Desjardins SocieTerra American Equity Fund A Class
Compare to:
Inception Return
(06-14-2016)
17.75%
YTD Return
-0.73%
NAVPS
(02-26-2021)
$18.39
$0.12
(0.66%)
MER
2.33%
Assets ($mil)
$731
1 Yr Return
23.79%
Registered Plan Eligible
Yes
Load
No Load
CIFSC Category
U.S. Equity
Share Class
Commission Based Advice
Fund Codes
DJT00166(NL)
FUNDGRADE
Classification
Mutual
Legal Status
Trust
Sales Status
Open
Currency
CAD
Start Date
June 14, 2016
Distribution Frequency
Annual
Desjardins SocieTerra American Equity Fund seeks to provide long-term capital appreciation by investing primarily in equity of American corporations. The Fund follows a responsible approach to investing.
The sub-manager invests the Fund's assets in securities that meet his financial and extra- financial valuation criteria. The consideration of environmental, social and governance (ESG) criteria is integrated into the financial analysis of the corporation in which it invests.
Inception Return
(06-14-2016)
17.75%
YTD Return
-0.73%
FundGrade
NAVPS (02-26-2021)
$18.39
$0.12
/
0.66%
Best Month
9.66%
Worst Month
-6.59%