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Desjardins Sustainable Cleantech Fund A Class
Global Small/Mid Cap Eq
Click for more information on Fundata’s FundGrade
FundGrade C
Click for more information on Fundata’s FundGrade.
Click for more information on Fundata’s ESG Grade
Fundata ESG Grade E
Click for more information on Fundata’s ESG Grade.
FundGrade A+® Rating Recipient
2022, 2021, 2020
Click for more information on Fundata’s FundGrade
|
NAVPS (05-13-2026) |
$18.19 |
|---|---|
| Change |
$0.18
(0.97%)
|
As at April 30, 2026
As at April 30, 2026
As at April 30, 2026
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Legend
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Fund Returns
Inception Return (June 14, 2016): 8.25%
| Row Heading | Return | Annualized Return | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Mth | 3 Mth | 6 Mth | YTD | 1 Yr | 2 Yr | 3 Yr | 4 Yr | 5 Yr | 6 Yr | 7 Yr | 8 Yr | 9 Yr | 10 Yr | |
| Fund | 10.82% | 10.30% | 8.17% | 14.29% | 23.87% | 8.05% | 5.56% | 5.26% | 2.22% | 9.08% | 6.98% | 7.17% | 6.78% | - |
| Benchmark | 6.39% | 5.47% | 9.44% | 9.49% | 30.90% | 18.14% | 16.63% | 13.52% | 8.99% | 13.91% | 9.87% | 9.19% | 8.96% | 10.55% |
| Category Average | 5.78% | 2.08% | 5.59% | 5.42% | 23.08% | 13.50% | 12.21% | 10.03% | 5.46% | 11.02% | 7.47% | 6.42% | 6.28% | 7.44% |
| Category Rank | 16 / 288 | 10 / 286 | 91 / 285 | 38 / 286 | 89 / 270 | 194 / 257 | 205 / 247 | 197 / 230 | 148 / 209 | 126 / 190 | 104 / 169 | 79 / 141 | 79 / 130 | - |
| Quartile Ranking | 1 | 1 | 2 | 1 | 2 | 4 | 4 | 4 | 3 | 3 | 3 | 3 | 3 | - |
Monthly Return
| Return % | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Jan | Feb | Mar | Apr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 4.56% | 2.66% | 3.88% | 0.95% | 1.79% | -0.06% | -3.29% | -2.14% | 3.62% | 6.11% | -6.20% | 10.82% |
| Benchmark | 5.68% | 3.76% | 2.68% | 2.65% | 2.67% | 0.79% | 0.81% | -0.85% | 3.81% | 4.82% | -5.42% | 6.39% |
Best Monthly Return Since Inception
10.82% (April 2026)
Worst Monthly Return Since Inception
-13.56% (March 2020)
Calendar Return (%)
| Return % | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | - | 14.93% | -8.80% | 26.70% | 27.61% | 15.80% | -19.04% | 5.88% | 2.43% | 0.97% |
| Benchmark | 7.47% | 15.40% | -7.34% | 20.09% | 11.07% | 15.50% | -13.14% | 14.59% | 18.68% | 11.95% |
| Category Average | 3.48% | 12.62% | -10.42% | 13.76% | 14.53% | 12.37% | -15.59% | 12.82% | 12.04% | 12.29% |
| Quartile Ranking | - | 2 | 3 | 1 | 2 | 2 | 4 | 4 | 4 | 4 |
| Category Rank | - | 53/ 130 | 73/ 140 | 25/ 166 | 61/ 171 | 79/ 206 | 175/ 228 | 208/ 240 | 218/ 254 | 230/ 267 |
Best Calendar Return (Last 10 years)
27.61% (2020)
Worst Calendar Return (Last 10 years)
-19.04% (2022)
Asset Allocation
| Name | Percent |
|---|---|
| International Equity | 55.04 |
| US Equity | 37.63 |
| Canadian Equity | 4.22 |
| Income Trust Units | 2.02 |
| Cash and Equivalents | 1.10 |
Sector Allocation
| Name | Percent |
|---|---|
| Industrial Goods | 36.03 |
| Technology | 17.71 |
| Utilities | 11.51 |
| Basic Materials | 9.56 |
| Real Estate | 6.85 |
| Other | 18.34 |
Geographic Allocation
| Name | Percent |
|---|---|
| North America | 42.95 |
| Europe | 39.06 |
| Asia | 15.98 |
| Latin America | 2.01 |
Top Holdings
| Name | Percent |
|---|---|
| Siemens Energy AG | 4.63 |
| Waste Connections Inc | 3.70 |
| L'Air Liquide SA | 3.62 |
| SSE PLC | 3.11 |
| Contemporary Amperex Technology Co Ltd - Comn Cl A | 3.00 |
| Novozymes A/S Cl B | 2.88 |
| Veolia Environnement SA | 2.85 |
| KLA Corp | 2.80 |
| Littelfuse Inc | 2.40 |
| Schneider Electric SE | 2.27 |
Equity Style
