(As of 12/31/2022)

Desjardins SocieTerra Cleantech Fund A Class

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




Inception Return
(6/14/2016)
8.90 %
YTD Return -19.04 %
NAVPS
(2/6/2023)
$16.39
Change ($0.14) / -0.85 %
Growth of $10,000 (As of December 31, 2022)
MER 2.62 %
Assets ($mil) $452.75
Rank (1Yr) 206/265
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

Desjardins Global Asset Management Inc.

Sub-Advisor

Impax Asset Management Ltd.

 
Asset Allocation
(As of December 31, 2022)
Sector Allocation
(As of December 31, 2022)
Geographic Allocation
(As of December 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Clean Harbors IncUS EquityIndustrial ServicesUnited States2.81%
PTC IncUS EquityTechnologyUnited States2.69%
Eurofins Scientific SEInternational EquityIndustrial ServicesEuropean Union2.68%
Brambles LtdInternational EquityBasic MaterialsAsia/Pacific Rim2.66%
Bucher Industries AGInternational EquityIndustrial GoodsOther European2.57%
Koninklijke DSM NVInternational EquityBasic MaterialsEuropean Union2.57%
Stericycle IncUS EquityIndustrial ServicesUnited States2.49%
Spirax-Sarco Engineering PLCInternational EquityIndustrial GoodsEuropean Union2.42%
Pentair PLCInternational EquityIndustrial GoodsEuropean Union2.26%
Graphic Packaging Holding CoUS EquityBasic MaterialsUnited States2.26%

Performance Data (As of December 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -2.76 7.64 6.45 -19.04 -19.04 6.16 6.69 -   
Benchmark -3.03 9.47 9.94 -13.14 -13.14 3.68 4.40 10.24
Quartile Ranking 3 4 3 4 4 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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