Passive strategies starting at 0.05%
New Desjardins Index ETFs
Robust, innovative solutions that give excellent value for money
Desjardins offers you a family of exchange-traded funds (ETFs) in 4 categories:
- Responsible investment
- Alternative
- Fixed income
- Index
All independent investors now have access to the Desjardins ETFs since they're available for trade on the Toronto Stock Exchange.
Responsible Investment (RI) ETFs
Desjardins responsible investment ETFs are investment solutions designed to provide attractive return potential and promote sustainable community development.
3 approaches in our RI ETF lineup!
Net-zero emissions pathway ETFs (formely low CO2 ETFs)
Net-zero emissions pathway ETFs seek to gradually chip away at financed emissions compared to 2020 levels, supporting the probability that annual decreases achieve net-zero emissions by 2050. This strategy is consistent with industry best practices and doesn’t compromise on performance. The ETFs are designed to :
- Benefit from growth across all economic sectors.
- Reduce exposure to the worst emitters.
- Maintain sound industry and geographic diversification.
- Enhance risk control with active quantitative management.
- Encourage companies to cut emissions.
Emissions reductions are achieved at the level of each ETF's total financed emissions, regardless of the emissions reduction policies of the companies held within it. However, to reach the net zero financed emissions target, exposure to the largest emitters will need to be cut back if they do not take concrete action to reduce their own emissions.
What are financed emissions?
Financed emissions are greenhouse gas emissions created by the companies in which a fund is invested. Investments into the fund are essentially financing these emissions.
A fund's financed emissions are equivalent to its share of the total emissions of the companies in which it is invested, based on the value of the securities it holds.
They exclude companies that:
- Apply ESG practices deemed inadequate
- Profit from controversial weapons
- Profit from the production or manufacturing of tobacco or thermal coal
Fossil Fuel Reserves Free ETF
The Desjardins RI Global Multifactor – Fossil Fuel Reserves Free ETF is an opportunity to invest in companies with no exposure to the traditional energy sector (coal, oil and gas) to reduce the risks associated with the energy transition.
How? By excluding companies that:
- Own fossil fuel reserves
- Are categorized in the fossil fuel sector
- Earn a significant share of revenues from fossil fuels
- Produce a significant share of electricity from thermal coal
It also excludes companies that:
- Lag behind the competition in their ESG practices
- Profit from selling controversial weapons or from tobacco production or manufacturing
- Are involved in critical controversies
| Responsible Investment (RI) ETFs | Ticker |
|---|---|
| Desjardins RI Global Multifactor – Fossil Fuel Reserves Free ETF External link | DRFG |
Desjardins Sustainable ETF
The Desjardins Sustainable American Equity ETF invests in American companies that are current or emerging ESG leaders in their sector.
Excludes companies involved in:
- Production and specialized transportation of fossil fuels
- Civilian firearms
- Production of electricity based on nuclear or coal-powered sources
- Tobacco
This actively managed ETF uses a similar strategy to the one behind the Desjardins Sustainable American Equity Fund External link.
| Responsible Investment (RI) ETFs | Ticker |
|---|---|
| Desjardins Sustainable American Equity ETF External link | DSAE |
Alternative ETFs
Desjardins' liquid alternative ETFs give you exclusive access to sophisticated investment strategies, with low correlations to traditional asset classes to protect investment portfolios from volatility.
These alternative strategies target absolute positive returns regardless of whether markets are up or down.
They are made up of long and short positions in combinations that offer a rigorous risk management through:
- Potential for capital appreciation with low risk.
- Potential to loss mitigation in bear markets.
-
Very low correlation to traditional asset classes.
- A diversification effect for the investment portfolio.
- Improved risk-adjusted returns from a portfolio perspective.
What is a long position and short position?
A long or buying position is generally a position in which the fund benefits when the underlying security increases in value. This is the case when you are buying a stock and expect it to appreciate in value. A short or selling position benefits when the underlying security declines in value. In the case of stocks, for example, they involve selling securities that you don't currently own but hope to buy back later at a lower price.
Fixed income ETFs
Desjardins fixed income exchange-traded funds (ETFs) are low-cost solutions for diversifying client portfolios. Used in combination with other products, they can :
- Help stabilize the capital from rising rates.
- Provide reliable income
Index ETFs
Desjardins index ETFs offer a range of low-cost funds for portfolio construction. In combination with active funds and ETFs, the addition of passive ETFs helps balance return and active risk.
Visit www.fondsdesjardins.comExternal link to see unit prices, the fact sheet and the prospectus for each fund.
Notes
DesjardinsMD, all trademarks containing the word Desjardins, as well as related logos are trademarks of the Fédération des caisses Desjardins du Québec, used under licence. DesjardinsMD, all trademarks containing the word Desjardins, as well as related logos 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 expenses may all be associated with an investment in exchange traded funds. Please read the prospectus before investing. Desjardins Global Asset Management Inc. is portfolio manager of the Desjardins Exchange Traded Funds. The Desjardins Exchange Traded Funds are offered by registered dealers.
The Desjardins Alt Long/Short Equity Market Neutral ETF is an alternative mutual fund. It can invest in asset classes or use investment strategies that are not permitted for other types of mutual funds. The specific strategies that differentiate this ETF from other types of mutual funds include the use of cash borrowings for investment purposes, short sales and derivatives. Leverage amplifies gains and losses. While the strategies will be used in accordance with the ETF’s investment objectives and investment strategies, during certain market conditions they may accelerate the pace at which your investment decreases in value.
The Desjardins Alt Long/Short Global Equity Markets ETF are alternative mutual funds. They can invest in asset classes or use investment strategies that are not permitted for other types of mutual funds. The specific strategies that differentiate these ETFs from other types of mutual funds include the use of cash borrowings for investment purposes, short sales and derivatives. Leverage amplifies gains and losses. While the strategies will be used in accordance with the ETF’s investment objectives and investment strategies, during certain market conditions they may accelerate the pace at which your investment decreases in value.