Desjardins Investments, manager of the Desjardins Funds, is reducing the risk level for a number of its funds, effective March 31, 2017. These changes follow the introduction of CSA’s new fund risk methodology.
Here’s a list of the affected funds and how their risk levels are changing.
Funds | Actual Risk Level | Revised Risk Level (March 31, 2017) |
---|---|---|
Desjardins SocieTerra Environmental Bond Fund | Low to medium | Low |
Desjardins Global Corporate Bond Fund | Low to medium | Low |
Desjardins Emerging Markets Bond Fund | Medium | Low to medium |
Desjardins IBrix Low Volatility Global Equity Fund | Medium | Low to medium |
Desjardins Global Small Cap Equity Fund | Medium to high | Medium |
Desjardins IBrix Low Volatility Emerging Markets Fund | High | Medium |
Desjardins Emerging Markets Fund | High | Medium to high |
Desjardins Emerging Markets Opportunities Fund | High | Medium to high |
Desjardins Global Infrastructure Fund | Medium to high | Medium |
Melodia Moderate Income Portfolio | Low to medium | Low |
Melodia Moderate Growth Portfolio | Low to medium | Low |
Chorus II Moderate Low Volatility Portfolio (previously Chorus II Balanced Income Portfolio) | Low to medium | Low |
Chorus II Dynamic Growth Portfolio (previously Chorus II High Growth Portfolio) | Medium | Low to medium |
Desjardins Global Small Cap Equity Corporate Class | Medium to high | Medium |
Desjardins Emerging Markets Opportunities Corporate Class | High | Medium to high |
Chorus II Corporate Class Moderate Low Volatility Portfolio (previously Chorus II Corporate Class Balanced Income Portfolio) | Low to medium | Low |
Chorus II Corporate Class Dynamic Growth Portfolio (previously Chorus II Corporate Class High Growth Portfolio) | Medium | Low to medium |
The changes are subject to approval by regulatory authorities. Desjardins Investments reserves the right to defer the implementation of the changes described above.