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Desjardins Sustainable Balanced Portfolio T5 (0P000166MS)

Toronto

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8.007 -0.006 -0.07%

02/12 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 3.34B

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0P000166MS Holdings

Comprehensive information about top holdings and Key Holding Information for the Desjardins SocieTerra Balanced Portfolio T5 (0P000166MS) fund. Our Desjardins SocieTerra Balanced Portfolio T5 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	3.040	23.710	20.670
Shares	51.000	51.000	0.000
Bonds	45.910	45.950	0.040
Convertible	0.030	0.030	0.000
Other	0.010	0.010	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.370	17.846
Price to Book	3.584	2.861
Price to Sales	2.871	2.080
Price to Cash Flow	15.364	11.119
Dividend Yield	1.649	2.205
5 Years Earnings Growth	9.403	9.620

Sector Allocation

Name	Net %	Category Average
Technology	23.380	18.267
Financial Services	20.430	19.310
Industrials	16.030	12.251
Healthcare	10.330	9.554
Consumer Cyclical	7.530	9.125
Basic Materials	6.830	5.144
Consumer Defensive	6.510	6.603
Communication Services	5.560	7.526
Real Estate	1.960	4.132
Utilities	1.320	3.539
Energy	0.130	6.127

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 21

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Desjardins Sustainable Canadian Bond I	-	25.53	-	-
Desjardins Sustainable Canadian Equity A	-	11.48	-	-
Desjardins Sustainable American Equity A	-	9.88	-	-
Desjardins Sustainable International EqA	-	7.25	-	-
Desjardins Sustainable Global Bond A	-	5.70	-	-
Desjardins Sustainable Global Opports I	-	5.50	-	-
Desjardins Sustainable Diversity I	-	5.25	-	-
Desjardins Sustainable Global Div I	-	4.97	-	-
Desjardins Global Government Bd Idx I	-	4.84	-	-
Desjardins Sustainable Global Bond I	-	4.37	-	-

Top Other Funds by Desjardins Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
Melodia Balanced Growth Portfolio	7.53B	9.00	11.53	5.48
SocieTerra Balanced Portfolio C	3.34B	6.85	9.03	4.25
SocieTerra Balanced Portfolio	3.34B	6.77	8.94	4.15
SocieTerra Balanced Portfolio F	3.34B	7.87	10.32	5.38
SocieTerra Balanced Portfolio R5	3.34B	6.81	8.98	4.23

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Desjardins SocieT.	8.007	-0.006	-0.07%