(As of 12/31/2021)

Desjardins SocieTerra Cleantech Fund A Class

(Global Small/Mid Cap Equity)



2020


FundGrade A+® Rating recipient
For more information about
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Inception Return
(6/14/2016)
14.88 %
YTD Return 15.80 %
NAVPS
(1/25/2022)
$15.99
Change ($0.36) / -2.20 %
Growth of $10,000 (As of December 31, 2021)
MER 2.62 %
Assets ($mil) $632.53
Rank (1Yr) 98/238
Std Dev (3Yr) 15.16 %
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 December 31, 2021)
Sector Allocation
(As of December 31, 2021)
Geographic Allocation
(As of December 31, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada2.77%
Clean Harbors IncUS EquityIndustrial ServicesUnited States2.72%
PTC IncUS EquityTechnologyUnited States2.53%
American Water Works Co IncUS EquityUtilitiesUnited States2.46%
Descartes Systems Group IncCanadian EquityTechnologyCanada2.36%
Koninklijke DSM NVInternational EquityBasic MaterialsEuropean Union2.19%
Airtac International GroupInternational EquityIndustrial GoodsAsia/Pacific Rim2.14%
Nibe Industrier AB Cl BInternational EquityIndustrial GoodsEuropean Union2.12%
Croda International PLCInternational EquityBasic MaterialsEuropean Union2.09%
Ormat Technologies IncUS EquityUtilitiesUnited States2.08%

Performance Data (As of December 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.31 2.01 5.40 15.80 15.80 23.25 14.43 -   
Benchmark 2.98 2.86 3.79 15.50 15.50 15.49 10.50 13.52
Quartile Ranking 3 3 1 2 2 1 1 -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 15.80 27.61 26.70 -8.80 14.93 -      -      -      -      -     
Benchmark 15.50 11.07 20.09 -7.34 15.40 7.47 16.61 9.59 34.91 16.45
Quartile Ranking 2 2 1 3 2 - - - - -

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