Six guaranteed investment funds (GIFs) from Desjardins Financial Security were rewarded for their performance in 2024 at the annual Fundata FundGrade A+® awards ceremony held on February 6, 2025.
In addition, one Desjardins Investments Inc.
mutual fund and 2
Exchange Traded Funds (ETFs) earned a Fundata FundGrade A+® rating. Visit
Desjardinsfunds.com for more information.
Learn more about our
GIFs and Helios2 Contract.
* 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, 2024 for the period from January 1, 2024 to December 31, 2024.
® A+ and FundGrade A+ are registered trademarks of Fundata Canada Inc
Legal notice
The rating FundGrade A+® is used with permission from Fundata Canada Inc. All rights reserved. Fundata is a leading provider of stock market and investment fund data to the Canadian financial services industry and business media. The FundGrade A+® rating identifies funds that have consistently demonstrated the best risk-adjusted returns over a full calendar year. 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, Sortino and information ratios. The score for each ratio is calculated individually, covering each time period from two to ten years. The scores are then weighted equally by calculating a monthly FundGrade. The FundGrades are divided into 5 levels, from “A” (outperforming) to “E” (underperforming). The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the middle 40%, a C Grade; the next 20%, a D Grade; and the bottom 10%, an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® rating is based on a GPA (grade point average)-style calculation. Monthly FundGrade ratings of “A” to “E” are assigned values of 4 to 0. A fund’s average score determines its GPA. Any fund with a GPA of 3.5 or greater is rated A+. For more information, please visit www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, it makes no guarantees as to the accuracy of such data.
The
Desjardins RI Canada Multifactor - Net-Zero Emissions Pathway ETF, previously called the Desjardins RI Canada Multifactor – Low CO2 ETF, received an A+ rating in the Canadian Equity category, which included 158 funds. The
Desjardins RI Emerging Markets Multifactor – Net-Zero Emissions Pathway ETF, previously called the Desjardins RI Emerging Markets Multifactor – Low CO2 ETF, received an A+ rating in the Emerging Markets Equity category, which included 74 funds. The
Desjardins Floating Rate Income Fund earned an A+ rating in the Multi-Sector Fixed Income category, which included 51 funds. The
DFS GIF – Maximum Growth earned an A+ in the Global Equity Balanced category, which included 170 funds. The
DFS GIF – Canadian Balanced – Fiera Capital earned an A+ in the Canadian Equity Balanced category, which included 81 funds. The
DFS GIF – Canadian Balanced – CI earned an A+ in the Canadian Neutral Balanced category, which included 102 funds. The
DFS GIF – Canadian Income and Growth – CI earned an A+ in the Global Neutral Balanced category, which included 152 funds. The
DFS GIF – U.S. Monthly Income – Fidelity earned an A+ in the Global Neutral Balanced category, which included 152 funds. Finally, the
DFS GIF – International Equity – MFS earned an A+ in the International Equity category, which included 48 funds. These ratings are for the period from January 1, 2024, to December 31, 2024, and all categories are defined by the Canadian Investment Funds Standards Committee (CIFSC), an independent Canadian organization.
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. 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 licence.
Desjardins exchange-traded funds are not guaranteed, their value fluctuates frequently and their past performance is not indicative of their future returns. Commissions, management fees and other fees may be associated with exchange-traded fund investments. Please read the prospectus before investing. Desjardins Investments Inc. is the manager of Desjardins Exchange Traded Funds. Desjardins exchange-traded funds are offered by registered dealers.
Desjardins®, trademarks containing the word Desjardins, as well as related logos are trademarks of the
Fédération des caisses Desjardins du Québec, used under licence.
Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company.
