(As of 4/30/2023)

Desjardins SocieTerra Cleantech Fund A Class

(Global Small/Mid Cap Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2021
2020




Inception Return
(6/14/2016)
9.44 %
YTD Return 6.40 %
NAVPS
(5/29/2023)
$15.70
Change ($0.04) / -0.28 %
Growth of $10,000 (As of April 30, 2023)
MER 2.62 %
Assets ($mil) $485.19
Rank (1Yr) 126/257
Std Dev (3Yr) 16.66 %
Volatility Ranking (3Yr) 9/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
Desjardins SocieTerra Cleantech Fund seeks to provide long-term capital appreciation by investing primarily in equity of corporations that operate in the cleantech sector throughout the world, including emerging markets. The Fund follows a responsible approach to investing.
Fund Manager

Desjardins Investments Inc.

Portfolio Manager

Desjardins Global Asset Management Inc.

Sub-Advisor

Impax Asset Management Ltd.

 
Asset Allocation
(As of April 30, 2023)
Sector Allocation
(As of April 30, 2023)
Geographic Allocation
(As of April 30, 2023)
Top 10 Holdings
NameAssetSectorGeographicPercent
Croda International PLCInternational EquityBasic MaterialsEuropean Union2.90%
Clean Harbors IncUS EquityIndustrial ServicesUnited States2.59%
DSM-FirmenichInternational EquityOtherOther2.57%
Northland Power IncCanadian EquityUtilitiesCanada2.53%
Graphic Packaging Holding CoUS EquityBasic MaterialsUnited States2.51%
PTC IncUS EquityTechnologyUnited States2.46%
Spirax-Sarco Engineering PLCInternational EquityIndustrial GoodsEuropean Union2.45%
Eurofins Scientific SEInternational EquityIndustrial ServicesEuropean Union2.43%
Aalberts NVInternational EquityIndustrial GoodsEuropean Union2.35%
Brambles LtdInternational EquityBasic MaterialsAsia/Pacific Rim2.24%

Performance Data (As of April 30, 2023)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.25 -1.00 10.06 6.40 4.37 12.72 8.15 -   
Benchmark 0.39 -2.26 8.11 5.08 4.71 11.25 4.95 9.60
Quartile Ranking 3 3 3 2 2 2 1 -

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -19.04 15.80 27.61 26.70 -8.80 14.93 -      -      -      -     
Benchmark -13.14 15.50 11.07 20.09 -7.34 15.40 7.47 16.61 9.59 34.91
Quartile Ranking 4 2 2 1 3 2 - - - -

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