Desjardins Investments Makes Changes to Its Mutual Fund Lineup

MONTREAL, Oct. 28, 2025 /CNW/ - Desjardins Investments Inc. ("DI"), as manager of the Desjardins Funds, announces changes to its mutual fund lineup. These changes, described in detail below, include changes to the pricing model of W-Class Units and changes to the investment strategies of certain Desjardins Funds and Portfolios.

DI regularly reviews its mutual fund's offer to ensure they continue to meet the evolving investment needs of financial advisors and investors.

• Changes to the pricing of W-Class Units

Effective February 1, 2026 (the "Effective Date"), DI intends to make changes to the pricing of W-Class Units. As a result, the management fees and fixed administrative fees, which are currently negotiated and paid directly by the investor's representative firm, will henceforth be borne directly by the Funds offering this class of units. This adjustment will result in a reduction in the investor's investment in the affected Fund. Unitholders affected by this change will be notified at least 60 days prior to the Effective Date.

The following table shows the management fees and fixed administrative fees applicable¹ to each Desjardins Fund offering W-Class Units.

NAME OF THE DESJARDINS FUND (W-Class Units)	MANAGEMENT FEES (%)	FIXED ADMINISTRATIVE FEES (%)	TOTAL FEES (%)
Desjardins Short-Term Income Fund	0.19	0.14	0.33
Desjardins Sustainable Short-Term Income Fund	0.19	0.14	0.33
Desjardins Canadian Bond Fund	0.21	0.14	0.35
Desjardins Sustainable Canadian Bond Fund	0.21	0.14	0.35
Desjardins Canadian Corporate Bond Fund	0.21	0.14	0.35
Desjardins Sustainable Canadian Corporate Bond Fund	0.21	0.14	0.35
Desjardins Sustainable Environmental Bond Fund	0.39	0.15	0.54
Desjardins Sustainable Global Bond Fund	0.53	0.15	0.68
Desjardins Global High Yield Bond Fund	0.44	0.15	0.59
Desjardins Dividend Growth Fund	0.34	0.17	0.51
Desjardins Canadian Equity Income Fund	0.32	0.17	0.49
Desjardins Sustainable Canadian Equity Income Fund	0.32	0.17	0.49
Desjardins Canadian Equity Fund	0.30	0.17	0.47
Desjardins Sustainable Canadian Equity Fund	0.32	0.17	0.49
Desjardins Canadian Small Cap Equity Fund	0.47	0.20	0.67
Desjardins Sustainable American Equity Fund	0.41	0.18	0.59
Desjardins Sustainable American Small Cap Equity Fund	0.56	0.18	0.74
Desjardins Low Volatility Global Equity Fund	0.35	0.23	0.58
Desjardins Overseas Equity Fund	0.51	0.23	0.74
Desjardins International Equity Value Fund	0.46	0.22	0.68
Desjardins Sustainable International Equity Fund	0.42	0.22	0.64
Desjardins Global Dividend Fund	0.39	0.22	0.61
Desjardins Sustainable Global Dividend Fund	0.63	0.22	0.85
Desjardins Global Equity Fund	0.41	0.23	0.64
Desjardins Global Equity Growth Fund	0.45	0.23	0.68
Desjardins Sustainable Diversity Fund	0.41	0.23	0.64
Desjardins Sustainable Global Opportunities Fund	0.51	0.23	0.74
Desjardins Sustainable Positive Change Fund	0.46	0.23	0.69
Desjardins Global Small Cap Equity Fund	0.60	0.23	0.83
Desjardins Sustainable Cleantech Fund	0.76	0.23	0.99
Desjardins Emerging Markets Fund	0.61	0.21	0.82
Desjardins Emerging Markets Opportunities Fund	0.84	0.20	1.04
Desjardins Sustainable Emerging Markets Equity Fund	0.44	0.20	0.64
Desjardins Market Neutral ETF Fund (formerly Desjardins Alt Long/Short Equity Market Neutral ETF Fund)	1.00	0.15	1.15
Desjardins Global Infrastructure Fund	0.71	0.20	0.91
Desjardins Global Opportunities Fund	0.42	0.23	0.65

• Changes to the investment strategies of certain Desjardins Funds and Portfolios

DI announces changes to the investment strategies of certain Desjardins Funds in order to adjust the thresholds applicable to investments in high-yield bonds. The adjusted maximum thresholds of net assets that may be invested in high-yield bonds are as follows:

Desjardins Funds	Maximum threshold of net assets that may be invested in high-yield bonds
Desjardins Enhanced Bond Fund	30 %
Desjardins Sustainable Environmental Bond Fund	30 %
Desjardins Global Managed Bond Fund	55 %
Desjardins Sustainable Global Bond Fund	80 %
Desjardins Floating Rate Income Fund	80 %
Desjardins Global Tactical Bond Fund	80 %
Desjardins Emerging Markets Bond Fund	85 %
Desjardins Sustainable Emerging Markets Bond Fund	85 %

DI also announces changes to the investment strategies of certain Desjardins Portfolios in order to adjust the thresholds applicable to investments in foreign securities. The adjusted maximum thresholds of net assets that may be invested in foreign securities are as follows:

Desjardins Funds	Maximum threshold of net assets that may be invested in foreign securities
Desjardins Active Strategy Conservative Portfolio	35 %
Desjardins Sustainable Conservative Portfolio	35 %
Desjardins Conservative ETF Portfolio	35 %

The above-mentioned changes will be made subject to approval from the regulatory authorities. DI reserves the right to suspend or defer the implementation of any of these changes to a later date.

About Desjardins Group

Desjardins Group is the largest cooperative financial group in North America and the sixth largest in the world, with assets of $501.3 billion as at June 30, 2025. It has been named one of the top employers in Canada by both Forbes magazine and Mediacorp. It has also been recognized as one of the World's Best Banks 2025 by Forbes. The organization has more than 57,200 skilled employees. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, its online platforms, and its subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has one of the highest capital ratios and one of the highest credit ratings in the industry. In 2025, Desjardins Group is celebrating its 125th anniversary, marking more than a century of focusing its ambitions and expertise on being there for members and clients. 

About Desjardins Investments Inc.

As the manager of Desjardins Funds and exchange-traded funds (ETFs), Desjardins Investments Inc. is one of the leading investment fund managers in Canada, with CAN$50.1 billion in assets under management as at June 30, 2025. Desjardins Investments offers a broad range of investment funds to Canadians and stands out in the industry for its roster of internationally recognized fund managers representing more than 20 portfolio management firms around the world. Desjardins Investments is also actively engaged in promoting and encouraging responsible investing in Canada.

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 may all be associated with mutual fund investments. Please read the prospectus before investing. Desjardins Funds are offered by registered dealers.

Desjardins®, all trademarks containing the word Desjardins, as well as related logos are trademarks of the Fédération des caisses Desjardins du Québec, used under license.

¹ The rates listed in the table do not include taxes that apply to the management fees and the fixed administrative fees.

SOURCE Desjardins Group

For more information (media inquiries only): Public relations, Desjardins Group  514-2817000 or 1-8668667000, ext. 5553436, [email protected]