Desjardins Funds

Our Funds and Portfolios give you the means to fulfill your fondest future projects.
You're living a full life. With your current commitments and personal objectives, it can be difficult to get everything done at once. You'll be able to quickly and easily find portfolios that match your investor profile, as well as a comprehensive range of investment funds that meet your needs.

Our Portfolios

  • Chorus II Portfolios
    • Minimum initial investment of $100,000
    • Portfolios split in 2 objectives : Low Volatility and Growth
    • Broad diversification
  • Melodia Portfolios
    • All-in-one solution for investing across different asset classes
    • Portfolios split in 2 objectives: Income and Growth
    • Affordable: initial investment of $5002
  • SocieTerra Portfolios
    • Responsible investments that makes a difference
    • Interesting return potential, sometimes higher than the return on traditional investments3
    • Affordable: initial investment of $5002

Our Funds

  • Desjardins Funds
    • Individual funds in many asset classes
    • World-renowned portfolio managers
    • Tax-friendly and flexible income options
  • SocieTerra Funds
    • Targeted responsible investment strategies that make a difference
    • Interesting return potential, sometimes higher than the return on traditional investments3
    • A perfect complement for your existing portfolio

I'm looking for

  • Low risk
  • Strong-Performing
  • Responsible
  • Investments paying a
    monthly income

Our Portfolio Managers

The top names in the business, working for you.

Desjardins Funds combine our expertise with that of some of the world's top investment portfolio managers. This know-how is put to work for you, to offer a range of innovative and competitive funds, for a portfolio that's right for you.

Our Portfolio Managers

  1. Totalling at least $1,000 the first year minimum investment of $1,000 within the first year
  2. For example, between 2000 and 2015, the socially responsible Jantzi Social Index® outperformed the traditional S&P/TSX 60 Index. The S&P/TSX 60 Index is designed to represent leading companies in leading industries

FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The FundGrade A+® Awards are presented annually by Fundata Canada Inc. to Canadian investment funds that achieve consistently high FundGrade scores through an entire calendar year. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then equally weighted in calculating a monthly FundGrade rating. The FundGrade ratings are divided between five tranches from “A Grade” (superior performance) to “E Grade” (lower performance). The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA (Grade Point Average)-style calculation, where each monthly FundGrade rating from “A” to “E” receives a score from 4 to 0, respectively. A fund's average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. The FundGrade grades are subject to change each month. For more information, please see the FundGrade Awards site. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.

The Desjardins Funds are not guaranteed, their value fluctuates frequently and their past performance is not indicative of their future returns. The indicated rates of return are the historical annual compounded total returns as indicated the date of the present document including changes in securities value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The Desjardins Funds are offered by such registered dealers as the Desjardins Financial Services Firm, a mutual fund dealer belonging to the Desjardins Group that distributes the Funds in caisses throughout Québec and Ontario.

A fee may apply if you redeem your units within 90 business days of your purchase.