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

Desjardins Sustainable Positive Change Fund D-Class Units

Global Equity

FundGrade D Click for more information on Fundata’s FundGrade

FundGrade D

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.

FundGrade A+® Rating Recipient

FundGrade A+® Rating Recipient

2021

Click for more information on Fundata’s FundGrade

NAVPS
(05-22-2025)
$18.96
Change
$0.01 (0.07%)

As at April 30, 2025

As at April 30, 2025

As at April 30, 2025

Period
Created with Highcharts 10.3.3Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 2025Apr 2022Oct 2022Apr 2023Oct 2023Apr 2024Oct 2024Jan 2019Jan 2020Jan 2021Jan 2022Jan 2023Jan 2024Jan 2025Jan 2…$10,000$7,000$8,000$9,000$11,000$12,000Period

Legend

Desjardins Sustainable Positive Change Fund D-Class Units

Compare Options


Fund Returns

Inception Return (September 05, 2018): 10.40%

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% -9.95% 0.80% -3.18% 8.93% 6.25% 5.96% -1.42% 8.93% 12.19% - - - -
Benchmark -2.97% -7.99% 0.02% -4.37% 12.05% 15.36% 12.95% 8.94% 12.87% 10.21% 10.09% 9.79% 11.46% 10.10%
Category Average -2.36% -7.61% -0.68% -3.44% 8.76% 11.25% 9.41% 5.89% 10.36% 7.80% 7.70% 7.48% 8.67% 7.40%
Category Rank 42 / 2,113 1,417 / 2,101 547 / 2,090 791 / 2,099 1,018 / 2,029 1,750 / 1,905 1,652 / 1,770 1,581 / 1,615 1,104 / 1,480 72 / 1,422 - - - -
Quartile Ranking 1 3 2 2 3 4 4 4 3 1 - - - -

Monthly Return

Created with Highcharts 10.3.3-10%-5%0%5%10%
Monthly Return
Return % May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr
Fund -0.99% 5.04% -2.31% 2.44% 2.59% 1.22% 5.28% -1.12% 7.52% -5.73% -5.62% 1.21%
Benchmark 3.15% 2.29% 2.79% 0.04% 2.54% 0.69% 4.44% 0.14% 3.94% -1.04% -4.18% -2.97%

Best Monthly Return Since Inception

16.01% (April 2020)

Worst Monthly Return Since Inception

-13.77% (January 2022)

Calendar Return (%)

Created with Highcharts 10.3.3-50%-25%0%25%50%75%100%
Calendar Return
Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Fund - - - - 22.53% 81.61% 7.96% -25.07% 11.73% 11.74%
Benchmark 16.88% 5.18% 16.29% -1.79% 21.41% 13.15% 17.62% -12.64% 19.37% 26.84%
Category Average 8.98% 3.86% 14.23% -5.38% 19.94% 11.73% 16.21% -13.86% 15.08% 20.13%
Quartile Ranking - - - - 2 1 4 4 4 4
Category Rank - - - - 411/ 1,382 27/ 1,464 1,493/ 1,581 1,598/ 1,733 1,459/ 1,881 1,799/ 1,998

Best Calendar Return (Last 10 years)

81.61% (2020)

Worst Calendar Return (Last 10 years)

-25.07% (2022)

Asset Allocation

Asset Allocation
Name Percent
International Equity 49.12
US Equity 45.04
Canadian Equity 4.21
Cash and Equivalents 1.63

Sector Allocation

Sector Allocation
Name Percent
Technology 40.67
Healthcare 14.11
Financial Services 10.95
Industrial Goods 10.71
Consumer Services 10.03
Other 13.53

Geographic Allocation

Geographic Allocation
Name Percent
North America 50.88
Asia 21.64
Europe 16.20
Latin America 11.29
Other -0.01

Top Holdings

Top Holdings
Name Percent
Mercadolibre Inc 8.01
Taiwan Semiconductor Manufactrg Co Ltd 5.81
Duolingo Inc Cl A 5.67
ASML Holding NV 4.68
HDFC Bank Ltd 4.55
Microsoft Corp 3.98
Autodesk Inc 3.74
Shopify Inc Cl A 3.72
Grab Holdings Ltd Cl A 3.66
Alnylam Pharmaceuticals Inc 3.55

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 Return681012141618202224-20%-10%0%10%20%30%

Desjardins Sustainable Positive Change Fund D-Class Units

Median

Other - Global Equity

3 Yr Annualized

Standard Deviation 17.66% 20.82% -
Beta 1.23% 1.44% -
Alpha -0.09% -0.08% -
Rsquared 0.73% 0.67% -
Sharpe 0.19% 0.40% -
Sortino 0.39% 0.58% -
Treynor 0.03% 0.06% -
Tax Efficiency 100.00% 91.20% -
Volatility Volatility rating is 10 on a scale of 1 to 10 Volatility rating is 10 on a scale of 1 to 10 -

Risk Rating

Rating 10 out of ten

Annualized Key Ratio Period Comparison

Key Ratio
Key Ratio 1 Yr 3 Yr 5 Yr 10 Yr
Standard Deviation 14.39% 17.66% 20.82% -
Beta 0.98% 1.23% 1.44% -
Alpha -0.02% -0.09% -0.08% -
Rsquared 0.41% 0.73% 0.67% -
Sharpe 0.40% 0.19% 0.40% -
Sortino 0.73% 0.39% 0.58% -
Treynor 0.06% 0.03% 0.06% -
Tax Efficiency 100.00% 100.00% 91.20% -

Fundata ESG Metrics

Fundata ESG Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A71.271.258.258.20%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: A41.541.559.559.50%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: A72.472.457.757.70%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: A59.259.256.556.50%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.

Fund Details

Start Date September 05, 2018
Instrument Type Mutual Fund (Responsible Investment)
Share Class Do-It-Yourself
Legal Status Trust
Sales Status Open
Currency CAD
Distribution Frequency Annual
Assets ($mil) $278

Fund Codes

FundServ Code Load Code Sales Status
DJT07174

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 anywhere in the world, including emerging markets, whose product/services or conduct help to build a more sustainable world.

Investment Strategy

The sub-manager selects the shares of corporations whose products/services or conduct help to build a more sustainable world for future generations. These corporations face critical challenges in a wide range of fields, including, without limitation, social inclusion and education, resource needs and the environment, health and quality of life, and base of the pyramid (basic needs).

Portfolio Management

Portfolio Manager

Desjardins Global Asset Management Inc.

Sub-Advisor

Baillie Gifford Overseas Limited

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 1.08%
Management Fee 0.72%
Load No Load
FE Max -
DSC Max -
Trailer Fee Max (FE) -
Trailer Fee Max (DSC) -
Trailer Fee Max (NL) -
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