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Desjardins Sustainable Cleantech Fund A Class

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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
(07-22-2025) 		$15.59
Change
-$0.05 (-0.35%)

As at June 30, 2025

As at June 30, 2025

As at June 30, 2025

Period
Created with Highcharts 10.3.3Sep 2016May 2017Jan 2018Sep 2018May 2019Jan 2020Sep 2020May 2021Jan 2022Sep 2022May 2023Jan 2024Sep 2024May 2025Jul 2022Oct 2022Jan 2023Apr 2023Jul 2023Oct 2023Apr 2024Jul 2024Oct 2024Jan 2025Apr 2025Jan 2017Jan 2018Jan 2019Jan 2020Jan 2021Jan 2022Jan 2023Jan 2024Jan 2025$10,000$15,000$20,000$25,000$9,000$11,000$12,000$13,000Period

Legend

Desjardins Sustainable Cleantech Fund A Class

Compare Options

Fund Returns

Inception Return (June 14, 2016): 7.33%

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 2.66% 5.26% 0.01% 0.01% 2.22% 1.35% 4.91% -1.92% 6.32% 5.82% 5.96% 6.00% 7.34% -
Benchmark 3.76% 6.35% 2.67% 2.67% 14.71% 14.69% 15.36% 5.92% 11.27% 8.95% 7.39% 8.17% 9.43% 8.11%
Category Average 3.88% 8.13% 5.61% 5.61% 12.00% 11.55% 12.43% 3.21% 9.31% 7.34% 5.55% 5.75% 6.79% 5.46%
Category Rank 248 / 287 184 / 281 246 / 279 246 / 279 253 / 277 243 / 258 225 / 239 209 / 225 168 / 193 125 / 171 93 / 146 93 / 134 78 / 131 -
Quartile Ranking 4 3 4 4 4 4 4 4 4 3 3 3 3 -

Monthly Return

Created with Highcharts 10.3.3-8%-6%-4%-2%0%2%4%6%8%
Monthly Return
Return % Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun
Fund 6.39% -1.99% 4.34% -3.19% 1.43% -4.33% 4.19% -3.55% -5.46% -1.94% 4.56% 2.66%
Benchmark 5.44% -1.29% 3.07% 0.86% 6.51% -3.05% 4.42% -3.55% -4.14% -3.02% 5.68% 3.76%

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/ 132 74/ 142 25/ 168 61/ 174 82/ 209 177/ 231 215/ 248 230/ 266

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 48.39
US Equity 40.88
Canadian Equity 9.89
Cash and Equivalents 0.84

Sector Allocation

Sector Allocation
Name Percent
Industrial Goods 26.79
Technology 21.56
Utilities 14.19
Basic Materials 12.28
Industrial Services 9.09
Other 16.09

Geographic Allocation

Geographic Allocation
Name Percent
North America 51.62
Europe 36.44
Asia 10.41
Latin America 1.54

Top Holdings

Top Holdings
Name Percent
Waste Connections Inc 3.45
L'Air Liquide SA 3.44
Trimble Inc 3.09
Synopsys Inc 2.94
DSM-Firmenich AG 2.91
Veolia Environnement SA 2.83
Xylem Inc 2.81
Ormat Technologies Inc 2.68
Kingspan Group PLC 2.41
PTC Inc 2.35

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 Return10152025303540455055606570-20%-10%0%10%20%30%40%50%60%

Desjardins Sustainable Cleantech Fund A Class

Median

Other - Global Small/Mid Cap Eq

3 Yr Annualized

Standard Deviation 16.66% 16.31% -
Beta 1.08% 1.05% -
Alpha -0.10% -0.05% -
Rsquared 0.88% 0.84% -
Sharpe 0.13% 0.30% -
Sortino 0.29% 0.40% -
Treynor 0.02% 0.05% -
Tax Efficiency 87.75% 87.07% -
Volatility Volatility rating is 9 on a scale of 1 to 10 Volatility rating is 10 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 14.23% 16.66% 16.31% -
Beta 0.90% 1.08% 1.05% -
Alpha -0.10% -0.10% -0.05% -
Rsquared 0.79% 0.88% 0.84% -
Sharpe -0.02% 0.13% 0.30% -
Sortino 0.01% 0.29% 0.40% -
Treynor 0.00% 0.02% 0.05% -
Tax Efficiency 80.72% 87.75% 87.07% -

Fundata ESG Metrics

Fundata ESG Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A6.4​6.48.6​8.60%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: A6.9​6.911.8​11.80%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: A5.7​5.78.5​8.50%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: A9.1​9.112.4​12.40%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) $398

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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