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Desjardins Funds with 4- and 5-star Morningstar ratings

Desjardins Funds are ranked among the best! These funds, including responsible investment solutions, have 4- and 5-star Morningstar ratings. Offer your clients Desjardins Funds, products that stand out.

Performance Data1

Funds (F-Class) and ETFs 2020 FundGrade Rating Morningstar Overall Rating2 1 year 3 years 5 years Since Inception Inception Date
Desjardins Global Tactical Bond Fund A+

5 stars

0.78 7.02 5.65 5.02 11/2013
Desjardins RI Canada - Low CO2 Index ETF

5 stars

29.96 18.89 - 13.26 09/2018
Desjardins American Equity Growth Fund A+

5 stars

12.73 26.98 22.28 19.46 11/2013
Desjardins Overseas Equity Fund

5 stars

15.75 18.87 13.07 8.81 11/2013
Desjardins Overseas Equity Growth Fund A+

5 stars

-4.98 28.92 21.84 15.27 11/2013
Desjardins SocieTerra Positive Change Fund

5 stars

8.20 34.31 - 25.96 09/2018
Desjardins SocieTerra Cleantech Fund A+

5 stars

17.21 24.72 15.81 16.28 06/2016
Desjardins 1-5 Year Laddered Canadian Corporate Bond ETF

4 stars

-1.02 3.28 - 2.27 04/2017
Desjardins SocieTerra Environmental Bond Fund

4 stars

-2.42 4.19 2.85 2.28 06/2016
Desjardins Global Balanced Strategic Income Fund

4 stars

10.87 10.19 7.81 7.72 06/2016
Desjardins Canadian Equity Fund

4 stars

21.48 16.10 8.85 9.08 11/2016
Desjardins Canadian Small Cap Equity Fund

4 stars

24.65 23.54 10.08 9.55 11/2013
Desjardins RI USA - Low CO2 Index ETF

4 stars

24.32 23.50 - 18.10 09/2018
Desjardins American Equity Growth Currency Neutral Fund

4 stars

13.06 28.08 22.08 19.57 04/2016
Desjardins SocieTerra American Equity Fund A+, RI A+

4 stars

22.11 27.38 19.64 20.20 06/2016
Desjardins Global Equity Fund

4 stars

18.64 17.12 - 11.63 07/2018
Desjardins Global Equity Growth Fund A+

4 stars

6.39 20.99 16.55 13.43 01/2015
Desjardins Emerging Markets Opportunities Fund

4 stars

-1.75 11.83 10.35 7.88 11/2013
SocieTerra Portfolios 2020 FundGrade Rating Morningstar Overall Rating2 1 year 3 years 5 years Since Inception Inception Date
Desjardins SocieTerra Conservative

4 stars

1.35 7.49 5.22 5.15 11/2013
Desjardins SocieTerra Balanced

4 stars

5.43 11.01 7.37 6.74 11/2013
Desjardins SocieTerra Growth

4 stars

7.24 12.55 8.36 7.71 11/2013
Desjardins SocieTerra Maximum Growth

4 stars

10.71 15.47 10.20 9.36 11/2013

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  1. 1. Annualized performance as at December 31, 2021
  2. 2. As of December 31, 2021. The Morningstar Rating TM for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Risk-Adjusted Return relates the risk-adjusted performance of a fund to its peers with the same CIFSC (Canadian Investment Funds Standards Committee) fund category for the period ended as noted and is subject to change monthly. The Morningstar Rating does not include any adjustment for sales loads. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period has the greatest impact because it is included in all three rating periods. Please refer to www.morningstar.ca for more details on the calculation of Morningstar Risk-Adjusted Ratings.

© 2021 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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 of December 31, 2021 including changes in securities value and reinvestment of all distributions and do not consider sales, redemption, distribution or other 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 registered dealers.