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Desjardins Sustainable Canadian Equity Fund D Class

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Canadian Equity

FundGrade D Click for more information on Fundata’s FundGrade

FundGrade D

Click for more information on Fundata’s FundGrade.

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

Fundata ESG Grade C

Click for more information on Fundata’s ESG Grade.

NAVPS
(05-27-2025) 		$15.17
Change
$0.11 (0.74%)

As at April 30, 2025

As at April 30, 2025

As at April 30, 2025

Period
Created with Highcharts 10.3.3Sep 2018Jan 2019May 2019Sep 2019Jan 2020May 2020Sep 2020Jan 2021May 2021Sep 2021Jan 2022May 2022Sep 2022Jan 2023May 2023Sep 2023Jan 2024May 2024Sep 2024Jan 2025Apr 2022Jul 2022Oct 2022Apr 2023Jul 2023Oct 2023Apr 2024Jul 2024Oct 2024Jan 2019Jan 2020Jan 2021Jan 2022Jan 2023Jan 2024Jan 2025Jan 2…$10,000$7,500$12,500$15,000$17,500$8,000$9,000$11,000$12,000$13,000$14,000Period

Legend

Desjardins Sustainable Canadian Equity Fund D Class

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Fund Returns

Inception Return (May 11, 2018): 7.90%

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 1.21% -0.46% 5.80% 3.53% 20.12% 13.40% 9.21% 8.31% 12.19% 8.55% - - - -
Benchmark -0.10% -2.00% 4.34% 1.41% 17.85% 13.20% 9.57% 10.07% 14.37% 10.31% 10.21% 9.29% 9.91% 8.27%
Category Average 0.23% -1.84% 3.11% 0.90% 14.34% 10.68% 7.88% 8.62% 12.76% 8.73% 8.40% 7.51% 8.11% 6.76%
Category Rank 96 / 750 148 / 747 94 / 745 97 / 745 102 / 724 116 / 704 242 / 671 413 / 598 407 / 556 364 / 539 - - - -
Quartile Ranking 1 1 1 1 1 1 2 3 3 3 - - - -

Monthly Return

Created with Highcharts 10.3.3-4%-2%0%2%4%6%8%
Monthly Return
Return % May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr
Fund 2.04% -0.20% 6.10% 1.23% 3.45% 0.33% 5.70% -3.32% 4.00% 0.74% -2.38% 1.21%
Benchmark 2.77% -1.42% 5.87% 1.22% 3.15% 0.85% 6.37% -3.27% 3.48% -0.40% -1.51% -0.10%

Best Monthly Return Since Inception

9.06% (November 2023)

Worst Monthly Return Since Inception

-15.55% (March 2020)

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 - - - - 19.05% 6.58% 20.35% -11.23% 11.75% 19.57%
Benchmark -8.32% 21.08% 9.10% -8.89% 22.88% 5.60% 25.09% -5.84% 11.75% 21.65%
Category Average -6.15% 16.46% 6.89% -9.47% 19.21% 3.42% 23.26% -4.82% 9.85% 17.87%
Quartile Ranking - - - - 3 1 4 4 2 2
Category Rank - - - - 372/ 526 121/ 552 490/ 587 589/ 655 207/ 693 295/ 720

Best Calendar Return (Last 10 years)

20.35% (2021)

Worst Calendar Return (Last 10 years)

-11.23% (2022)

Asset Allocation

Asset Allocation
Name Percent
Canadian Equity 91.84
Cash and Equivalents 4.34
Income Trust Units 2.62
International Equity 0.72
US Equity 0.49
Other -0.01

Sector Allocation

Sector Allocation
Name Percent
Financial Services 36.50
Industrial Services 13.18
Basic Materials 11.69
Technology 11.47
Consumer Services 9.97
Other 17.19

Geographic Allocation

Geographic Allocation
Name Percent
North America 98.48
Latin America 0.81
Europe 0.72
Other -0.01

Top Holdings

Top Holdings
Name Percent
Royal Bank of Canada 6.01
Toronto-Dominion Bank 5.25
Agnico Eagle Mines Ltd 4.81
Brookfield Corp Cl A 4.53
Constellation Software Inc 4.25
Waste Connections Inc 3.43
Canadian Pacific Kansas City Ltd 3.40
Wheaton Precious Metals Corp 3.40
Manulife Financial Corp 3.15
Shopify Inc Cl A 3.15

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 Return5678910111213141516171819200%5%10%15%20%25%

Desjardins Sustainable Canadian Equity Fund D Class

Median

Other - Canadian Equity

3 Yr Annualized

Standard Deviation 13.49% 12.67% -
Beta 0.97% 0.97% -
Alpha 0.00% -0.02% -
Rsquared 0.95% 0.94% -
Sharpe 0.43% 0.78% -
Sortino 0.81% 1.22% -
Treynor 0.06% 0.10% -
Tax Efficiency 85.68% 89.50% -
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 10.03% 13.49% 12.67% -
Beta 0.94% 0.97% 0.97% -
Alpha 0.03% 0.00% -0.02% -
Rsquared 0.93% 0.95% 0.94% -
Sharpe 1.52% 0.43% 0.78% -
Sortino 3.58% 0.81% 1.22% -
Treynor 0.16% 0.06% 0.10% -
Tax Efficiency 89.32% 85.68% 89.50% -

Fundata ESG Metrics

Fundata ESG Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A41.3​41.347.3​47.30%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: A54.1​54.150.5​50.50%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: A36.3​36.344.2​44.20%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: A32.4​32.443.4​43.40%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 May 11, 2018
Instrument Type Mutual Fund (Wrap Program, Responsible Investment)
Share Class Do-It-Yourself
Legal Status Trust
Sales Status Open
Currency CAD
Distribution Frequency Annual
Assets ($mil) $1,210

Fund Codes

FundServ Code Load Code Sales Status
DJT07165

Investment Objectives

The objective of the Fund is to achieve long-term capital appreciation by investing primarily in the equity securities of Canadian corporations.

Investment Strategy

The Portfolio Manager evaluates the financial and extra-financial performance of corporations. From a financial perspective, the Portfolio Manager uses a disciplined investment process that relies on fundamental and trend analyses of issuers. The Portfolio Manager will consider, among other things, the corporations’ financial health, valuation and growth perspectives, as well as the quality of their management team. Trend analyses strengthen the Portfolio Manager’s conviction.

Portfolio Management

Portfolio Manager

Desjardins Global Asset Management Inc.
Sub-Advisor

-

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 0.94%
Management Fee 0.48%
Load No Load
FE Max -
DSC Max -
Trailer Fee Max (FE) -
Trailer Fee Max (DSC) -
Trailer Fee Max (NL) -
Trailer Fee Max (LL) -

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