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Dfs Gif - Balanced - Desjardins Societerra 7 (0P00016VTW)

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7.500 0.000    0.00%
28/08 - Delayed Data. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 69.8M
DFS GIF - Balanced - Desjardins SocieTerra Series 7.500 0.000 0.00%

0P00016VTW Holdings

 
Comprehensive information about top holdings and Key Holding Information for the DFS GIF - Balanced - Desjardins SocieTerra Series (0P00016VTW) fund. Our DFS GIF - Balanced - Desjardins SocieTerra Series portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 2.630 36.830 34.200
Shares 51.240 51.240 0.000
Bonds 46.090 46.100 0.010
Convertible 0.030 0.030 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 21.640 17.636
Price to Book 3.437 2.752
Price to Sales 2.720 2.000
Price to Cash Flow 14.528 10.849
Dividend Yield 1.704 2.291
5 Years Earnings Growth 9.696 9.669

Sector Allocation

Name  Net % Category Average
Technology 24.240 17.596
Financial Services 20.480 19.565
Industrials 15.650 12.089
Healthcare 10.030 9.579
Consumer Defensive 7.330 7.034
Consumer Cyclical 6.990 9.352
Basic Materials 5.710 4.985
Communication Services 5.610 7.212
Real Estate 2.290 4.153
Utilities 1.380 3.641
Energy 0.300 6.318

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 2

Number of short holdings: 1

Name ISIN Weight % Last Change %
Desjardins Sustainable Balanced I - 100.20 - -

Top Other Funds by Desjardins Financial Security

  Name Rating Total Assets YTD% 3Y% 10Y%
  DFS GIF Canadian Balanced Fidel 5 576M 4.67 7.46 4.02
  DFS GIF Canadian Balanced Fidel 6 576M 4.87 7.74 4.22
  DFS GIF Canadian Balanced Fidel 7 576M 5.27 8.36 4.80
  Finl BlackRock LifePath 2055 Index 324.99M 6.93 15.63 -
  DFS GIF Global Balanced Jarislowsky 187.29M 2.80 8.86 3.99
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