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Desjardins Sustainable Balanced Portfolio F (0P0001107D)

Toronto

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9.315 -0.012 -0.13%

15/08 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 3.22B

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0P0001107D Holdings

Comprehensive information about top holdings and Key Holding Information for the Desjardins SocieTerra Balanced Portfolio F (0P0001107D) fund. Our Desjardins SocieTerra Balanced Portfolio F 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	2.510	23.200	20.690
Shares	51.250	51.250	0.000
Bonds	46.190	46.200	0.010
Convertible	0.050	0.050	0.000
Other	0.010	0.010	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.427	17.631
Price to Book	3.376	2.751
Price to Sales	2.651	1.999
Price to Cash Flow	14.491	10.846
Dividend Yield	1.732	2.292
5 Years Earnings Growth	9.625	9.668

Sector Allocation

Name	Net %	Category Average
Technology	23.930	17.580
Financial Services	21.070	19.572
Industrials	15.450	12.088
Healthcare	9.940	9.575
Consumer Defensive	7.450	7.036
Consumer Cyclical	6.390	9.350
Basic Materials	6.000	4.987
Communication Services	5.730	7.219
Real Estate	2.250	4.155
Utilities	1.500	3.643
Energy	0.290	6.319

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 22

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Desjardins Sustainable Canadian Bond I	-	22.31	-	-
Desjardins Sustainable Canadian Equity A	-	11.98	-	-
Desjardins Sustainable American Equity A	-	9.65	-	-
Desjardins Sustainable International EqA	-	7.35	-	-
Desjardins Global Government Bd Idx I	-	7.11	-	-
Desjardins Sustainable Canadian Corp BdI	-	6.75	-	-
Desjardins Sustainable Global Div I	-	4.83	-	-
Desjardins Sustainable Global Bond I	-	3.67	-	-
Desjardins Sustainable Global Opports I	-	3.49	-	-
Desjardins Sustainable Diversity I	-	3.30	-	-

Top Other Funds by Desjardins Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
Melodia Balanced Growth Portfolio	4.3B	3.47	8.31	4.60
Balanced Low Volatility Portfolio	3.52B	3.35	6.52	3.42
Balanced Low Volatility Portfolio C	3.52B	3.38	6.61	3.53
Balanced Low Volatility Portfolio F	3.52B	3.97	7.64	4.51
Balanced Low Volatility Portfol R5	3.52B	3.35	6.82	3.58

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