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AWARDS & HONOURS ETFS
Count on us for podium-worthy solutions
YOUR CLIENTS DESERVE AWARD-WINNING PRODUCTS
At the February 1st 2024 edition of the FundGrade A+® Awards ceremony,
Desjardins was recognized for its products, which posted the best risk-adjusted
returns1 and maintained a high FundGrade scores throughout the 2023 calendar
year.
Fund name
CIFSC category*
FundGrade Start Date**
Fund Count
Desjardins Floating Rate Income Fund
Multi-Sector Fixed Income
1/31/2015
139
Desjardins RI Canada Multifactor - Net-Zero Emissions Pathway ETF (DRFC)
Canadian Equity
1/31/2019
360
Desjardins RI Emerging Markets Multifactor - Net-Zero Emissions Pathway ETF
(DRFE)
Emerging Markets Equity
1/31/2020
146
2 guaranteed investment funds (GIFs) offered by Desjardins Financial Security
Life Assurance Company were also awarded the Fundata FundGrade A+® rating. Visit
webi.ca for more information.
*The Canadian Investment Funds Standards Committee (CIFSC) is a Canadian
independent organization that defines the categories of funds.
**The end date for the FundGrade calculation is December 31, 2023 for the period
from January 1, 2023 to December 31, 2023.
OTHER AWARDS 2023
On November 9, 2023 the LSEG Lipper Fund Awards recognized four Desjardins funds
for their consistent risk-adjusted returns2. Among them, two responsible
investment solutions stood out in categories open to all funds.
Winning fund
Fund category
Award
Return period
calculation
Desjardins Floating Rate Income Fund
Multi-Sector Fixed Income
Trophy
3 years
Desjardins RI Emerging Markets Multifactor - Low CO2a ETF (now named Desjardins
RI Emerging Markets Multifactor – Net-Zero Emissions Pathway ETF)
For a 2nd year in a row
Responsible investment ETF
Emerging Markets Equity
Trophy
3 years
Desjardins Overseas Equity Fund
International Equity
Certificate
5 years
Desjardins SocieTerra Cleantech Fund
For a 3rd year in a row
Responsible investment fund
Global Small/Mid Cap Equity
Certificate
5 years
--------------------------------------------------------------------------------
Log in to view our list of awards and honours.
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NOTES
1. FundGrade A+® is used with permission from Fundata Canada Inc., all rights
reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc.
to recognize the “best of the best” among Canadian investment funds. 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 weighted equally in calculating a monthly FundGrade. 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-style calculation, where each monthly FundGrade 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.
For more information, see www.FundGradeAwards.com. 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 Floating Rate Income Fund received the A+ Grade in the
Multi-Sector Fixed Income, out of a total of 139 funds competing in this
category as defined by the Canadian Investment Funds Standards Committee
(CIFSC), a Canadian independent organisation from Fundata. The DFS GIF -
International Equity – MFS received the A+ Grade in the International Equity
category, out of a total of 318 funds competing in this category as defined by
the CIFSC. The DFS GIF – Maximum Growth received the A+ Grade in the Global
Equity Balanced category, out of a total of 797 funds competing in this category
as defined by the CIFSC. The Desjardins RI Canada Multifactor – Net-Zero
Emissions Pathway ETF (DRFC) received the A+ Grade in the Canadian Equity
category, out of a total of 360 funds competing in this category as defined by
the CIFSC. The Desjardins RI Emerging Markets Multifactor – Net-Zero Emissions
Pathway ETF (DRFE) received the A+ Grade in the Emerging Markets Equity
category, out of a total of 146 funds competing in this category as defined by
the CIFSC. This grade is attributed for the period from January 1, 2023 to
December 31, 2023.
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.
DFS Guaranteed Investment Funds are established by Desjardins Financial Security
Life Assurance Company. Helios and DFS Guaranteed Investment Funds are
registered trademarks of Desjardins Financial Security Life Assurance Company.
DESJARDINS INSURANCE refers to Desjardins Financial Security Life Assurance
Company. DESJARDINS, DESJARDINS INSURANCE and related trademarks are trademarks
of the Fédération des caisses Desjardins du Québec used under license.
