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 fund.

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

Rates of return

Portfolios of Funds

Unit values and rates of return for portfolios of funds.

Portfolios of Funds	Management Company
Multi-Management 30/70 Fund (PDF, 103 KB) Opens in a new window.	Multiple managers
Multi-Management 45/55 Fund (PDF, 103 KB) Opens in a new window.	Multiple managers
Multi-Management 60/40 Fund (PDF, 103 KB) Opens in a new window.	Multiple managers
Multi-Management 75/25 Fund (PDF, 103 KB) Opens in a new window.	Multiple managers
Multi-Management 90/10 Fund (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
DFS BlackRock^® LifePath^® Retirement Index Fund I (PDF ,103 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DFS BlackRock^® LifePath^® 2020 Index Fund (PDF ,103 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DFS BlackRock^® LifePath^® 2025 Index Fund (PDF ,103 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DFS BlackRock^® LifePath^® 2030 Index Fund (PDF ,103 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DFS BlackRock^® LifePath^® 2035 Index Fund (PDF ,103 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DFS BlackRock^® LifePath^® 2040 Index Fund (PDF ,103 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DFS BlackRock^® LifePath^® 2045 Index Fund (PDF ,102 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DFS BlackRock^® LifePath^® 2050 Index Fund (PDF ,102 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DFS BlackRock^® LifePath^® 2055 Index Fund (PDF ,102 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DFS BlackRock^® LifePath^® 2060 Index Fund (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 Income 2020 (PDF ,104 KB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® Institutional Income 2025 (PDF ,104 KB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® Institutional Income 2030 (PDF ,104 KB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® Institutional Income 2035 (PDF ,104 KB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® Institutional Income 2040 (PDF ,104 KB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® Institutional Income 2045 (PDF ,104 KB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® Institutional Income 2050 (PDF ,104 KB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® Institutional Income 2055 (PDF ,104 KB) Opens in a new window.	Fidelity Investments Canada ULC
Fidelity ClearPath^® Institutional Income 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

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
CI Signature Canadian Balanced (PDF ,104 KB) Opens in a new window.	CI Investments Inc.
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.
Trez High Yield Mortgage	Trez Capital
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.
Desjardins Canadian Bond (DGIA) (PDF ,103 KB) Opens in a new window.	Desjardins Investments 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 Fund (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.
Vanguard Global Fixed Income Index (PDF, 926 KB) Opens in a new window.	Vanguard Investments Canada Inc.
Desjardins Global Bond (PGIM) (PDF, 1 MB) Opens in a new window.	Desjardins Investments Inc.
PIMCO Monthly Income (PDF, 1 MB) Opens in a new window.	PIMCO LLC
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
Desjardins Canadian Equity Income (Lincluden) (PDF, 101 KB) Opens in a new window.	Desjardins Investments Inc.
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.
CI Cambridge Canadian Equity (PDF, 103 KB) Opens in a new window.	CI Investments Inc.
CC&L Canadian Equity Growth (PDF, 1 MB) Opens in a new window.	Connor, Clark & Lunn Investment Management Ltd.
Triasima Canadian All Cap Equity (PDF, 102 KB) Opens in a new window.	Triasima Portfolio Management Inc.
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 (PDF, 103 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DFS BlackRock^® US Equity Index Hedged (PDF, 103 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DFS BlackRock^® U.S. Equity Index (Non-Registered) (PDF, 1024 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
MFS U.S. Equity (PDF, 103 KB) Opens in a new window.	MFS Investment Management Canada Limited
Mawer U.S. Equity (PDF, 103 KB) Opens in a new window.	Mawer Investment Management Ltd.
Acadian Global Managed Volatility Equity (PDF, 1 MB) Opens in a new window.	Acadian Asset Management LLC.
Desjardins Global Equity Dividend (Epoch) (PDF, 102 KB) Opens in a new window.	Desjardins Investments Inc.
Hexavest Global Equities (PDF, 103 KB) Opens in a new window.	Hexavest Inc.
Hexavest Global Equities Hedged (PDF, 102 KB) Opens in a new window.	Hexavest Inc.
Fiera Global Equity (PDF, 102 KB) Opens in a new window.	Fiera Capital Corporation
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
Baillie Gifford International Equity (PDF, 103 KB) Opens in a new window.	Baillie Gifford & Co Ltd.
Desjardins Global Small Cap Equity (Lazard) (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.

Specialty Funds

Unit values and rates of return for special funds.

Specialty Funds	Management Company
Invesco Global Absolute Return (PDF, 1.1 MB) Opens in a new window.	Invesco Canada Ltd.
DFS BlackRock^® Global Infrastructure Index (PDF, 102 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DFS BlackRock^® Global Real Estate Index (PDF, 102 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DFS BlackRock^® MSCI Emerging Markets Index (PDF, 926 KB) Opens in a new window.	BlackRock Asset Management Canada Ltd
DGIA Emerging Markets (PDF, 103 KB) Opens in a new window.	Desjardins Global Asset Management Inc.
Fiera Canadian Direct Real Estate	Fiera Properties Limited
Invesco Global Direct Real Estate	Invesco Canada Ltd.
IFM Global Direct Infrastructure	IFM Investors Pty Ltd
Franklin Templeton Global Real Asset (PDF, 926 KB) Opens in a new window.	Franklin Templeton Investments Corp.

Responsible Investment Funds

Unit values and rates of return for responsible investment funds.

Specialty Funds	Management Company
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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