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Desjardins SocieTerra Positive Change A (0P0001EFI5.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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14.81+0.25 (+1.70%)
As of 04:00PM EDT. Market open.

Desjardins SocieTerra Positive Change A

Desjardins Station

PO Box 9000

2 Complexe Desjardins

800 361 6840
Management Information
,Lead Manager since September 4, 2018
Mr. Qian Joined Baillie Gifford in 2012 and is a portfolio manager for the Positive Change strategy and a member of the Positive Change Portfolio Construction Group. He is a CFA Charterholder. Mr. Qian graduated BA (Hons) in Economics and Management from the University of Oxford in 2012. Mr. Qian has been a member of the team since the Baillie Gifford Fund's inception in 2017.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryN/A
Fund FamilyDesjardins Investments Inc
Net Assets340.4M
YTD Return3.59%
Yield0.00%
Morningstar Rating★★★
Inception DateApr 10, 2022

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover20.15%
Average for CategoryN/A

Fees & Expenses

Expense0P0001EFI5.TOCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A