Desjardins Funds

Responsible investment funds

Fonds

Desjardins SocieTerra Canadian Bond Fund

Carbon intensity is a measure of the quantity of greenhouse gases (GHGs) emitted by an organization in relation to its revenue (tons of CO2 emitted/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 score on December 31, 2019, of organizations that the Desjardins SocieTerra Canadian Bond Fund invests in compared to organizations in the benchmark, the FTSE Canada Universe Bond 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, 2019, calculated using data from MSCI ESG ©2021 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 carbon intensity of the Desjardins SocieTerra Canadian Bond Fund (Fund) and its benchmark, the FTSE Canada Universe Bond Index, covers all or part of the following types of issuers: corporations, agencies, quasi-sovereign entities and supranational organizations. Governments are not covered by this evaluation. As such, carbon intensity covers about 58% of the Fund and 35% of its benchmark. Furthermore, where a corporation does not disclose its GHG emissions and no estimate has been made by the data provider, the carbon intensity of the parent corporation was considered. The carbon intensity of the parent corporation may not be representative if the nature of its activities differs significantly from that of the corporation. Finally, the GHG reduction associated with environmental bonds was not taken into consideration in the evaluation. In this case, the carbon intensity of the corporation was considered, not that of the projects financed.

Fonds

Desjardins SocieTerra Environmental Bond Fund

Learn more about calculating the CO2 emissions of a car with annual kilometrage of 20,000 km
Source: Mirova SA. The information mentioned above belongs to its respective owners, Mirova and its data providers. The figures provided are from 2020, 2019 and, to a lesser degree, 2018. The contributions are based on the annual impact of the assets held in the Desjardins SocieTerra Environmental Bond Fund portfolio on December 31, 2020. Mirova will not be held liable for any financial loss or decision made or not made on the basis of the information disclosed or for any use that a third party might make of this information. This information is based on present circumstances, intentions and beliefs and may require subsequent modifications. Mirova reserves the right to modify it at any time without notice. No responsibility or liability is accepted by Mirova towards any person for errors, misstatements or omissions in this document or for the adequacy, accuracy, completeness or reasonableness of other such information or documents. Mirova does not guarantee the accuracy, adequacy or completeness of information obtained from external sources included in this document.

Fonds

SocieTerra Canadian Equity Fund

Carbon intensity is a measure of the quantity of greenhouse gases (GHGs) emitted by an organization in relation to its revenue (tons of CO2 emitted/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 score on December 31, 2019, of companies that the Desjardins SocieTerra Canadian Equity Fund invests in compared to companies in the benchmark, the S&P/TSX Composite 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, 2019, calculated using data from MSCI ESG ©2021 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 S&P/TSX Composite Index, the S&P/TSX Venture Composite Index and all other S&P/TSX indices referred to herein are products of S&P Dow Jones Indices LLC or its affiliates ("SPDJI") and of TSX Inc. ("TSX"). Standard & Poor's® and S&P® are registered trademarks of Standard & Poor's Financial Services LLC ("S&P"); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC ("Dow Jones"); and TSX® is a registered trademark of TSX. SPDJI, Dow Jones, S&P, their respective affiliates and TSX do not sponsor, endorse, sell or promote any products based on the S&P/TSX indices and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions or interruptions of the S&P/TSX indices or any data related thereto.

Fonds

SocieTerra American Equity Fund

Carbon intensity is a measure of the quantity of greenhouse gases (GHGs) emitted by an organization in relation to its revenue (tons of CO2 emitted/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 score on December 31, 2019, of companies that the Desjardins SocieTerra American Equity Fund invests in compared to companies in the benchmark, the S&P Composite 1500 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, 2019, calculated using data from MSCI ESG ©2021 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 is a measure of the quantity of greenhouse gases (GHGs) emitted by an organization in relation to its revenue (tons of CO2 emitted/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 score on December 31, 2019, of companies 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, 2019, calculated using data from MSCI ESG ©2021 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 38.5%, compared to 20.2% 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 31%, compared to 15.5% 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 June 30, 2020, 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 Environment Fund

Carbon intensity is a measure of the quantity of greenhouse gases (GHGs) emitted by an organization in relation to its revenue (tons of CO2 emitted/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 score on June 30, 2020, of organizations that the Desjardins SocieTerra Environment Fund invests in compared to companies 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 June 30, 2020, calculated using data from MSCI ESG ©2021 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 329 litres of water per day)

Learn more about the annual production of waste per Canadian (720 kg of waste 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, 2019. 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 Positive Change Fund

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

Learn more about the size of an Olympic pool (3,750 m3 or 3.75 megalitres)
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, 2019. 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.

Fonds

Desjardins SocieTerra Emerging Markets Equity Fund

Carbon intensity is a measure of the quantity of greenhouse gases (GHGs) emitted by an organization in relation to its revenue (tons of CO2 emitted/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 score on December 31, 2019, of companies 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, 2019, calculated using data from MSCI ESG ©2021 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.

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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.