Desjardins Investments is making changes to its mutual fund lineup
Montreal, March 27, 2026 – Desjardins Investments Inc. (“DI”), the manager of Desjardins Funds, is announcing changes to its mutual fund lineup. Desjardins Investments regularly reviews its mutual fund lineup to keep pace with the ever-changing investment needs of financial professionals, investors and clients.
These changes, detailed below, include a change of the risk level of two (2) Desjardins Funds and an adjustment to the investment strategies of the Desjardins Canadian Equity Income Fund.
Changes to the risk level of certain Desjardins Funds
As part of its annual review of the assigned risk levels of investing in the Desjardins Funds, DI announces a change in the risk level assigned to an investment in two (2) Desjardins Funds. The risk level of the Desjardins Sustainable Global Bond Fund will be increased and that of the Desjardins Global Dividends Fund will be lowered, effective March 27, 2026, as follows:
Fonds Desjardins | Previous Risk Level | Updated Risk Level |
Desjardins Sustainable Global Bond Fund | Low | Low to Medium |
Desjardins Global Dividend Fund | Medium | Low to Medium |
Adjustment to the investment strategies of the Desjardins Canadian Equity Income Fund
DI is also announcing that it has approved an adjustment to the investment strategies of the Desjardins Canadian Equity Income Fund in order to increase the threshold applicable to investments in foreign securities. As a result, the maximum threshold of the Fund’s net assets that may be invested in foreign securities will be increased from 15% to 30%.
This adjustment aligns the Fund’s investment limits in foreign securities with the rules established for its class by the Canadian Investment Funds Standards Committee (CIFSC). This change will have no impact on the Fund’s risk level and will take effect on or around March 27, 2026.
DI reserves the right to suspend or postpone the implementation of any of the above-mentioned changes to a later date. The implementation of such changes remains, where applicable, subject to approval by the relevant regulatory authorities.
For further information (media inquiries only):
Public Relations, Desjardins Group
media@desjardins.com