be reproduced or re disseminated in any form and may not be used as a basis for or a component of any financial instruments or products or indices. Although they obtain information from sources they consider reliable, none of the ESG Parties warrants or guarantees the originality, accuracy and/or completeness, of any data herein and they expressly disclaim all express or implied warranties, including those of merchantability and fitness for a particular purpose. None of the information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the ESG Parties shall have any liability for any errors or omissions in connection with any data herein, or any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages.

Fonds

Desjardins SocieTerra International Equity Fund

Carbon intensity measures the quantity of greenhouse gases (GHG) emitted by an organization in relation to its revenue (tons of CO2 equivalent/revenue). The GHG emissions considered are the organization’s direct emissions (scope 1), that is, those under its control (for example, emissions resulting from its industrial processes). Indirect GHG emissions resulting from the production and distribution of electricity, heat and steam (scope 2) are also taken into consideration. Carbon intensity can be used to evaluate organizations that stand out from their peers in terms of GHG emissions in their internal activities.
Estimated carbon intensity on December 31, 2022, of organizations that the Desjardins SocieTerra International Equity Fund invests in compared to companies in the benchmark, the MSCI EAFE Index.
A benchmark index is an indicator that measures the changes in a set of securities from issuers with shared characteristics. The index can assess the performance of a specific market and serves as a comparison with the changes in the performance of an investment fund.
Source: Results as at December 31, 2022, calculated using data from MSCI ESG ©2023 MSCI ESG Research LLC. Reproduced by permission; no further distribution. This report contains certain information (the “Information”) sourced from MSCI ESG Research LLC, or its affiliates or information providers (the “ESG Parties”). The Information may only be used for your individual use as an investor, may not be reproduced or re disseminated in any form and may not be used as a basis for or a component of any financial instruments or products or indices. Although they obtain information from sources they consider reliable, none of the ESG Parties warrants or guarantees the originality, accuracy and/or completeness, of any data herein and they expressly disclaim all express or implied warranties, including those of merchantability and fitness for a particular purpose. None of the information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the ESG Parties shall have any liability for any errors or omissions in connection with any data herein, or any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages.

Fonds

Desjardins SocieTerra Global Dividend Fund

Carbon intensity measures the quantity of greenhouse gases (GHG) emitted by an organization in relation to its revenue (tons of CO2 equivalent/revenue). The GHG emissions considered are the organization’s direct emissions (scope 1), that is, those under its control (for example, emissions resulting from its industrial processes). Indirect GHG emissions resulting from the production and distribution of electricity, heat and steam (scope 2) are also taken into consideration. Carbon intensity can be used to evaluate organizations that stand out from their peers in terms of GHG emissions in their internal activities.
Estimated carbon intensity on December 31, 2022, of organizations that the Desjardins SocieTerra Global Dividend Fund invests in compared to companies in the benchmark, the MSCI World Index.
A benchmark index is an indicator that measures the changes in a set of securities from issuers with shared characteristics. The index can assess the performance of a specific market and serves as a comparison with the changes in the performance of an investment fund.
Source: Results as at December 31, 2022, calculated using data from MSCI ESG ©2023 MSCI ESG Research LLC. Reproduced by permission; no further distribution. This report contains certain information (the “Information”) sourced from MSCI ESG Research LLC, or its affiliates or information providers (the “ESG Parties”). The Information may only be used for your individual use as an investor, may not be reproduced or re disseminated in any form and may not be used as a basis for or a component of any financial instruments or products or indices. Although they obtain information from sources they consider reliable, none of the ESG Parties warrants or guarantees the originality, accuracy and/or completeness, of any data herein and they expressly disclaim all express or implied warranties, including those of merchantability and fitness for a particular purpose. None of the information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the ESG Parties shall have any liability for any errors or omissions in connection with any data herein, or any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages.

Fonds

Desjardins SocieTerra Diversity Fund

The percentage of women on the Boards of the companies included in the Desjardins SocieTerra Diversity Fund managed by Lazard is 41%, compared to 30% for companies in the Fund’s benchmark, the MSCI All Country World Index.
A benchmark index is an indicator that measures the changes in a set of securities from issuers with shared characteristics. The index can assess the performance of a specific market and serves as a comparison with the changes in the performance of an investment fund.

