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Desjardins Sustainable Global Opportunities Fund A Class
Global Equity
Click for more information on Fundata’s FundGrade
FundGrade E
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Click for more information on Fundata’s ESG Grade
Fundata ESG Grade B
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|
NAVPS (05-13-2026) |
$41.24 |
|---|---|
| Change |
$0.06
(0.15%)
|
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 (September 10, 1990): 6.95%
| 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 | 6.45% | 0.33% | -3.71% | -0.56% | 8.42% | 5.62% | 6.30% | 7.72% | 5.20% | 8.52% | 6.69% | 6.33% | 6.18% | 7.43% |
| Benchmark | 7.58% | 4.12% | 5.12% | 6.30% | 29.61% | 20.51% | 19.92% | 16.90% | 12.79% | 15.50% | 12.79% | 12.36% | 11.83% | 13.15% |
| Category Average | 6.60% | 2.38% | 3.11% | 3.94% | 21.52% | 14.96% | 14.57% | 12.32% | 8.85% | 12.15% | 9.66% | 9.34% | 8.95% | 9.89% |
| Category Rank | 1,029 / 2,190 | 1,680 / 2,172 | 1,968 / 2,146 | 1,870 / 2,155 | 1,824 / 2,076 | 1,831 / 1,971 | 1,758 / 1,850 | 1,556 / 1,728 | 1,387 / 1,576 | 1,251 / 1,440 | 1,254 / 1,387 | 1,123 / 1,196 | 928 / 1,042 | 818 / 894 |
| Quartile Ranking | 2 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 |
Monthly Return
| Return % | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Jan | Feb | Mar | Apr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 5.19% | 2.47% | 3.25% | -1.81% | 1.96% | 1.07% | -2.80% | -0.38% | -0.89% | 1.40% | -7.05% | 6.45% |
| Benchmark | 5.37% | 3.64% | 2.87% | 1.95% | 4.75% | 2.78% | -0.21% | -0.91% | 2.09% | 2.25% | -5.34% | 7.58% |
Best Monthly Return Since Inception
10.69% (April 2009)
Worst Monthly Return Since Inception
-18.53% (August 1998)
Calendar Return (%)
| Return % | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 3.27% | 8.99% | -6.29% | 19.05% | 14.10% | 17.48% | -13.98% | 11.63% | 13.76% | 3.38% |
| Benchmark | 5.18% | 16.29% | -1.79% | 21.41% | 13.15% | 17.62% | -12.64% | 19.37% | 26.84% | 16.60% |
| Category Average | 3.86% | 14.23% | -5.38% | 19.94% | 11.73% | 16.21% | -13.86% | 15.08% | 20.13% | 12.89% |
| Quartile Ranking | 3 | 4 | 3 | 3 | 2 | 2 | 3 | 4 | 4 | 4 |
| Category Rank | 483/ 857 | 833/ 1,009 | 735/ 1,156 | 765/ 1,347 | 536/ 1,429 | 653/ 1,543 | 945/ 1,695 | 1,433/ 1,827 | 1,663/ 1,940 | 1,876/ 2,051 |
Best Calendar Return (Last 10 years)
19.05% (2019)
Worst Calendar Return (Last 10 years)
-13.98% (2022)
Asset Allocation
| Name | Percent |
|---|---|
| US Equity | 52.87 |
| International Equity | 45.54 |
| Cash and Equivalents | 1.59 |
Sector Allocation
| Name | Percent |
|---|---|
| Technology | 35.91 |
| Financial Services | 18.39 |
| Industrial Goods | 13.73 |
| Healthcare | 11.79 |
| Consumer Goods | 4.97 |
| Other | 15.21 |
Geographic Allocation
| Name | Percent |
|---|---|
| North America | 54.46 |
| Europe | 29.02 |
| Asia | 12.53 |
| Latin America | 3.97 |
| Other | 0.02 |
Top Holdings
| Name | Percent |
|---|---|
| NVIDIA Corp | 7.04 |
| Microsoft Corp | 5.54 |
| Taiwan Semiconductor Manufactrg Co Ltd | 3.91 |
| Linde PLC | 3.78 |
| Mastercard Inc Cl A | 3.22 |
| Schneider Electric SE | 3.20 |
| Keyence Corp | 2.99 |
| Infineon Technologies AG Cl N | 2.72 |
| London Stock Exchange Group PLC | 2.70 |
| Sunbelt Rentals Holdings Inc | 2.69 |
Equity Style
Fixed Income Style
Risk vs Return (3 Yr)
Desjardins Sustainable Global Opportunities Fund A Class
Median
Other - Global Equity
3 Yr Annualized
| Standard Deviation | 11.48% | 13.56% | 12.44% |
|---|---|---|---|
| Beta | 1.01 | 1.04 | 1.00 |
| Alpha | -0.12 | -0.07 | -0.05 |
| Rsquared | 0.86% | 0.84% | 0.88% |
| Sharpe | 0.27 | 0.23 | 0.49 |
| Sortino | 0.49 | 0.32 | 0.58 |
| Treynor | 0.03 | 0.03 | 0.06 |
| Tax Efficiency | 83.41% | 83.31% | 89.39% |
| Volatility |
|
|
|
Risk Rating
Annualized Key Ratio Period Comparison
| Key Ratio | 1 Yr | 3 Yr | 5 Yr | 10 Yr |
|---|---|---|---|---|
| Standard Deviation | 12.68% | 11.48% | 13.56% | 12.44% |
| Beta | 1.03 | 1.01 | 1.04 | 1.00 |
| Alpha | -0.19 | -0.12 | -0.07 | -0.05 |
| Rsquared | 0.86% | 0.86% | 0.84% | 0.88% |
| Sharpe | 0.51 | 0.27 | 0.23 | 0.49 |
| Sortino | 0.71 | 0.49 | 0.32 | 0.58 |
| Treynor | 0.06 | 0.03 | 0.03 | 0.06 |
| Tax Efficiency | 86.06% | 83.41% | 83.31% | 89.39% |
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 | September 10, 1990 |
|---|---|
| Instrument Type | Mutual Fund (Responsible Investment) |
| Share Class | Commission Based Advice |
| Legal Status | Trust |
| Sales Status | Open |
| Currency | CAD |
| Distribution Frequency | Annual |
| Assets ($mil) | $663 |
Fund Codes
| FundServ Code | Load Code | Sales Status |
|---|---|---|
| DJT00009 |
Investment Objectives
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 everywhere in the world, including emerging markets.
Investment Strategy
The sub-manager applies a bottom-up fundamental approach coupled with top-down macroeconomic analysis to select the securities in which the Fund’s assets will be invested.
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 |
Desjardins Investments Inc. |
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 | 2.24% |
|---|---|
| Management Fee | 1.72% |
| 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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