DESJARDINS SUSTINBL AMRICN EQUY ETF CAD UNHEDGED UNITSDESJARDINS SUSTINBL AMRICN EQUY ETF CAD UNHEDGED UNITSDESJARDINS SUSTINBL AMRICN EQUY ETF CAD UNHEDGED UNITS

DESJARDINS SUSTINBL AMRICN EQUY ETF CAD UNHEDGED UNITS

No trades
See on Supercharts

Key stats

Assets under management (AUM)
‪1.21 M‬CAD
Fund flows (1Y)
‪−1.16 M‬CAD
Dividend yield (indicated)
0.19%
Discount/Premium to NAV
−1.0%

About DESJARDINS SUSTINBL AMRICN EQUY ETF CAD UNHEDGED UNITS

Issuer
Desjardins Société de Placement, Inc.
Brand
Desjardins
Expense ratio
0.92%
Inception date
Jan 5, 2022
Index tracked
No Underlying Index
Management style
Active
The fund actively selects US stocks through responsible investing (RI). This approach integrates the analysis of ESG factors to a fundamentals-based selection process. Eligible companies must have high returns on capital, strong balance sheets, and experienced management teams. In addition, these firms must have sustainable competitive advantage and be considered as ESG leaders in their respective sectors. As part of RI implementation, the fund: 1) excludes companies involved in weapons, tobacco, nuclear, and fossil fuel, 2) evaluates the ESG practices of companies, 3) uses shareholder engagements as leverage to influence the eligible firms in terms of ESG policies, and 4) collaborates with other institutional investors to advocate improvements in corporate policies, industry standards, and national regulations. The fund may have foreign exposure through ADRs and GDRs. Derivatives such as options, futures, forwards, and swaps may be used for hedging and non-hedging purposes.

Classification

Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary

Returns

1 month3 monthsYear to date1 year3 years5 years
Price performance
NAV total return

What's in the fund

As of June 30, 2023
Exposure type
StocksBonds, Cash & Other
Technology Services
Electronic Technology
Finance
Producer Manufacturing
Health Technology
Stocks99.06%
Technology Services15.52%
Electronic Technology13.91%
Finance13.89%
Producer Manufacturing12.49%
Health Technology11.74%
Retail Trade8.24%
Consumer Non-Durables6.77%
Consumer Services3.29%
Process Industries3.25%
Commercial Services3.05%
Health Services2.85%
Utilities2.63%
Non-Energy Minerals1.42%
Bonds, Cash & Other0.94%
Cash0.94%
Stock breakdown by region
98%1%
North America98.31%
Europe1.69%
Latin America0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings

Dividends

Dividend payout history

Assets under management (AUM)

Fund Flows