Investment options

We've got a lot to offer when it comes to investment options: portfolios of funds, balanced funds, fixed-income funds, Canadian and foreign equity funds and specialty funds. It's up to you which funds you want in your group plan.

From these funds, employees can choose Canadian or foreign securities, active or passive management, and a growth or value management style.

See the rates of return

Download our full suite of investment options (PDF, 2.4 MB)

100% RI target date solution

Available in 2022

We're proud to offer a target date solution which couples our SocieTerra Funds with a well-researched and developed lifecycle path. You can now offer your employees a responsible investment solution that provides them with a diversified portfolio, adaptable to their retirement horizon.

Target Retirement Date Funds

Unit values and rates of return for portfolios of funds

Portfolios of Funds	Management Company
DFS BlackRock^® LifePath^® Retirement Index I (PDF ,103 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DFS BlackRock^® LifePath^® 2020 Index (PDF ,103 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DFS BlackRock^® LifePath^® 2025 Index (PDF ,103 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DFS BlackRock^® LifePath^® 2030 Index (PDF ,103 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DFS BlackRock^® LifePath^® 2035 Index (PDF ,103 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DFS BlackRock^® LifePath^® 2040 Index (PDF ,103 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DFS BlackRock^® LifePath^® 2045 Index (PDF ,102 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DFS BlackRock^® LifePath^® 2050 Index (PDF ,102 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DFS BlackRock^® LifePath^® 2055 Index (PDF ,102 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DFS BlackRock^® LifePath^® 2060 Index (PDF ,926 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
Fidelity ClearPath^® Institutional Income (PDF ,104 KB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® Institutional 2020 (PDF ,104 KB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® Institutional 2025 (PDF ,104 KB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® Institutional 2030 (PDF ,104 KB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® Institutional 2035 (PDF ,104 KB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® Institutional 2040 (PDF ,104 KB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® Institutional 2045 (PDF ,104 KB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® Institutional 2050 (PDF ,104 KB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® Institutional 2055 (PDF ,104 KB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® Institutional 2060 (PDF ,104 KB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® Income (PDF ,1 MB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® 2020 (PDF ,1 MB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® 2025 (PDF ,1 MB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® 2030 (PDF ,1 MB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® 2035 (PDF ,1 MB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® 2040 (PDF ,1 MB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® 2045 (PDF ,1 MB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® 2050 (PDF ,1 MB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® 2055 (PDF ,1 MB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® 2060 (PDF ,926 KB) Opens in a new window.	Fidelity Investments Canada ULC

Asset Allocation Funds

Unit values and rates of return for portfolios of funds

Portfolios of Funds	Management Company
Progression 30/70 (PDF, 103 KB) Opens in a new window.	Multiple managers
Progression 45/55 (PDF, 103 KB) Opens in a new window.	Multiple managers
Progression 60/40 (PDF, 103 KB) Opens in a new window.	Multiple managers
Progression 75/25 (PDF, 103 KB) Opens in a new window.	Multiple managers
Progression 90/10 (PDF, 103 KB) Opens in a new window.	Multiple managers
Melodia Growth 35/65 (PDF, 103 KB) Opens in a new window.	Desjardins Investments Inc.
Melodia Growth 45/55 (PDF, 103 KB) Opens in a new window.	Desjardins Investments Inc.
Melodia Growth 55/45 (PDF, 103 KB) Opens in a new window.	Desjardins Investments Inc.
Melodia Growth 70/30 (PDF, 103 KB) Opens in a new window.	Desjardins Investments Inc.
Melodia Growth 80/20 (PDF, 103 KB) Opens in a new window.	Desjardins Investments Inc.
Desjardins 30/70 (PDF, 102 KB) Opens in a new window.	Multiple managers
Desjardins 50/50 (PDF, 102 KB) Opens in a new window.	Multiple managers
Desjardins 70/30 (PDF, 102 KB) Opens in a new window.	Multiple managers
Desjardins 90/10 (PDF, 102 KB) Opens in a new window.	Multiple managers

Balanced Funds

Unit values and rates of return for balanced funds

Balanced Funds	Management Company
Beutel Goodman Balanced (PDF ,104 KB) Opens in a new window.	Beutel, Goodman & Company Ltd.
Fidelity Canadian Balanced (PDF ,104 KB) Opens in a new window.	Fidelity Investments Canada ULC
Jarislowsky Fraser Balanced (PDF ,104 KB) Opens in a new window.	Jarislowsky Fraser Ltd
PH&N Balanced (PDF ,103 KB) Opens in a new window.	Phillips, Hagers & North investment management
MFS Balanced Growth (PDF, 104 KB) Opens in a new window.	MFS Investment Management Canada Limited

