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Desjardins Sustainable Global Opportunities Fund A Class

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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.

NAVPS
(05-30-2025) 		$41.43
Change
-$0.31 (-0.75%)

As at April 30, 2025

As at April 30, 2025

As at April 30, 2025

Period
Created with Highcharts 10.3.3Jan 2024Apr 2022Jul 2022Oct 2022Jan 2023Apr 2023Jul 2023Oct 2023Apr 2024Jul 2024Oct 2024Jan 2025Jan 1995Jan 2000Jan 2005Jan 2010Jan 2015Jan 2020$10,000$8,000$9,000$11,000$12,000$13,000$14,000Period

Legend

Desjardins Sustainable Global Opportunities Fund A Class

Compare Options

Fund Returns

Inception Return (September 10, 1990): 6.91%

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 -2.71% -9.35% -5.59% -5.18% 2.90% 5.26% 7.49% 4.42% 8.54% 6.40% 6.04% 5.90% 7.32% 5.51%
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 958 / 2,116 1,284 / 2,104 2,019 / 2,093 1,293 / 2,102 1,857 / 2,032 1,807 / 1,908 1,482 / 1,773 1,297 / 1,618 1,193 / 1,483 1,149 / 1,425 1,052 / 1,229 860 / 1,077 752 / 928 706 / 799
Quartile Ranking 2 3 4 3 4 4 4 4 4 4 4 4 4 4

Monthly Return

Created with Highcharts 10.3.3-6%-4%-2%0%2%4%6%
Monthly Return
Return % May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr
Fund 3.37% -0.10% 3.57% 1.19% 2.87% -2.11% 2.25% -2.62% 4.60% -1.79% -5.14% -2.71%
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

10.69% (April 2009)

Worst Monthly Return Since Inception

-18.53% (August 1998)

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 2.10% 3.27% 8.99% -6.29% 19.05% 14.10% 17.48% -13.98% 11.63% 13.76%
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 4 3 4 3 3 2 2 3 4 4
Category Rank 674/ 764 492/ 889 863/ 1,043 758/ 1,190 777/ 1,385 551/ 1,467 665/ 1,584 972/ 1,736 1,478/ 1,884 1,720/ 2,001

Best Calendar Return (Last 10 years)

19.05% (2019)

Worst Calendar Return (Last 10 years)

-13.98% (2022)

Asset Allocation

Asset Allocation
Name Percent
US Equity 58.32
International Equity 40.06
Cash and Equivalents 1.62

Sector Allocation

Sector Allocation
Name Percent
Financial Services 23.53
Technology 23.35
Healthcare 19.81
Industrial Goods 12.87
Industrial Services 6.16
Other 14.28

Geographic Allocation

Geographic Allocation
Name Percent
North America 59.94
Europe 30.69
Asia 6.83
Latin America 2.56
Other -0.02

Top Holdings

Top Holdings
Name Percent
Microsoft Corp 4.81
Boston Scientific Corp 4.39
Mastercard Inc Cl A 4.25
Linde PLC 3.83
Oracle Corp 3.63
Alcon AG 3.48
Marsh & McLennan Cos Inc 3.35
NVIDIA Corp 3.22
London Stock Exchange Group PLC 2.96
Cadence Design Systems Inc 2.92

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 Global Opportunities Fund A Class

Median

Other - Global Equity

3 Yr Annualized

Standard Deviation 13.70% 13.26% 12.50%
Beta 1.04% 1.04% 0.99%
Alpha -0.05% -0.04% -0.04%
Rsquared 0.86% 0.85% 0.89%
Sharpe 0.31% 0.50% 0.36%
Sortino 0.61% 0.71% 0.36%
Treynor 0.04% 0.06% 0.04%
Tax Efficiency 88.99% 91.52% 80.86%
Volatility Volatility rating is 7 on a scale of 1 to 10 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 10.82% 13.70% 13.26% 12.50%
Beta 1.01% 1.04% 1.04% 0.99%
Alpha -0.09% -0.05% -0.04% -0.04%
Rsquared 0.77% 0.86% 0.85% 0.89%
Sharpe -0.03% 0.31% 0.50% 0.36%
Sortino 0.05% 0.61% 0.71% 0.36%
Treynor 0.00% 0.04% 0.06% 0.04%
Tax Efficiency 52.97% 88.99% 91.52% 80.86%

Fundata ESG Metrics

Fundata ESG Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A74.2​74.258.3​58.30%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: A68.3​68.359.5​59.50%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: A85.0​85.057.7​57.70%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: A52.5​52.556.6​56.60%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 10, 1990
Instrument Type Mutual Fund (Responsible Investment)
Share Class Commission Based Advice
Legal Status Trust
Sales Status Open
Currency CAD
Distribution Frequency Annual
Assets ($mil) $433

Fund Codes

FundServ Code Load Code Sales Status
DJT00009

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 everywhere in the world, including emerging markets.

Investment Strategy

The sub-manager applies a bottom-up fundamental approach coupled with top-down macroeconomic analysis to select the securities in which the Fund’s assets will be invested.

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

Desjardins Investments Inc.

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 2.27%
Management Fee 1.72%
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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