Fund Library Home Page
Sign In Français

  • My Watchlist is is a members only feature. Sign in or Sign up for free access to the watchlist feature.

Try Fund Library Premium

For Free with a 30 day trial!

Gain access to

  • Unlimited Watchlists
  • Advanced Search Filtering
  • Fund Comparisons
  • Portfolio Scenarios
  • Customizable PDF Reports
Sign up Now More Info

Desjardins Sustainable Cleantech Fund A Class

  • Premium Feature Only
Add to My Watchlist

Global Small/Mid Cap Eq

FundGrade C Click for more information on Fundata’s FundGrade

FundGrade C

Click for more information on Fundata’s FundGrade.

Fundata ESG GradeE 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

FundGrade A+® Rating Recipient

2022, 2021, 2020

Click for more information on Fundata’s FundGrade

NAVPS
(09-19-2025) 		$16.04
Change
-$0.09 (-0.56%)

As at August 31, 2025

As at August 31, 2025

As at August 31, 2025

Period
Created with Highcharts 10.3.3Jan 2023Jul 2023Jan 2024Jul 2024Jan 2025Jul 2025Oct 2022Apr 2023Oct 2023Apr 2024Oct 2024Apr 2025Jan 2017Jan 2018Jan 2019Jan 2020Jan 2021Jan 2022Jan 2023Jan 2024Jan 2025$10,000$8,500$9,000$9,500$10,500$11,000$11,500$12,000Period

Legend

Desjardins Sustainable Cleantech Fund A Class

Compare Options

Fund Returns

Inception Return (June 14, 2016): 7.74%

Fund Returns
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 0.95% 7.65% 4.35% 4.87% 2.79% 4.31% 4.01% -2.91% 5.17% 7.28% 6.24% 6.75% 7.00% -
Benchmark 2.65% 9.37% 7.46% 8.22% 16.17% 15.73% 14.78% 6.16% 11.27% 10.19% 7.86% 8.97% 9.25% 8.97%
Category Average 2.84% 8.13% 9.05% 9.93% 11.65% 13.17% 12.40% 3.58% 8.75% 8.63% 6.03% 6.42% 6.67% 6.20%
Category Rank 244 / 285 146 / 284 205 / 278 213 / 276 250 / 275 240 / 263 228 / 238 211 / 223 170 / 191 129 / 168 84 / 143 92 / 138 90 / 128 -
Quartile Ranking 4 3 3 4 4 4 4 4 4 4 3 3 3 -

Monthly Return

Created with Highcharts 10.3.3-8%-6%-4%-2%0%2%4%6%8%
Monthly Return
Return % Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug
Fund 4.34% -3.19% 1.43% -4.33% 4.19% -3.55% -5.46% -1.94% 4.56% 2.66% 3.88% 0.95%
Benchmark 3.07% 0.86% 6.51% -3.05% 4.42% -3.55% -4.14% -3.02% 5.68% 3.76% 2.68% 2.65%

Best Monthly Return Since Inception

10.19% (July 2022)

Worst Monthly Return Since Inception

-13.56% (March 2020)

Calendar Return (%)

Created with Highcharts 10.3.3-30%-20%-10%0%10%20%30%
Calendar Return
Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Fund - - 14.93% -8.80% 26.70% 27.61% 15.80% -19.04% 5.88% 2.43%
Benchmark 16.61% 7.47% 15.40% -7.34% 20.09% 11.07% 15.50% -13.14% 14.59% 18.68%
Category Average 9.56% 3.48% 12.62% -10.42% 13.76% 14.53% 12.37% -15.59% 12.82% 12.04%
Quartile Ranking - - 2 3 1 2 2 4 4 4
Category Rank - - 51/ 129 74/ 139 25/ 165 61/ 171 79/ 206 174/ 228 212/ 245 227/ 263

Best Calendar Return (Last 10 years)

27.61% (2020)

Worst Calendar Return (Last 10 years)

-19.04% (2022)

Asset Allocation

Asset Allocation
Name Percent
International Equity 49.15
US Equity 40.43
Canadian Equity 8.87
Cash and Equivalents 1.54
Other 0.01

Sector Allocation

Sector Allocation
Name Percent
Industrial Goods 31.55
Technology 20.76
Utilities 13.07
Basic Materials 10.58
Industrial Services 6.97
Other 17.07

Geographic Allocation

Geographic Allocation
Name Percent
North America 50.85
Europe 34.65
Asia 13.02
Latin America 1.51

Top Holdings

Top Holdings
Name Percent
Synopsys Inc 3.28
L'Air Liquide SA 3.26
Waste Connections Inc 3.24
Xylem Inc 2.91
Trimble Inc 2.80
PTC Inc 2.76
Ormat Technologies Inc 2.59
DSM-Firmenich AG 2.54
Veolia Environnement SA 2.49
Spirax-Sarco Engineering PLC 2.43

Equity Style

Market capitalization is large. Equity style is growth.

Fixed Income Style

Fixed income style data not available
Period: 

Risk vs Return (3 Yr)

Created with Highcharts 10.3.3Risk (Annualized Standard Deviation)ReturnMedian DeviationMedian Return101520253035404550556065-20%-10%0%10%20%30%40%50%

Desjardins Sustainable Cleantech Fund A Class

Median

Other - Global Small/Mid Cap Eq

3 Yr Annualized

Standard Deviation 15.70% 16.07% -
Beta 1.05% 1.04% -
Alpha -0.10% -0.06% -
Rsquared 0.87% 0.85% -
Sharpe 0.07% 0.23% -
Sortino 0.20% 0.30% -
Treynor 0.01% 0.04% -
Tax Efficiency 85.53% 85.03% -
Volatility Volatility rating is 9 on a scale of 1 to 10 Volatility rating is 9 on a scale of 1 to 10 -

Risk Rating

Rating 9 out of ten

Annualized Key Ratio Period Comparison

Key Ratio
Key Ratio 1 Yr 3 Yr 5 Yr 10 Yr
Standard Deviation 13.06% 15.70% 16.07% -
Beta 0.86% 1.05% 1.04% -
Alpha -0.10% -0.10% -0.06% -
Rsquared 0.75% 0.87% 0.85% -
Sharpe 0.04% 0.07% 0.23% -
Sortino 0.06% 0.20% 0.30% -
Treynor 0.01% 0.01% 0.04% -
Tax Efficiency 84.86% 85.53% 85.03% -

Fundata ESG Metrics

Fundata ESG Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A6.7​6.78.7​8.70%10%20%30%40%50%60%70%80%90%100%

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

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A7.4​7.411.6​11.60%10%20%30%40%50%60%70%80%90%100%

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

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A6.3​6.37.9​7.90%10%20%30%40%50%60%70%80%90%100%

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

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A10.9​10.912.5​12.50%10%20%30%40%50%60%70%80%90%100%

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.

View the full methodology

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) $413

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.

  • Bruce Jenkyn-Jones
  • Jon Foster
  • Fotis Chatzimichalakis

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) -

Try Fund Library Premium

For Free with a 30 day trial!

Gain access to

  • Unlimited Watchlists
  • Advanced Search Filtering
  • Fund Comparisons
  • Portfolio Scenarios
  • Customizable PDF Reports
Sign up Now More Info