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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.23% -0.00% 225.95M 1326.00
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.88% 33.88% 108.24M Upgrade

Basic Info

Investment Strategy
DRMU seeks to replicate, to the extent reasonably possible and before fees and expenses, the performance of a United States capweighted equity index. Currently, DRMU seeks to replicate the performance of the Scientific Beta Desjardins United States RI Low Carbon Index, net of fees and expenses. Under normal market conditions, DRMU will primarily invest in large and mid-cap companies from the Scientific Beta United States Universe, while seeking to deliver a significant reduction in the weighted average carbon intensity of DRMU’s portfolio and ensuring that all Constituent Issuers meet Pre-Determined ESG Standards.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name US Equity
Category Index Morningstar US Market TR CAD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective --
Fund Owner Firm Name DGAM
Prospectus Benchmark Index
SB Desjardins US RI Low Carbon NR CAD 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Christian FELX 5.51 yrs
Francis Scott 5.51 yrs
Frédéric VIENS 5.51 yrs
Jean-Michel Baillargeon 5.51 yrs
Mathieu BOUTHOT 5.51 yrs
Yacine Jaa 5.51 yrs
Gabriel Laprise 2.58 yrs
Nelson Cabral 2.58 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
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--
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--
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--
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Total Return (NAV)
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--
--
--
--
--
--
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Category Rtn. (NAV)
--
--
--
--
--
--
--
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% Rank in Cat (NAV)
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As of April 16, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
24.53%
20.58%
26.25%
-16.68%
24.95%
9.90%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
3.37%
18.76%
-15.96%
16.26%
-3.29%
7.94%
-8.52%
35.88%
11.24%
20.11%
-7.52%
28.48%
15.52%
26.83%
-20.20%
24.06%
5.41%
--
-6.43%
30.54%
16.15%
28.94%
-19.90%
25.56%
6.30%
--
--
--
18.05%
31.75%
-11.47%
20.07%
10.09%
As of April 16, 2024.

Asset Allocation

As of February 29, 2024.
Type % Net % Long % Short
Cash 0.14% Upgrade Upgrade
Stock 99.86% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
DRMU seeks to replicate, to the extent reasonably possible and before fees and expenses, the performance of a United States capweighted equity index. Currently, DRMU seeks to replicate the performance of the Scientific Beta Desjardins United States RI Low Carbon Index, net of fees and expenses. Under normal market conditions, DRMU will primarily invest in large and mid-cap companies from the Scientific Beta United States Universe, while seeking to deliver a significant reduction in the weighted average carbon intensity of DRMU’s portfolio and ensuring that all Constituent Issuers meet Pre-Determined ESG Standards.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name US Equity
Category Index Morningstar US Market TR CAD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective --
Fund Owner Firm Name DGAM
Prospectus Benchmark Index
SB Desjardins US RI Low Carbon NR CAD 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Christian FELX 5.51 yrs
Francis Scott 5.51 yrs
Frédéric VIENS 5.51 yrs
Jean-Michel Baillargeon 5.51 yrs
Mathieu BOUTHOT 5.51 yrs
Yacine Jaa 5.51 yrs
Gabriel Laprise 2.58 yrs
Nelson Cabral 2.58 yrs

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