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Desjardins Sustainable Balanced Portfolio C (0P0001107C)

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12.653 +0.010    +0.06%
27/11 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 3.04B
Desjardins SocieTerra Balanced Portfolio C 12.653 +0.010 +0.06%

0P0001107C Overview

 
Find basic information about the Desjardins Sustainable Balanced Portfolio C mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0001107C MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change14.32%
Prev. Close12.646
Risk Rating
TTM Yield0.53%
ROE21.72%
IssuerN/A
Turnover5.44%
ROA8.29%
Inception DateNov 22, 2013
Total Assets3.04B
ExpensesN/A
Min. Investment500
Market Cap89.44B
CategoryGlobal Neutral Balanced
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Desjardins Sustainable Balanced Portfolio C Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1081 1017 1184 1012 1194 1474
Fund Return 8.09% 1.71% 18.4% 0.41% 3.62% 3.95%
Place in category 1439 1107 1129 1359 1048 551
% in Category 93 70 76 99 92 86

Top Other Funds by Desjardins Investments Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  Melodia Balanced Growth Portfolio 4.35B 10.57 1.85 4.69
  Balanced Low Volatility Portfolio 3.54B 8.14 2.15 3.58
  Balanced Low Volatility Portfolio C 3.54B 8.21 2.24 3.68
  Balanced Low Volatility Portfolio F 3.54B 9.08 3.23 4.67
  Balanced Low Volatility Portfol R5 3.54B 8.09 2.47 3.74

Top Funds for Global Neutral Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  RBC Sel Bal Port Sr T5 58.86B 11.98 3.43 5.81
  RBC Sel Bal Port Sr F CAD 58.86B 12.90 4.44 6.85
  RBC Sel Bal Port Sr A CDA 58.86B 11.98 3.42 5.80
  Fidelity Global Balanced Portf F5 16.87B 15.77 6.00 7.55
  Fidelity Global Balanced Portf F8 16.87B 15.76 5.99 7.54

Top Holdings

Name ISIN Weight % Last Change %
Desjardins Sustainable Canadian Bond I - 21.51 - -
Desjardins Sustainable Canadian Equity A - 13.17 - -
Desjardins Sustainable American Equity A - 11.35 - -
Desjardins Global Government Bd Idx I - 7.50 - -
Desjardins Sustainable Canadian Corp BdI - 6.94 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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