(As of 8/31/2021)

Desjardins SocieTerra Cleantech Fund A Class

(Global Small/Mid Cap Equity)






FundGrade A+® Rating recipient
For more information about
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Inception Return
(6/14/2016)
16.70 %
YTD Return 19.98 %
NAVPS
(9/23/2021)
$20.05
Change $0.11 / 0.56 %
Growth of $10,000 (As of August 31, 2021)
MER 2.62 %
Assets ($mil) $623.70
Rank (1Yr) 38/305
Std Dev (3Yr) 16.09 %
Volatility Ranking (3Yr) 7/10
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

Impax Asset Management Group Plc

Sub-Advisor

Desjardins Investments Inc.

 
Asset Allocation
(As of August 31, 2021)
Sector Allocation
(As of August 31, 2021)
Geographic Allocation
(As of August 31, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada3.75%
Generac Holdings IncUS EquityIndustrial GoodsUnited States2.56%
American Water Works Co IncUS EquityUtilitiesUnited States2.52%
Clean Harbors IncUS EquityIndustrial ServicesUnited States2.47%
Aalberts Industries NVInternational EquityIndustrial GoodsEuropean Union2.45%
Koninklijke DSM NVInternational EquityHealthcareEuropean Union2.45%
PTC IncUS EquityTechnologyUnited States2.37%
Trimble IncUS EquityTechnologyUnited States2.17%
Edp Renovaveis SAInternational EquityUtilitiesEuropean Union2.10%
Spirax-Sarco Engineering PLCInternational EquityIndustrial ServicesEuropean Union2.10%

Performance Data (As of August 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 5.11 13.68 16.21 19.98 44.80 19.80 15.65 -   
Benchmark 3.76 7.64 10.85 16.27 34.31 10.17 11.79 13.31
Quartile Ranking 1 1 1 1 1 1 1 -

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 27.61 26.70 -8.80 14.93 -      -      -      -      -      -     
Benchmark 11.07 20.09 -7.34 15.40 7.47 16.61 9.59 34.91 16.45 -10.22
Quartile Ranking 1 1 3 2 - - - - - -

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