(As of 8/31/2022)

Desjardins SocieTerra Cleantech Fund A Class

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





Inception Return
(6/14/2016)
9.59 %
YTD Return -18.16 %
NAVPS
(9/30/2022)
$13.92
Change $0.11 / 0.81 %
Growth of $10,000 (As of August 31, 2022)
MER 2.62 %
Assets ($mil) $455.38
Rank (1Yr) 149/260
Std Dev (3Yr) 16.66 %
Volatility Ranking (3Yr) 8/10
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, 2022)
Sector Allocation
(As of August 31, 2022)
Geographic Allocation
(As of August 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Clean Harbors IncUS EquityIndustrial ServicesUnited States2.79%
Brambles LtdInternational EquityBasic MaterialsAsia/Pacific Rim2.64%
PTC IncUS EquityTechnologyUnited States2.61%
Eurofins Scientific SEInternational EquityIndustrial ServicesEuropean Union2.50%
Graphic Packaging Holding CoUS EquityBasic MaterialsUnited States2.39%
Advanced Drainage Systems IncUS EquityReal EstateUnited States2.34%
Darling Ingredients IncUS EquityConsumer GoodsUnited States2.30%
Ormat Technologies IncUS EquityUtilitiesUnited States2.30%
Bucher Industries AGInternational EquityIndustrial GoodsOther European2.29%
Northland Power IncCanadian EquityUtilitiesCanada2.28%

Performance Data (As of August 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -2.34 -0.80 -7.43 -18.16 -21.01 10.65 8.43 -   
Benchmark -0.72 -1.73 -8.88 -15.45 -16.00 5.80 5.63 10.90
Quartile Ranking 3 1 2 2 3 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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