Information Centre

About Desjardins Funds

Awards & Honours

Desjardins Funds regularly receive honours from national investment fund ratings agencies. These prestigious awards reflect our commitment and pride in offering you quality investments overseen with rigour and consistency by a seasoned team of portfolio managers.

With Desjardins Funds you can invest with total confidence, freeing you to live life to the fullest knowing your investments are in good hands.

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Montreal area: 514-CAISSES
Toll free number: 1-800-CAISSES

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  1. The Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods. The highest 20% of funds in each classification are named Lipper Leaders for Consistent Return and receive a rating of 5; the next 20% receive a rating of 4; the middle 20% are rated 3; the next 20% are rated 2; and the lowest 20% are rated 1. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification per award universe wins the Lipper Fund Award. Lipper Leader ratings are subject to change every month. For more information, see Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.

    Data for the Lipper Fund Awards is aggregated until the end of July of any given year and results are published in November of that year. The returns posted by the Desjardins Québec Balanced Fund (A-Class Units) for the period ended September 30, 2019 are as follows: 7.13% (1 year), 3.98% (3 years), 5.44% (5 years), 7.35% (10 years), 6.78% (since its inception on June 20, 1997). The corresponding Lipper Leader for Consistent Return ratings of the fund for that same period are as follows: 2 (3 years), 4 (5 years) and 5 (10 years). The Lipper Leader Consistent Return ratings of the fund for the period ended July 2019 are as follows: 3 (3 years), 4 (5 years) and 5 (10 years).

    The 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. The indicated rates of return are the historical annual compounded total returns, including changes in unit value and reinvestment of all distributions and do not consider sales, redemption, distribution or other optional charges, or income taxes payable by any security holder, that would have reduced returns. The Desjardins Funds are offered by registered dealers. Back