(As of 1/31/2025)

Desjardins Sustainable Cleantech Fund A

(Global Small/Mid Cap Equity)
FundGrade A+® Rating recipient
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2021
2020




Inception Return
(6/14/2016)
8.20 %
YTD Return 4.19 %
NAVPS
(2/14/2025)
$15.57
Change $0.03 / 0.17 %
Growth of $10,000 (As of January 31, 2025)
MER 2.61 %
Assets ($mil) $434.90
Rank (1Yr) 202/266
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
The objective of this Fund is to provide long-term capital appreciation by investing primarily in equity and equity-related securities of corporations that operate in the cleantech sector throughout the world, including emerging markets.
Fund Manager

Desjardins Investments Inc.

Portfolio Manager

Desjardins Global Asset Management Inc.

Sub-Advisor

Impax Asset Management Ltd.

 
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
PTC IncUS EquityTechnologyUnited States3.24%
Trimble IncUS EquityTechnologyUnited States3.03%
Clean Harbors IncUS EquityIndustrial ServicesUnited States2.60%
Brambles LtdInternational EquityBasic MaterialsAsia/Pacific Rim2.53%
Spirax-Sarco Engineering PLCInternational EquityIndustrial GoodsEuropean Union2.46%
Repligen CorpUS EquityHealthcareUnited States2.45%
Descartes Systems Group IncCanadian EquityTechnologyCanada2.37%
Waste Connections IncCanadian EquityIndustrial ServicesCanada2.35%
DSM-Firmenich AGInternational EquityFinancial ServicesOther European2.25%
Dabur India LtdInternational EquityConsumer GoodsOther Asian2.23%

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 4.19 1.11 0.10 4.19 10.65 0.95 6.22 -   
Benchmark 4.42 7.83 10.64 4.42 25.87 9.84 9.83 8.91
Quartile Ranking 2 4 4 2 4 4 4 -

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 2.43 5.88 -19.04 15.80 27.61 26.70 -8.80 14.93 -      -     
Benchmark 18.68 14.59 -13.14 15.50 11.07 20.09 -7.34 15.40 7.47 16.61
Quartile Ranking 4 4 4 2 2 1 3 2 - -

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