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Desjardins Sustainable Balanced Portfolio R5 (0P000166MQ)

Toronto

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8.225 +0.019 +0.23%

03/07 - Delayed Data. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 3.15B

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0P000166MQ Holdings

Comprehensive information about top holdings and Key Holding Information for the Desjardins SocieTerra Balanced Portfolio R5 (0P000166MQ) fund. Our Desjardins SocieTerra Balanced Portfolio R5 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	2.780	24.150	21.370
Shares	50.430	50.430	0.000
Bonds	46.590	46.620	0.030
Convertible	0.200	0.200	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.963	17.191
Price to Book	3.226	2.686
Price to Sales	2.521	1.947
Price to Cash Flow	13.897	10.711
Dividend Yield	1.831	2.344
5 Years Earnings Growth	9.070	9.796

Sector Allocation

Name	Net %	Category Average
Technology	22.130	17.101
Financial Services	20.690	19.400
Industrials	15.220	12.009
Healthcare	11.030	9.999
Consumer Defensive	8.750	7.183
Consumer Cyclical	6.660	9.389
Basic Materials	5.890	4.875
Communication Services	5.360	7.113
Real Estate	2.320	4.380
Utilities	1.660	3.652
Energy	0.290	6.374

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	-	22.91	-	-
Desjardins Sustainable Canadian Equity A	-	11.92	-	-
Desjardins Sustainable American Equity A	-	9.26	-	-
Desjardins Sustainable International EqA	-	7.45	-	-
Desjardins Global Government Bd Idx I	-	7.26	-	-
Desjardins Sustainable Canadian Corp BdI	-	6.89	-	-
Desjardins Sustainable Global Div I	-	4.72	-	-
Desjardins Sustainable Global Bond I	-	3.69	-	-
Desjardins Sustainable Global Opports I	-	3.36	-	-
Desjardins Sustainable Diversity I	-	3.29	-	-

Top Other Funds by Desjardins Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
Melodia Balanced Growth Portfolio	4.22B	1.03	7.08	4.34
Balanced Low Volatility Portfolio	3.56B	1.49	5.78	3.26
Balanced Low Volatility Portfolio C	3.56B	1.51	5.86	3.36
Balanced Low Volatility Portfolio F	3.56B	1.92	6.88	4.34
Balanced Low Volatility Portfol R5	3.56B	1.49	6.08	3.42

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Desjardins SocieT.	8.225	+0.019	+0.23%