(As of 6/30/2025)

Desjardins Sustainable Cleantech Fund A

(Global Small/Mid Cap Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2021
2020




Inception Return
(6/14/2016)
7.33 %
YTD Return 0.01 %
NAVPS
(7/11/2025)
$15.66
Change ($0.13) / -0.83 %
Growth of $10,000 (As of June 30, 2025)
MER 2.61 %
Assets ($mil) $397.96
Rank (1Yr) 253/277
Std Dev (3Yr) 16.66 %
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 long-term capital appreciation by investing primarily in equity and equity-related securities of corporations that operate in the cleantech sector throughout the world, including emerging markets.
Fund Manager

Desjardins Investments Inc.

Portfolio Manager

Desjardins Global Asset Management Inc.

Sub-Advisor

Impax Asset Management Ltd.

 
Asset Allocation
(As of June 30, 2025)
Sector Allocation
(As of June 30, 2025)
Geographic Allocation
(As of June 30, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Waste Connections IncCanadian EquityIndustrial ServicesCanada3.45%
L'Air Liquide SAInternational EquityBasic MaterialsEuropean Union3.44%
Trimble IncUS EquityTechnologyUnited States3.09%
Synopsys IncUS EquityTechnologyUnited States2.94%
DSM-Firmenich AGInternational EquityFinancial ServicesOther European2.91%
Veolia Environnement SAInternational EquityUtilitiesEuropean Union2.83%
Xylem IncUS EquityIndustrial GoodsUnited States2.81%
Ormat Technologies IncUS EquityUtilitiesUnited States2.68%
Kingspan Group PLCInternational EquityReal EstateEuropean Union2.41%
PTC IncUS EquityTechnologyUnited States2.35%

Performance Data (As of June 30, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.66 5.26 0.01 0.01 2.22 4.91 6.32 -   
Benchmark 3.76 6.35 2.67 2.67 14.71 15.36 11.27 8.11
Quartile Ranking 4 3 4 4 4 4 4 -

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 2.43 5.88 -19.04 15.80 27.61 26.70 -8.80 14.93 -      -     
Benchmark 18.68 14.59 -13.14 15.50 11.07 20.09 -7.34 15.40 7.47 16.61
Quartile Ranking 4 4 4 2 2 1 3 2 - -

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.
© 2025 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us.