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Desjardins Sustainable Positive Change Fund A-Class Units
Global Equity
Click for more information on Fundata’s FundGrade
FundGrade D
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Click for more information on Fundata’s ESG Grade
Fundata ESG Grade C
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FundGrade A+® Rating Recipient
2021
Click for more information on Fundata’s FundGrade
|
NAVPS (07-17-2026) |
$19.70 |
|---|---|
| Change |
-$0.46
(-2.27%)
|
As at June 30, 2026
As at June 30, 2026
As at June 30, 2026
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Legend
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Fund Returns
Inception Return (September 05, 2018): 11.22%
| 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 | 6.29% | 19.93% | 13.01% | 13.01% | 14.85% | 15.03% | 10.97% | 14.45% | 1.76% | 8.27% | 13.59% | - | - | - |
| Benchmark | 2.20% | 16.97% | 15.58% | 15.58% | 29.04% | 22.33% | 22.51% | 21.79% | 13.88% | 16.04% | 14.53% | 13.24% | 13.18% | 13.83% |
| Category Average | 2.05% | 13.88% | 11.04% | 11.04% | 19.75% | 16.30% | 16.60% | 16.42% | 9.66% | 12.40% | 10.94% | 10.03% | 9.90% | 10.44% |
| Category Rank | 72 / 2,215 | 225 / 2,196 | 809 / 2,161 | 809 / 2,161 | 1,563 / 2,115 | 1,237 / 2,001 | 1,625 / 1,878 | 1,286 / 1,773 | 1,587 / 1,608 | 1,331 / 1,463 | 259 / 1,402 | - | - | - |
| Quartile Ranking | 1 | 1 | 2 | 2 | 3 | 3 | 4 | 3 | 4 | 4 | 1 | - | - | - |
Monthly Return
| Return % | Jul | Aug | Sep | Oct | Nov | Dec | Jan | Feb | Mar | Apr | May | Jun |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 1.04% | 2.10% | 3.70% | 1.92% | -4.16% | -2.74% | 0.29% | 1.53% | -7.45% | 5.76% | 6.69% | 6.29% |
| Benchmark | 2.87% | 1.95% | 4.75% | 2.78% | -0.21% | -0.91% | 2.09% | 2.25% | -5.34% | 7.58% | 6.39% | 2.20% |
Best Monthly Return Since Inception
15.81% (April 2020)
Worst Monthly Return Since Inception
-13.86% (January 2022)
Calendar Return (%)
| Return % | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | - | - | - | 21.49% | 79.86% | 6.84% | -25.96% | 10.44% | 10.48% | 8.86% |
| Benchmark | 5.18% | 16.29% | -1.79% | 21.41% | 13.15% | 17.62% | -12.64% | 19.37% | 26.84% | 16.60% |
| Category Average | 3.86% | 14.23% | -5.38% | 19.94% | 11.73% | 16.21% | -13.86% | 15.08% | 20.13% | 12.89% |
| Quartile Ranking | - | - | - | 2 | 1 | 4 | 4 | 4 | 4 | 3 |
| Category Rank | - | - | - | 484/ 1,355 | 36/ 1,435 | 1,476/ 1,547 | 1,574/ 1,699 | 1,552/ 1,828 | 1,773/ 1,940 | 1,493/ 2,052 |
Best Calendar Return (Last 10 years)
79.86% (2020)
Worst Calendar Return (Last 10 years)
-25.96% (2022)
Asset Allocation
| Name | Percent |
|---|---|
| US Equity | 50.16 |
| International Equity | 46.88 |
| Cash and Equivalents | 1.62 |
| Canadian Equity | 1.35 |
| Other | -0.01 |
Sector Allocation
| Name | Percent |
|---|---|
| Technology | 38.33 |
| Healthcare | 18.42 |
| Industrial Goods | 18.13 |
| Consumer Services | 7.10 |
| Financial Services | 6.56 |
| Other | 11.46 |
Geographic Allocation
| Name | Percent |
|---|---|
| North America | 53.13 |
| Europe | 23.09 |
| Asia | 19.27 |
| Latin America | 4.52 |
| Other | -0.01 |
Top Holdings
| Name | Percent |
|---|---|
| Taiwan Semiconductor Manufactrg Co Ltd | 8.30 |
| ASML Holding NV | 6.76 |
| KLA Corp | 4.50 |
| Remitly Global Inc | 4.47 |
| Deere & Co | 4.34 |
| Microsoft Corp | 3.67 |
| Illumina Inc | 3.54 |
| Ecolab Inc | 3.27 |
| Sandoz Group AG | 3.00 |
| New York Times Co Cl A | 2.93 |
Equity Style
Fixed Income Style
Risk vs Return (3 Yr)
Desjardins Sustainable Positive Change Fund A-Class Units
Median
Other - Global Equity
3 Yr Annualized
| Standard Deviation | 15.79% | 18.82% | - |
|---|---|---|---|
| Beta | 1.23 | 1.31 | - |
| Alpha | -0.14 | -0.15 | - |
| Rsquared | 0.70% | 0.72% | - |
| Sharpe | 0.52 | 0.03 | - |
| Sortino | 0.89 | 0.04 | - |
| Treynor | 0.07 | 0.00 | - |
| Tax Efficiency | 100.00% | 71.38% | - |
| Volatility |
|
|
- |
Risk Rating
Annualized Key Ratio Period Comparison
| Key Ratio | 1 Yr | 3 Yr | 5 Yr | 10 Yr |
|---|---|---|---|---|
| Standard Deviation | 14.93% | 15.79% | 18.82% | - |
| Beta | 1.15 | 1.23 | 1.31 | - |
| Alpha | -0.15 | -0.14 | -0.15 | - |
| Rsquared | 0.81% | 0.70% | 0.72% | - |
| Sharpe | 0.85 | 0.52 | 0.03 | - |
| Sortino | 1.28 | 0.89 | 0.04 | - |
| Treynor | 0.11 | 0.07 | 0.00 | - |
| Tax Efficiency | 100.00% | 100.00% | 71.38% | - |
Fundata ESG Metrics
Fundata ESG Score
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
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
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
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 | Commission Based Advice |
| Legal Status | Trust |
| Sales Status | Open |
| Currency | CAD |
| Distribution Frequency | Annual |
| Assets ($mil) | $215 |
Fund Codes
| FundServ Code | Load Code | Sales Status |
|---|---|---|
| DJT00174 |
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 | 2.24% |
|---|---|
| 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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