Fixed Income

Unit values and rates of return for fixed income

Fixed Income	Management Company
DGIA Money Market (PDF ,103 KB) Opens in a new window.	Desjardins Global Asset Management Inc.
Desjardins Short-Term Income (DGIA) (PDF ,103 KB) Opens in a new window.	Desjardins Investments Inc.
Addenda Commercial Mortgage (PDF ,102 KB) Opens in a new window.	Addenda Capital Inc.
Multi-Manager Private Credit (PDF ,100 KB) Opens in a new window.	Multiple managers
AlphaFixe Enhanced Fixed Income (PDF, 44 KB) Opens in a new window.	AlphaFixe
DFS BlackRock^® Universe Bond Index (PDF ,103 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DGIA Canadian Bond Index (PDF, 101 KB) Opens in a new window.	Desjardins Global Asset Management Inc.
DGIA Bond (PDF, 103 KB) Opens in a new window.	Desjardins Global Asset Management Inc.
Fiera Bond (PDF ,103 KB) Opens in a new window.	Fiera Capital Corporation
AlphaFixe Bond (PDF, 101 KB) Opens in a new window.	AlphaFixe
PH&N Bond (PDF, 63 KB) Opens in a new window.	Phillips, Hagers & North Investment Management
CC&L Bond (PDF, 540 KB) Opens in a new window.	Connor, Clark & Lunn Investment Management Ltd.
Canso Corporate Bond (PDF ,103 KB) Opens in a new window.	Canso Investment Counsel
PH&N Core Plus Bond (PDF, 63 KB) Opens in a new window.	Phillips, Hagers & North Investment Management
Desjardins Enhanced Bond (AllianceBernstein) (PDF ,103 KB) Opens in a new window.	Desjardins Investments Inc.
DFS BlackRock^® Long Bond Index (PDF, 102 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
Fiera Long Term Bond (PDF ,103 KB) Opens in a new window.	Fiera Capital Corporation
CC&L Long Term Bond (PDF ,540 KB) Opens in a new window.	Connor, Clark & Lunn Investment Management Ltd.
DGIA Long Term Enhanced Bond (PDF, 926 KB) Opens in a new window.	Desjardins Global Asset Management inc.
Desjardins Global Bond (PGIM) (PDF, 1 MB) Opens in a new window.	Desjardins Investments Inc.
Desjardins Global Tactical Bond (PIMCO) (PDF, 101 KB) Opens in a new window.	Desjardins Investments Inc.

Canadian Equity

Unit values and rates of return for Canadian equity

Canadian Equity	Management Company
Fidelity Canadian Low Volatility Equity (PDF, 1.02 MB) Opens in a new window.	Fidelity Investments Canada ULC
CC&L Canadian Equity Income & Growth (PDF, 64 KB) Opens in a new window.	Connor, Clark & Lunn investment management ltd.
Beutel Goodman Fundamental Canadian Equity (PDF, 101 KB) Opens in a new window.	Beutel, Goodman & Company Ltd.
Beutel Goodman Canadian Equity (PDF, 103 KB) Opens in a new window.	Beutel, Goodman & Company Ltd.
Fiera Canadian Equity (PDF, 103 KB) Opens in a new window.	Fiera Capital Corporation
Fidelity True North Fund^® (PDF, 104 KB) Opens in a new window.	Fidelity Investments Canada ULC
Jarislowsky Fraser Canadian Equity (PDF, 103 KB) Opens in a new window.	Jarislowsky Fraser Ltd
DFS BlackRock^® Canadian Equity Index (PDF, 103 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
CC&L Canadian Equity (PDF, 103 KB) Opens in a new window.	Connor, Clark & Lunn Investment Management Ltd.
DGIA Canadian Equity (PDF, 103 KB) Opens in a new window.	Desjardins Global Asset Management Inc.
CC&L Canadian Equity Growth (PDF, 1 MB) Opens in a new window.	Connor, Clark & Lunn Investment Management Ltd.
Desjardins Canadian Small Cap Equity (Fiera) (PDF, 103 KB) Opens in a new window.	Desjardins Investments Inc.

