4 guaranteed investment funds (GIFs) from Desjardins Financial Security were rewarded for their performance in 2025 at the annual Fundata FundGrade A+® awards ceremony held on February 5, 2026.
In addition, one Desjardins Investments Inc. mutual funds and 3 Exchange Traded Funds (ETFs) earned a Fundata FundGrade A+® rating. Visit
Desjardinsfunds.com for more information.
Learn more about our
GIFs and Helios2 Contract.
* These ratings are for the period from January 1, 2025, to December 31, 2025, and all categories are defined by the Canadian Investment Funds Standards Committee (CIFSC), an independent Canadian organization.
® A+ and FundGrade A+ are registered trademarks of Fundata Canada Inc.
Legal notice
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. 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 Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.
The Desjardins RI Canada Multifactor - Net-Zero Emissions Pathway ETF (DRFC) received an A+ rating in the Canadian Equity category, which included 166 funds. The Desjardins RI Emerging Markets Multifactor – Net-Zero Emissions Pathway ETF (DRFE) received an A+ rating in the Emerging Markets Equity category, which included 73 funds. The Desjardins RI Developed ex-USA ex-Canada Net-Zero Emissions Pathway ETF (DRMD) received an A+ rating in the International Equity category, which included 168 funds. The Desjardins Floating Rate Income Fund earned an A+ rating in the Multi-Sector Fixed Income category, which included 58 funds. The DFS GIF - Global Balanced Growth - Desjardins earned an A+ in the Tactical Balanced category, which included 18 funds. The DFS GIF – Canadian Balanced – Fiera Capital earned an A+ in the Canadian Equity Balanced category, which included 70 funds. The DFS GIF – Canadian Balanced – CI earned an A+ in the Canadian Neutral Balanced category, which included 95 funds. Finally, the DFS GIF – Canadian Income and Growth – CI earned an A+ in the Global Neutral Balanced category, which included 149 funds. These ratings are for the period from January 1, 2025, to December 31, 2025, 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. The past performance of DFS Guaranteed Investment Funds is not indicative of their future performance. 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.