Desjardins Exchange Traded Funds (ETF) are not guaranteed, their value
fluctuates frequently, and their past performance is not indicative of their
future returns. Commissions, management fees and expenses may all be associated
with mutual fund investments. The indicated rates of return are the historical
annual compounded total returns, 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. Please read the prospectus
before investing. The Desjardins ETF are offered by registered dealers.
Desjardins®, all trademarks containing the word Desjardins, as well as related
logos are trademarks of the Fédération des caisses Desjardins du Québec,used
under licence. [ back ]
2. About the LSEG Lipper Fund Awards
The LSEG Lipper Fund Awards, held annually, highlight funds and fund companies
that have excelled in delivering consistently strong risk-adjusted returns
relative to their peers. The LSEG 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 top 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 Refinitiv Lipper Fund Award. Lipper
Leader ratings are subject to change every month. For more information, see
www.lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to
ensure the accuracy and reliability of the data contained herein, the accuracy
is not guaranteed by LSEG Lipper. LSEG Lipper Fund Awards, ©2023 LSEG. All
rights reserved. Used under license. Data for the LSEG 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 Sustainable Cleantech Fund (Series F) for
the period ended October 31, 2023 are as follows: 5.57% (1 year), 3.67% (3
years), 7.16% (5 years), N/A (10 years), 8.80% (since its inception on June 14,
2016). The corresponding Lipper Leader for Consistent Return ratings of the Fund
for that same period are as follows: N/A (1 year), 5 (3 years), 5 (5 years) and
N/A (10 years). The Lipper Leader for Consistent Return ratings of the fund for
the period ended July 31, 2023 are as follows: N/A (1 year), 5 (3 years), 4 (5
years) and N/A (10 years). The Fund stands out from a total of 25 of its peers
by receiving an award in the ‘’Global Small/Mid Cap Equity Fund’’ category for
the 5-year period.
The returns posted by the Desjardins Overseas Equity Fund (Series F) for the
period ended October 31, 2023 are as follows: 20.89% (1 year), 4.48% (3 years),
7.73% (5 ), N/A (10 years), and 6.26% (since its inception on November 25,
2013). The corresponding Lipper Leader for Consistent Return ratings of the Fund
for that same period are as follows: N/A (1 year), 5 (3 years), 5 (5 years) and
N/A (10 years). The Lipper Leader for Consistent Return ratings of the fund for
the period ended July 31, 2023 are as follows: N/A (1 year), 4 (3 years), 5 (5
years) and N/A (10 years). The Fund stands out from a total of 66 of its peers
by receiving an award in the ‘International Equity fund’’ category for the
5-year period.
The returns posted by the Desjardins Floating Rate Income Fund (F-Class Units)
for the period ended October 31, 2023 are as follows: 10.05% (1 year), 4.03% (3
years), 2.45% (5 years), N/A (10 years), 2.56% (since its inception on May 12,
2014). The corresponding Lipper Leader for Consistent Return ratings of the fund
for that same period are as follows: N/A (1 year), 5 (3 years), 5 (5 years) and
N/A (10 years). The Lipper Leader for Consistent Return ratings of the fund for
the period ended July 31, 2023 are as follows: N/A (1 year), 5 (3 years), 4 (5
years) and N/A (10 years). The Fund stands out among 37 of its peers by
receiving an award in the ‘Multi-Sector Fixed Income Fund’’ category for the
5-year period.
The returns posted by the Desjardins RI Emerging Markets Multifactor-Low CO2 ETF
for the period ended October 31, 2023 are as follows: 15.96% (1 year), 5.76% (3
years), N/A (5 years), N/A (10 years), and 1.6% (since its inception on March 7,
2019). The corresponding Lipper Leader for Consistent Return ratings of the ETF
for that same period are as follows: N/A (1 year), 3 (3 years), N/A (5 years)
and N/A (10 years). The Lipper Leader for Consistent Return ratings of the ETF
for the period ended July 31, 2023 are as follows: N/A (1 year), 5% (3 years),
N/A (5 years) and N/A (10 years). The ETF stands out from 12 of its peers by
receiving an award in the ‘’Emerging Markets Equity ETF’’ category for the
3-year period. [ back ]
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DESJARDINS®, all trademarks containing the word Desjardins,
as well as related logos are trademarks of the Fédération des caisses Desjardins
du Québec, used under licence.
© 1996-2024, Desjardins Funds. All rights reserved.
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