Desjardins Adjusts Mutual Fund Risk Levels and Strategy

Event summary

  • Desjardins Investments raised the risk level of its Sustainable Global Bond Fund from Low to Low-Medium.
  • The risk level of the Global Dividends Fund was lowered from Medium to Low-Medium.
  • The Canadian Equity Income Fund's foreign securities investment threshold increased from 15% to 30%.
  • Changes align with CIFSC rules and take effect March 27, 2026.

The big picture

Desjardins' adjustments reflect proactive portfolio management amid shifting market conditions. As one of Canada's largest fund managers ($55.8B AUM), its moves signal broader industry trends toward dynamic risk assessment and regulatory harmonization. The changes position the firm to compete more effectively in an increasingly globalized investment landscape.

What we're watching

Risk Recalibration
How the adjusted risk levels will impact investor allocations and fund performance.
Foreign Exposure
Whether the expanded foreign securities threshold improves diversification or introduces new volatility.
Regulatory Alignment
The pace at which Desjardins integrates CIFSC standards into other fund strategies.

Related topics

Mutual Funds