(As of 4/30/2024)

Desjardins Sustainable Positive Change Fund A

(Global Equity)
FundGrade A+® Rating recipient
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Inception Return
(9/5/2018)
9.51 %
YTD Return -1.05 %
NAVPS
(5/27/2024)
$15.19
Change ($0.04) / -0.26 %
Growth of $10,000 (As of April 30, 2024)
MER 2.24 %
Assets ($mil) $323.09
Rank (1Yr) 1895/1943
Std Dev (3Yr) 21.93 %
Volatility Ranking (3Yr) 10/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The objective of this Fund is to provide a long-term capital appreciation by investing primarily in equity and equity-related securities of companies located anywhere in the world, including emerging markets, whose product/services or conduct help to build a more sustainable world.
Fund Manager

Desjardins Investments Inc.

Portfolio Manager

Desjardins Global Asset Management Inc.

Sub-Advisor

Baillie Gifford Overseas Limited

 
Asset Allocation
(As of April 30, 2024)
Sector Allocation
(As of April 30, 2024)
Geographic Allocation
(As of April 30, 2024)
Top 10 Holdings
NameAssetSectorGeographicPercent
Taiwan Semiconductor Manufactrg Co LtdInternational EquityTechnologyAsia/Pacific Rim8.78%
ASML Holding NVInternational EquityTechnologyEuropean Union7.96%
Mercadolibre IncInternational EquityTechnologyLatin America6.55%
DexCom IncUS EquityHealthcareUnited States5.44%
Moderna IncUS EquityHealthcareUnited States5.18%
Xylem IncUS EquityIndustrial GoodsUnited States5.07%
Shopify Inc Cl ACanadian EquityTechnologyCanada4.79%
Deere & CoUS EquityIndustrial GoodsUnited States4.60%
Duolingo Inc Cl AUS EquityConsumer ServicesUnited States4.45%
Bank Rakyat Indonesia (Persero) Tbk PTInternational EquityFinancial ServicesAsia/Pacific Rim4.28%

Performance Data (As of April 30, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -4.48 0.65 13.75 -1.05 2.44 -5.74 11.66 -   
Benchmark -1.84 6.75 18.70 8.25 18.76 7.92 9.85 10.74
Quartile Ranking 4 4 4 4 4 4 1 -

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 10.44 -25.96 6.84 79.86 21.49 -      -      -      -      -     
Benchmark 19.37 -12.64 17.62 13.15 21.41 -1.79 16.29 5.18 16.88 13.97
Quartile Ranking 4 4 4 1 2 - - - - -

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