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Desjardins Sustainable International Equity Fund A-Class Units

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International Equity

FundGrade E Click for more information on Fundata’s FundGrade

FundGrade E

Click for more information on Fundata’s FundGrade.

Fundata ESG GradeB Click for more information on Fundata’s ESG Grade

Fundata ESG Grade B

Click for more information on Fundata’s ESG Grade.

NAVPS
(05-20-2025) 		$12.11
Change
$0.04 (0.36%)

As at April 30, 2025

As at April 30, 2025

As at April 30, 2025

Period
Created with Highcharts 10.3.3Jan 2019Jul 2019Jan 2020Jul 2020Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 2025Oct 2022Apr 2023Oct 2023Apr 2024Oct 2024Apr 2025Jan 2019Jan 2020Jan 2021Jan 2022Jan 2023Jan 2024Jan 2025$8,000$9,000$10,000$11,000$12,000$13,000$14,000$15,000Period

Legend

Desjardins Sustainable International Equity Fund A-Class Units

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Fund Returns

Inception Return (September 05, 2018): 4.42%

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 1.09% -3.90% 3.77% 4.30% 10.36% 6.75% 8.37% 3.06% 5.51% 3.79% - - - -
Benchmark 0.66% 1.09% 7.07% 6.87% 11.81% 11.28% 11.79% 6.83% 10.51% 7.21% 6.12% 6.46% 8.04% 6.69%
Category Average -0.04% -0.20% 5.18% 5.32% 10.73% 9.28% 10.04% 5.03% 9.11% 6.07% 5.29% 5.45% 6.84% 5.39%
Category Rank 37 / 800 628 / 797 490 / 795 442 / 795 398 / 770 594 / 735 556 / 714 588 / 692 633 / 652 574 / 615 - - - -
Quartile Ranking 1 4 3 3 3 4 4 4 4 4 - - - -

Monthly Return

Created with Highcharts 10.3.3-5%0%5%10%
Monthly Return
Return % May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr
Fund 2.70% -1.28% 4.64% 0.95% 1.62% -2.27% -1.67% 1.18% 8.53% -0.90% -4.08% 1.09%
Benchmark 2.60% -0.96% 4.08% 0.37% 1.09% -2.68% 0.03% 0.16% 5.72% 1.20% -0.76% 0.66%

Best Monthly Return Since Inception

11.55% (November 2020)

Worst Monthly Return Since Inception

-7.62% (January 2022)

Calendar Return (%)

Created with Highcharts 10.3.3-20%-10%0%10%20%30%
Calendar Return
Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Fund - - - - 16.67% 5.99% 5.87% -17.57% 11.96% 10.87%
Benchmark 19.41% -1.70% 18.37% -6.81% 16.27% 8.01% 8.97% -10.67% 15.74% 11.18%
Category Average 13.82% -2.56% 17.84% -8.91% 17.54% 7.87% 8.64% -12.60% 13.75% 10.76%
Quartile Ranking - - - - 3 3 4 4 3 3
Category Rank - - - - 352/ 597 382/ 647 563/ 677 611/ 699 538/ 729 512/ 764

Best Calendar Return (Last 10 years)

16.67% (2019)

Worst Calendar Return (Last 10 years)

-17.57% (2022)

Asset Allocation

Asset Allocation
Name Percent
International Equity 87.15
Canadian Equity 4.88
US Equity 4.75
Cash and Equivalents 3.23
Other -0.01

Sector Allocation

Sector Allocation
Name Percent
Technology 33.00
Consumer Goods 26.85
Healthcare 15.43
Financial Services 12.26
Industrial Services 7.57
Other 4.89

Geographic Allocation

Geographic Allocation
Name Percent
Europe 68.81
Asia 18.32
North America 12.86
Other 0.01

Top Holdings

Top Holdings
Name Percent
Sap SE 9.85
London Stock Exchange Group PLC 5.66
Constellation Software Inc 4.88
Mastercard Inc Cl A 4.75
Nintendo Co Ltd 4.69
L'Oreal SA 4.67
Wolters Kluwer NV Cl C 4.39
Alcon AG 3.83
Amadeus IT Group SA 3.82
Hermes International SCA 3.62

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 Return91011121314151617181920210%5%10%15%20%25%

Desjardins Sustainable International Equity Fund A-Class Units

Median

Other - International Equity

3 Yr Annualized

Standard Deviation 13.47% 13.43% -
Beta 0.99% 1.00% -
Alpha -0.03% -0.05% -
Rsquared 0.86% 0.86% -
Sharpe 0.37% 0.29% -
Sortino 0.75% 0.38% -
Treynor 0.05% 0.04% -
Tax Efficiency 90.69% 87.27% -
Volatility Volatility rating is 7 on a scale of 1 to 10 Volatility rating is 7 on a scale of 1 to 10 -

Risk Rating

Rating 7 out of ten

Annualized Key Ratio Period Comparison

Key Ratio
Key Ratio 1 Yr 3 Yr 5 Yr 10 Yr
Standard Deviation 11.70% 13.47% 13.43% -
Beta 1.35% 0.99% 1.00% -
Alpha -0.05% -0.03% -0.05% -
Rsquared 0.83% 0.86% 0.86% -
Sharpe 0.58% 0.37% 0.29% -
Sortino 1.32% 0.75% 0.38% -
Treynor 0.05% 0.05% 0.04% -
Tax Efficiency 78.48% 90.69% 87.27% -

Fundata ESG Metrics

Fundata ESG Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A70.7​70.773.6​73.60%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: A69.9​69.972.2​72.20%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: A76.5​76.579.1​79.10%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: A60.6​60.666.8​66.80%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 September 05, 2018
Instrument Type Mutual Fund (Responsible Investment)
Share Class Commission Based Advice
Legal Status Trust
Sales Status Open
Currency CAD
Distribution Frequency Annual
Assets ($mil) $1,002

Fund Codes

FundServ Code Load Code Sales Status
DJT00170

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 or operating outside of Canada and the United States, including emerging markets.

Investment Strategy

A systematic screening process combined with fundamental research to seek to identify companies that, according to the sub-manager, represent long-term investment opportunities considering the company’s quality, growth and valuation; - A proprietary research framework that includes the assessment of material ESG (environmental, social and governance) issues and the assessment of the climate strategy to select companies that have the prerequisites for delivering long-term sustainable value;

Portfolio Management

Portfolio Manager

Desjardins Global Asset Management Inc.
Sub-Advisor

Ninety One North America, Inc

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 1,000
PAC Subsequent 25
SWP Allowed Yes
SWP Min Balance 10,000
SWP Min Withdrawal 100

Fees

MER 2.26%
Management Fee 1.75%
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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