Foreign Equity

Unit values and rates of return for foreign equity

Foreign Equity	Management Company
Fidelity U.S. Low Volatility Equity (PDF, 540 KB) Opens in a new window.	Fidelity Investments Canada ULC
DFS BlackRock^® U.S. Equity Index Hedged (Registered Only) (PDF, 103 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DFS BlackRock^® U.S. Equity Index (Registered Only) (PDF, 103 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DFS BlackRock^® U.S. Equity Index (PDF, 1024 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
Mawer U.S. Equity (PDF, 103 KB) Opens in a new window.	Mawer Investment Management Ltd.
T. Rowe Price U.S. Equity (PDF, 64 KB) Opens in a new window.	T. Rowe Price (Canada) Inc.
Acadian Global Managed Volatility Equity (PDF, 1 MB) Opens in a new window.	Acadian Asset Management LLC.
Amundi Global High Income & Low Volatility Equity (PDF, 143 KB) Opens in a new window.	Amundi Asset Management
Amundi Global High Income & Low Volatility Equity Hedged (PDF, 143 KB) Opens in a new window.	Amundi Asset Management
Desjardins Global Equity Dividend (Mondrian) (PDF, 102 KB) Opens in a new window.	Desjardins Investments Inc.
Mondrian Global Equity (PDF, 64 KB) Opens in a new window.	Mondrian Investment Partners Limited
Fiera Global Equity (PDF, 102 KB) Opens in a new window.	Fiera Capital Corporation
Desjardins Global Equity (Lazard) (PDF, 102 KB) Opens in a new window.	Desjardins Investments Inc.
MFS Global Equity (PDF, 103 KB) Opens in a new window.	MFS Investment Management
DFS BlackRock^® MSCI All Country World Index (PDF, 103 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
Mawer Global Equity (PDF, 102 KB) Opens in a new window.	Mawer Investment Management Ltd.
DFS BlackRock^® MSCI All Country World Index (PDF, 103 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
Baillie Gifford Global Equity (PDF, 102 KB) Opens in a new window.	Baillie Gifford & Co Limited.
Desjardins Global Equity Growth (Baillie Gifford) (PDF, 102 KB) Opens in a new window.	Desjardins Investments Inc.
Fidelity International Low Volatility Equity (PDF, 540 KB) Opens in a new window.	Fidelity Investments Canada ULC
Lazard International Equity (PDF, 1.1 MB) Opens in a new window.	Lazard Asset Management LLC
DFS BlackRock^® MSCI EAFE Equity Index (PDF, 103 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DFS BlackRock^® MSCI Emerging Markets Index (PDF, 102 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
Mawer International Equity (PDF, 102 KB) Opens in a new window.	Mawer Investment Management Ltd.
Baillie Gifford International Equity (PDF, 103 KB) Opens in a new window.	Baillie Gifford & Co Ltd.
Baillie Gifford Emerging Markets (PDF, 103 KB) Opens in a new window.	Baillie Gifford & Co Ltd.
Desjardins Global Small Cap Equity (Multi-Manager) (PDF, 103 KB) Opens in a new window.	Desjardins Investments Inc.
Global Alpha Global Small Cap Equity (PDF, 1 MB) Opens in a new window.	Global Alpha Capital Management Ltd.
Multi-Manager Emerging Markets (PDF, 1 MB) Opens in a new window.	Multiple managers

Specialty Funds

Unit values and rates of return for Specialty Funds

Specialty Funds	Management Company
Invesco Global Absolute Return (PDF, 1,1 Mo) Opens in a new window.	Invesco Canada Ltd
DFS BlackRock^® Global Infrastructure Index (PDF, 101 Ko) Opens in a new window.	BlackRock Asset Management Canada Ltd
DFS BlackRock^® Global Real Estate Index (PDF, 101 Ko) Opens in a new window.	BlackRock Asset Management Canada Ltd
Fiera Canadian Direct Real Estate	Fiera Real Estate
Invesco Global Direct Real Estate	Invesco Canada Ltd
UBS Global Direct Real Estate	UBS Asset Management
IFM Global Direct Infrastructure	IFM Investors Pty Ltd
Franklin Templeton Global Real Asset (PDF, 559 Ko) Opens in a new window.	Franklin Templeton Investments Corp.

Responsible Investment Funds

Unit values and rates of return for responsible investment funds

Responsible Investment Funds	Management Company
SocieTerra Secure (PDF, 64 KB) Opens in a new window.	Desjardins Investments Inc.
SocieTerra Moderate (PDF, 64 KB) Opens in a new window.	Desjardins Investments Inc.
SocieTerra Balanced (PDF, 64 KB) Opens in a new window.	Desjardins Investments Inc.
SocieTerra Growth (PDF, 64 KB) Opens in a new window.	Desjardins Investments Inc.
SocieTerra Aggressive (PDF, 64 KB) Opens in a new window.	Desjardins Investments Inc.
Desjardins Responsible Fixed Income (PDF, 926 KB) Opens in a new window.	Desjardins Investments Inc.
Desjardins SocieTerra Environmental Bond (Mirova) (PDF, 101 KB) Opens in a new window.	Desjardins Investments Inc.
Desjardins Responsible Growth (PDF, 926 KB) Opens in a new window.	Desjardins Investments Inc.
Desjardins SocieTerra Cleantech Equity (Impax) (PDF, 102 KB) Opens in a new window.	Desjardins Investments Inc.

Note

The information on this site is for illustrative purposes only and is not an indication of past performance or future results.

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