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Rates of return for group retirement savings products

See the rates of return on investments offered under our group retirement savings plans.

Unless otherwise specified, returns in bold include the historical returns of the underlying funds or strategy.

Certain Funds may not be offered under your retirement plan. Past performance is no assurance or indicator of future returns. Fidelity ClearPath ® is a registered trademark of FMR Corp. Used with permission. BlackRock ® is a registered trademark of BlackRock Finance, Inc. Used under licence. LifePath ® is a registered trademark of BlackRock Institutional Trust Company, N.A. Used with permission. The name of the fund was changed on April 23, 2021, following a replacement of the underlying fund that was also managed by Fidelity Investments. BlackRock, Inc. has managed this fund since January 31, 2017. Between October 2014 and January 2017, the fund was managed by State Street Global Advisors. Between March 1997 and October 2014, the fund was managed by Fiera Capital Corporation. Desjardins Investments Inc. has managed this fund since July 13, 2016. Between June 2011 and July 2016, the fund was managed by Fiera Capital Corporation. Desjardins Global Asset Management Inc has managed this fund since February 18, 2020. Between June 2010 and February 17, 2020, the fund was managed by Desjardins Investments Inc. Returns calculated before April 2022 are simulated according to the allocation of SocieTerra Portfolios in force before this date. The name of the fund was changed from "Multi-management" to "Progression" on January 3, 2022. The fund became a multi-management fund on April 23, 2021. Between May 2007 and April 23, 2021, the fund was managed by Desjardins Global Asset Management Inc. The name of the fund was changed from "Desjardins Responsible Fixed Income" to "SocieTerra Fixed Income" on September 23, 2022, and to "Desjardins Sustainable Fixed Income" on April 30, 2024. The name of the fund was changed from "Desjardins Responsible Growth" to "SocieTerra Equity" on September 23, 2022, and to "Desjardins Sustainable Equity" on April 30, 2024. The name of the fund was changed from "SocieTerra Secure" to "Desjardins Sustainable Secure" on April 30, 2024, and to "Desjardins Sustainable Conservative" on September 20, 2024. The name of the fund was changed from "SocieTerra Moderate" to "Desjardins Sustainable Moderate" on April 30, 2024. The name of the fund was changed from "SocieTerra Balanced" to "Desjardins Sustainable Balanced" on April 30, 2024. The name of the fund was changed from "SocieTerra Growth" to "Desjardins Sustainable Growth" on April 30, 2024. The name of the fund was changed from "SocieTerra Aggressive" to "Desjardins Sustainable Aggressive" on April 30, 2024. The name of the fund was changed from "Desjardins SocieTerra Environmental Bond (Mirova)" to "Desjardins Sustainable Environmental Bond (Mirova)" on April 30, 2024. The name of the fund was changed from "Desjardins SocieTerra Positive Change (Baillie Gifford)" to "Desjardins Sustainable Positive Change (Baillie Gifford)" on April 30, 2024. The name of the fund was changed from "Desjardins SocieTerra Cleantech Equity (Impax)" to "Desjardins Sustainable Cleantech Equity (Impax)" on April 30, 2024. The name of the fund was changed from "Desjardins Enhanced Bond (AllianceBernstein)" to "Desjardins Enhanced Bond (DGAM)" on November 18, 2024. The name of the fund was changed from "Desjardins Canadian Small Cap Equity (Fiera)" to "Desjardins Canadian Small Cap Equity (PICTON)" on February 17, 2026.