Key stats
About DESJARDINS RI USA NET ZERO EMI UNITS
Expense ratio
0.24%
Home page
Inception date
Sep 27, 2018
The fund aims to create an ESG portfolio having significantly reduced weighted average carbon intensity relative to its reference equity universe Scientific Beta US Universe. It initially selects large- and mid-cap stocks from its reference universe according to market capitalization and liquidity. Eligible securities are then narrowed down through Carbon Filteringa process of removing the most carbon intensive stocks within each sector as well as the companies that fail to meet the funds pre-determined ESG standards. Holdings are market-cap-weighted and are rebalanced on a quarterly basis.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Technology Services
Electronic Technology
Finance
Stocks99.71%
Technology Services21.48%
Electronic Technology16.89%
Finance12.01%
Health Technology9.15%
Retail Trade7.73%
Producer Manufacturing5.26%
Consumer Non-Durables5.07%
Consumer Services3.40%
Commercial Services3.14%
Utilities2.34%
Health Services2.00%
Energy Minerals1.99%
Industrial Services1.97%
Consumer Durables1.96%
Process Industries1.56%
Distribution Services1.10%
Communications0.92%
Transportation0.89%
Non-Energy Minerals0.81%
Miscellaneous0.05%
Bonds, Cash & Other0.29%
Cash0.29%
Miscellaneous0.00%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history