The percentage of women on the executive committees of the companies included in the Desjardins SocieTerra Diversity Fund managed by Lazard is 33%, compared to 22% for companies in the Fund’s benchmark, the MSCI All Country World Index.
A benchmark index is an indicator that measures the changes in a set of securities from issuers with shared characteristics. The index can assess the performance of a specific market and serves as a comparison with the changes in the performance of an investment fund.
Source: Lazard Asset Management LLC. Results as at December 31, 2022, calculated using simple averages. The information is provided in response to a specific request from Desjardins and remains the property of Lazard Asset Management LLC (Lazard). Reproduced with permission by Desjardins; no further distribution. The information is for Desjardins use only and may not be reproduced or distributed in any form. Certain information included herein is derived by Lazard in part from an MSCI index or indices (the “Index Data”). However, MSCI has not reviewed this product or report, and does not endorse or express any opinion regarding this product or report or any analysis or other information contained herein or the author or source of any such information or analysis. MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any Index Data or data derived therefrom. Information and opinions presented have been obtained or derived from sources believed by Lazard to be reliable. Lazard makes no representation as to their accuracy or completeness. All opinions expressed herein are as of the date of this presentation and are subject to change. This material is for informational purposes only. It is not intended to and does not constitute financial advice, fund management services, an offer of financial products or an offer to enter into any contract or investment agreement in respect of any product offered by Lazard and shall not be considered as an offer or solicitation with respect to any product, security or service in any jurisdiction or in any circumstances in which such offer or solicitation is unlawful or unauthorized or otherwise restricted or prohibited.

Fonds

Desjardins SocieTerra Global Opportunities Fund (formerly Desjardins SocieTerra Environment Fund)

Carbon intensity measures the quantity of greenhouse gases (GHG) emitted by an organization in relation to its revenue (tons of CO2 equivalent/revenue). The GHG emissions considered are the organization’s direct emissions (scope 1), that is, those under its control (for example, emissions resulting from its industrial processes). Indirect GHG emissions resulting from the production and distribution of electricity, heat and steam (scope 2) are also taken into consideration. Carbon intensity can be used to evaluate organizations that stand out from their peers in terms of GHG emissions in their internal activities.
Estimated carbon intensity on December 31, 2022, of organizations that the Desjardins SocieTerra Global Opportunities Fund invests in compared to organizations in the benchmark, the MSCI All Country World Index.
A benchmark index is an indicator that measures the changes in a set of securities from issuers with shared characteristics. The index can assess the performance of a specific market and serves as a comparison with the changes in the performance of an investment fund.
Source: Results as at December 31, 2022, calculated using data from MSCI ESG ©2023 MSCI ESG Research LLC. Reproduced by permission; no further distribution. This report contains certain information (the “Information”) sourced from MSCI ESG Research LLC, or its affiliates or information providers (the “ESG Parties”). The Information may only be used for your individual use as an investor, may not be reproduced or re disseminated in any form and may not be used as a basis for or a component of any financial instruments or products or indices. Although they obtain information from sources they consider reliable, none of the ESG Parties warrants or guarantees the originality, accuracy and/or completeness, of any data herein and they expressly disclaim all express or implied warranties, including those of merchantability and fitness for a particular purpose. None of the information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the ESG Parties shall have any liability for any errors or omissions in connection with any data herein, or any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages.

Fonds

Desjardins SocieTerra Positive Change Fund

Learn more about calculating the CO2 emissions of a car with annual kilometrage of 20,000 km

Source: Baillie Gifford Overseas Limited. The contributions are based on the annual impact of the assets held in the Desjardins SocieTerra Positive Change Fund portfolio on December 31, 2022. For those holdings that have been in the portfolio for less than the full year, no attempt has been made to pro-rate the contribution. However, as we have a time horizon and aim to invest in our holdings for five to ten years or longer, portfolio turnover will be low. Headline Impact Data, while providing an indication of the impact of the portfolio, are vulnerable to inconsistencies. This may be due to underlying assumptions. How companies measure and report is not always uniform and, in some cases, requires conversion to allow for aggregation across the portfolio. Where information is not available, we do not include a company’s contribution within the Headline Impact Data snapshot. In time we hope to be able to encourage companies to increase their reporting. Data for CO2e saved is based on company reporting which is either in CO2 or CO2e; the aggregate data is presented as CO2e as this is the most conservative approach. Data related to money spent on healthcare services and prevention and disease is presented to date, covering multiple years.

