(As of 1/31/2025)

Desjardins Global Equity Growth Fund A Class

(Global Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2020





Inception Return
(1/26/2015)
9.19 %
YTD Return 6.65 %
NAVPS
(2/14/2025)
$20.08
Change $0.03 / 0.15 %
Growth of $10,000 (As of January 31, 2025)
MER 2.24 %
Assets ($mil) $530.55
Rank (1Yr) 841/2016
Std Dev (3Yr) 16.06 %
Volatility Ranking (3Yr) 8/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The objective of this Fund is to provide long-term capital appreciation by investing primarily in equity and equity-related securities of companies located anywhere in the world, including emerging markets.
Fund Manager

Desjardins Investments Inc.

Portfolio Manager

Desjardins Global Asset Management Inc.

Sub-Advisor

Baillie Gifford Overseas Limited

 
Asset Allocation
(As of January 31, 2025)
Sector Allocation
(As of January 31, 2025)
Geographic Allocation
(As of January 31, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Meta Platforms Inc Cl AUS EquityTechnologyUnited States4.61%
Amazon.com IncUS EquityConsumer ServicesUnited States4.58%
Microsoft CorpUS EquityTechnologyUnited States3.97%
NVIDIA CorpUS EquityTechnologyUnited States3.51%
Taiwan Semiconductor Manufactrg Co LtdInternational EquityTechnologyAsia/Pacific Rim3.48%
Martin Marietta Materials IncUS EquityIndustrial GoodsUnited States3.04%
DoorDash Inc Cl AUS EquityConsumer ServicesUnited States2.92%
Prosus NVInternational EquityTechnologyEuropean Union2.71%
Anthem IncUS EquityHealthcareUnited States2.38%
Mastercard Inc Cl AUS EquityFinancial ServicesUnited States2.27%

Performance Data (As of January 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 6.65 8.94 12.87 6.65 25.97 6.84 8.33 9.19
Benchmark 3.94 8.71 12.28 3.94 30.00 13.03 12.87 11.18
Quartile Ranking 1 2 1 1 2 4 4 2

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 18.45 14.94 -24.45 5.19 31.38 23.90 -3.42 22.48 -0.01 -     
Benchmark 26.84 19.37 -12.64 17.62 13.15 21.41 -1.79 16.29 5.18 16.88
Quartile Ranking 3 3 4 4 1 1 2 1 4 -

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