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Desjardins Sustainable Balanced Portfolio T5 (0P000166MS)

Toronto

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8.106 +0.009 +0.11%

31/10 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 3.31B

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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	2.870	23.360	20.490
Shares	50.950	50.950	0.000
Bonds	46.130	46.140	0.010
Convertible	0.040	0.040	0.000
Other	0.010	0.010	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.433	17.985
Price to Book	3.497	2.834
Price to Sales	2.830	2.064
Price to Cash Flow	15.374	11.028
Dividend Yield	1.697	2.233
5 Years Earnings Growth	9.557	9.613

Sector Allocation

Name	Net %	Category Average
Technology	23.370	18.058
Financial Services	20.530	19.390
Industrials	16.070	12.262
Healthcare	10.350	9.483
Consumer Cyclical	7.330	9.249
Consumer Defensive	7.010	6.804
Basic Materials	6.240	4.978
Communication Services	5.440	7.501
Real Estate	2.230	4.127
Utilities	1.280	3.548
Energy	0.150	6.180

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	-	25.63	-	-
Desjardins Sustainable Canadian Equity A	-	11.59	-	-
Desjardins Sustainable American Equity A	-	8.87	-	-
Desjardins Sustainable International EqA	-	7.07	-	-
Desjardins Sustainable Global Bond A	-	5.70	-	-
Desjardins Sustainable Global Opports I	-	5.49	-	-
Desjardins Sustainable Diversity I	-	5.16	-	-
Desjardins Sustainable Global Div I	-	4.97	-	-
Desjardins Global Government Bd Idx I	-	4.86	-	-
Desjardins Sustainable Global Bond I	-	4.40	-	-

Top Other Funds by Desjardins Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
Melodia Balanced Growth Portfolio	7.49B	7.66	11.98	5.60
SocieTerra Balanced Portfolio C	3.31B	5.88	9.26	4.33
SocieTerra Balanced Portfolio	3.31B	5.82	9.17	4.23
SocieTerra Balanced Portfolio F	3.31B	6.81	10.56	5.44
SocieTerra Balanced Portfolio R5	3.31B	5.85	9.21	4.31

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Desjardins SocieT.	8.106	+0.009	+0.11%