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Desjardins Fin'l Multi-management 90/10 (0P0000747R)

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Desjardins Fin'l Multi-Management 90/10 historical data, for real-time data please try another search
0.022 0.000    0.00%
04/02 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 607.87M
Desjardins Fin'l Multi-Management 90/10 0.022 0.000 0.00%

0P0000747R Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Desjardins Fin'l Multi-Management 90/10 (0P0000747R) fund. Our Desjardins Fin'l Multi-Management 90/10 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 0.990 1.410 0.420
Shares 85.500 85.500 0.000
Bonds 7.320 7.330 0.010
Convertible 0.850 0.850 0.000
Preferred 0.020 0.020 0.000
Other 5.320 5.370 0.050

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.765 16.858
Price to Book 2.424 2.431
Price to Sales 1.947 1.916
Price to Cash Flow 10.033 10.843
Dividend Yield 2.105 2.490
5 Years Earnings Growth 11.574 9.297

Sector Allocation

Name  Net % Category Average
Financial Services 18.790 30.608
Technology 15.520 11.722
Industrials 12.000 14.514
Consumer Cyclical 10.600 9.455
Healthcare 9.550 6.555
Communication Services 8.150 4.874
Consumer Defensive 7.670 6.616
Real Estate 5.780 2.440
Basic Materials 4.920 4.838
Energy 3.860 8.387
Utilities 3.160 3.676

Region Allocation

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

Top Holdings

Number of long holdings: 23

Number of short holdings: 1

Name ISIN Weight % Last Change %
Desjardins Fin'l BlackRock US Eq Index - 21.03 - -
Desjardins fin'l CC&L Canadian Eq Grth - 8.80 - -
BlackRock CDN MSCI EAFE Equity Index D - 8.26 - -
Desjardins Fin'l FT Global Real Asset - 6.93 - -
Desjardins fin'l Mondrian Global Equity - 5.03 - -
Desjardins Fin'l Baillie Gifford Glbl Eq - 4.54 - -
Desjardins fin'l Fidelity CA Low Vol Eq - 4.42 - -
Beutel Goodman Canadian Fundamental Eq - 4.40 - -
Desjardins fin'l Glb Alp Glb Sm Cp Eq - 4.40 - -
Fiera Canadian Equity - 4.31 - -

Top Equity Funds by Desjardins Financial Security

  Name Rating Total Assets YTD% 3Y% 10Y%
  DFS GIF Cdn Bal Fiera Capital 3 217.1M 1.59 6.34 4.67
  DFS GIF Cdn Bal Fiera Capital 5 217.1M 1.86 7.03 5.34
  DFS GIF Cdn Bal Fiera Capital 6 217.1M 1.82 7.21 5.39
  DFS GIF Cdn Bal Fiera Capital 7 217.1M 2.03 7.75 5.94
  DFS GIF Canadian Eqty Jarislowsky 5 94.7M -2.51 10.13 5.36
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