Fonds

Desjardins SocieTerra International Small Cap Equity Fund

Carbon intensity measures the quantity of greenhouse gases (GHG) emitted by an organization in relation to its revenue (tons of CO2 equivalent/revenue). The GHG emissions considered are the organization’s direct emissions (scope 1), that is, those under its control (for example, emissions resulting from its industrial processes). Indirect GHG emissions resulting from the production and distribution of electricity, heat and steam (scope 2) are also taken into consideration. Carbon intensity can be used to evaluate organizations that stand out from their peers in terms of GHG emissions in their internal activities.
Estimated carbon intensity on December 31, 2022, of organizations that the Desjardins SocieTerra International Small Cap Equity Fund invests in compared to companies in the benchmark, the MSCI ACWI ex USA Small Cap Index.
A benchmark index is an indicator that measures the changes in a set of securities from issuers with shared characteristics. The index can assess the performance of a specific market and serves as a comparison with the changes in the performance of an investment fund.
Source: Results as at December 31, 2022, calculated using data from MSCI ESG ©2023 MSCI ESG Research LLC. Reproduced by permission; no further distribution. This report contains certain information (the “Information”) sourced from MSCI ESG Research LLC, or its affiliates or information providers (the “ESG Parties”). The Information may only be used for your individual use as an investor, may not be reproduced or re disseminated in any form and may not be used as a basis for or a component of any financial instruments or products or indices. Although they obtain information from sources they consider reliable, none of the ESG Parties warrants or guarantees the originality, accuracy and/or completeness, of any data herein and they expressly disclaim all express or implied warranties, including those of merchantability and fitness for a particular purpose. None of the information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the ESG Parties shall have any liability for any errors or omissions in connection with any data herein, or any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages.

Fonds

Desjardins SocieTerra Cleantech Fund

Learn more about calculating the CO2 emissions of a car with annual kilometrage of 20,000 km

Learn more about the average annual residential water consumption per Canadian (about 215 litres of water per day)

Learn more about annual waste production per Canadian (approximately 694 kg on average)
Source: Impax Asset Management Limited. The strategy’s past performance does not guarantee future performance. Impact of CA$10 million invested in the strategy for one year. Based on the most recently published annual environmental data for Desjardins SocieTerra Cleantech Fund holdings on December 31, 2022. The impact methodology used by Impax is based on the company’s net value.
The information in this document is provided solely for illustration and discussion purposes and may be changed without warning. The information and any opinions contained in this document have been compiled in good faith, but no representation or warranty, express or implied, is made to their accuracy, completeness or correctness. Impax, its officers, employees, representatives and agents expressly advise that they shall not be liable in any respect whatsoever for any loss or damage, whether direct, indirect, consequential or otherwise however arising (whether in negligence or otherwise) out of or in connection with the contents of or any omissions from this document. This document does not constitute an offer to sell, purchase, subscribe for or otherwise invest in units or shares of any fund managed by Impax.

Fonds

Desjardins SocieTerra Emerging Markets Equity Fund

Carbon intensity measures the quantity of greenhouse gases (GHG) emitted by an organization in relation to its revenue (tons of CO2 equivalent/revenue). The GHG emissions considered are the organization’s direct emissions (scope 1), that is, those under its control (for example, emissions resulting from its industrial processes). Indirect GHG emissions resulting from the production and distribution of electricity, heat and steam (scope 2) are also taken into consideration. Carbon intensity can be used to evaluate organizations that stand out from their peers in terms of GHG emissions in their internal activities.
Estimated carbon intensity on December 31, 2022, of organizations that the Desjardins SocieTerra Emerging Markets Equity Fund invests in compared to companies in the benchmark, the MSCI Emerging Markets Index.
A benchmark index is an indicator that measures the changes in a set of securities from issuers with shared characteristics. The index can assess the performance of a specific market and serves as a comparison with the changes in the performance of an investment fund.
Source: Results as at December 31, 2022, calculated using data from MSCI ESG ©2023 MSCI ESG Research LLC. Reproduced by permission; no further distribution. This report contains certain information (the “Information”) sourced from MSCI ESG Research LLC, or its affiliates or information providers (the “ESG Parties”). The Information may only be used for your individual use as an investor, may not be reproduced or re disseminated in any form and may not be used as a basis for or a component of any financial instruments or products or indices. Although they obtain information from sources they consider reliable, none of the ESG Parties warrants or guarantees the originality, accuracy and/or completeness, of any data herein and they expressly disclaim all express or implied warranties, including those of merchantability and fitness for a particular purpose. None of the information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the ESG Parties shall have any liability for any errors or omissions in connection with any data herein, or any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages.

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.

Fidelity Investments Canada is a registered trademark of 483A Bay Street Holdings LP. Used with permission.

Fiera has retained the services of PineStone Asset Management Inc. (formerly StonePine Asset Management Inc.) who provides sub-advisory services to Fiera for the Desjardins Overseas Equity 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.