(As of 4/30/2024)

Desjardins RI Cda - Net-Zero EmissPathway (DRMC)

(Canadian Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here






Inception Return
(9/26/2018)
8.64 %
YTD Return 4.62 %
NAVPS
(5/23/2024)
$28.12
Change ($0.20) / -0.70 %
Growth of $10,000 (As of April 30, 2024)
MER 0.17 %
Assets ($mil) -
Rank (1Yr) 106/703
Std Dev (3Yr) 15.03 %
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
DRMC seeks to replicate, to the extent reasonably possible and before fees and expenses, the performance of a Canadian cap-weighted equity index. Currently, DRMC seeks to replicatethe performance of the Scientific Beta Desjardins Canada RI Low Carbon Index, net of fees and expenses.
Fund Manager

Desjardins Investments Inc.

Portfolio Manager

Desjardins Global Asset Management (DGAM)

Sub-Advisor
Data not available
 
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
Royal Bank of CanadaCanadian EquityFinancial ServicesCanada6.26%
Toronto-Dominion BankCanadian EquityFinancial ServicesCanada4.90%
Enbridge IncCanadian EquityEnergyCanada3.95%
Shopify Inc Cl ACanadian EquityTechnologyCanada3.89%
Canadian Pacific Kansas City LtdCanadian EquityIndustrial ServicesCanada3.41%
Canadian National Railway CoCanadian EquityIndustrial ServicesCanada3.05%
Bank of MontrealCanadian EquityFinancial ServicesCanada2.96%
Bank of Nova ScotiaCanadian EquityFinancial ServicesCanada2.65%
Brookfield Corp Cl ACanadian EquityFinancial ServicesCanada2.56%
Canadian Natural Resources LtdCanadian EquityEnergyCanada2.39%

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 -1.92 4.10 17.50 4.62 10.88 6.48 8.87 -   
Benchmark -1.82 4.10 16.91 4.68 8.73 7.59 8.86 7.22
Quartile Ranking 2 1 1 2 1 3 2 -

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 14.23 -11.42 29.96 8.02 19.72 -      -      -      -      -     
Benchmark 11.75 -5.84 25.09 5.60 22.88 -8.89 9.10 21.08 -8.32 10.55
Quartile Ranking 1 4 1 1 3 - - - - -

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use.
BofA Merill Lynch Indices used with permission.
© 2024 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us.