Fixed Income Style
Risk vs Return (3 Yr)
Desjardins Sustainable Cleantech Fund A Class
Median
Other - Global Small/Mid Cap Eq
3 Yr Annualized
| Standard Deviation | 16.04% | 16.67% | - |
|---|---|---|---|
| Beta | 1.14 | 1.11 | - |
| Alpha | -0.12 | -0.07 | - |
| Rsquared | 0.84% | 0.87% | - |
| Sharpe | 0.19 | 0.04 | - |
| Sortino | 0.36 | 0.05 | - |
| Treynor | 0.03 | 0.01 | - |
| Tax Efficiency | 90.98% | 71.50% | - |
| Volatility |
|
|
- |
Risk Rating
Annualized Key Ratio Period Comparison
| Key Ratio | 1 Yr | 3 Yr | 5 Yr | 10 Yr |
|---|---|---|---|---|
| Standard Deviation | 15.68% | 16.04% | 16.67% | - |
| Beta | 1.29 | 1.14 | 1.11 | - |
| Alpha | -0.13 | -0.12 | -0.07 | - |
| Rsquared | 0.84% | 0.84% | 0.87% | - |
| Sharpe | 1.30 | 0.19 | 0.04 | - |
| Sortino | 2.55 | 0.36 | 0.05 | - |
| Treynor | 0.16 | 0.03 | 0.01 | - |
| Tax Efficiency | 100.00% | 90.98% | 71.50% | - |
Fundata ESG Metrics
Fundata ESG Score
The E, S, and G scores are averaged for each security in the portfolio, to arrive at an ESG score for each security. We take the portfolio weighted average of the ESG scores for each fund and rank them against their peers to arrive at the Fundata ESG Score from 0-100.
Fundata E Score
Three scores under the Environment bucket are averaged to yield the Fundata Environment Score for each fund from 0-100: (1) Pollution Prevention, (2) Environmental Transparency, (3) Resource Efficiency.
Fundata S Score
Six scores under the Social bucket are averaged to yield the Fundata Social Score for each fund from 0-100. (1) Compensation and Satisfaction, (2) Diversity and Rights, (3) Education and Work Conditions, (4) Community and Charity, (5) Human Rights, (6) Sustainability Integration.
Fundata G Score
Three scores under the governance bucket are averaged to yield the Fundata Governance Score for each fund from 0-100: (1) Board Effectiveness, (2) Management Ethics, (3) Disclosure and Accountability.
Powered by OWL Analytics. For more information, please contact Fundata Canada.
Fund Details
| Start Date | June 14, 2016 |
|---|---|
| Instrument Type | Mutual Fund (Responsible Investment) |
| Share Class | Commission Based Advice |
| Legal Status | Trust |
| Sales Status | Open |
| Currency | CAD |
| Distribution Frequency | Annual |
| Assets ($mil) | $386 |
Fund Codes
| FundServ Code | Load Code | Sales Status |
|---|---|---|
| DJT00168 |
Investment Objectives
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.
Investment Strategy
The sub-manager looks to invest globally in companies active in the growing resource efficiency and environmental markets. These markets address a number of long-term macro-economic themes: growing populations, rising living standards, increasing urbanization, rising consumption, and depletion of limited natural resources.
Portfolio Management
| Portfolio Manager |
Desjardins Global Asset Management Inc. |
|---|---|
| Sub-Advisor |
Impax Asset Management Ltd.
|
Management and Organization
| Fund Manager |
Desjardins Investments Inc. |
|---|---|
| Custodian |
Desjardins Trust Inc. |
| Registrar |
Desjardins Investments Inc. |
| Distributor |
- |
Investment Minimums
| RSP Eligible | Yes |
|---|---|
| PAC Allowed | Yes |
| PAC Initial Investment | 25 |
| PAC Subsequent | 25 |
| SWP Allowed | Yes |
| SWP Min Balance | 1,000 |
| SWP Min Withdrawal | 100 |
Fees
| MER | 2.61% |
|---|---|
| Management Fee | 2.05% |
| Load | No Load |
| FE Max | - |
| DSC Max | - |
| Trailer Fee Max (FE) | - |
| Trailer Fee Max (DSC) | - |
| Trailer Fee Max (NL) | 1.00% |
| Trailer Fee Max (LL) | - |
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