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Desjardins Sustainable Balanced Portfolio Z5 (0P00017TOM)

Toronto

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9.366 +0.030 +0.32%

16/05 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 3.08B

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0P00017TOM Holdings

Comprehensive information about top holdings and Key Holding Information for the Desjardins SocieTerra Balanced Portfolio Z5 (0P00017TOM) fund. Our Desjardins SocieTerra Balanced Portfolio Z5 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	2.670	24.540	21.870
Shares	49.260	49.260	0.000
Bonds	47.870	47.900	0.030
Convertible	0.210	0.210	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.913	17.122
Price to Book	3.116	2.707
Price to Sales	2.474	1.939
Price to Cash Flow	14.435	10.857
Dividend Yield	1.881	2.324
5 Years Earnings Growth	9.207	10.068

Sector Allocation

Name	Net %	Category Average
Technology	22.140	17.414
Financial Services	20.620	19.243
Industrials	15.180	11.842
Healthcare	11.090	10.109
Consumer Defensive	8.810	7.044
Consumer Cyclical	6.650	9.350
Basic Materials	5.850	4.739
Communication Services	5.390	7.144
Real Estate	2.310	4.468
Utilities	1.660	3.752
Energy	0.300	6.382

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	-	23.41	-	-
Desjardins Sustainable Canadian Equity A	-	11.54	-	-
Desjardins Sustainable American Equity A	-	8.92	-	-
Desjardins Sustainable International EqA	-	7.52	-	-
Desjardins Global Government Bd Idx I	-	7.48	-	-
Desjardins Sustainable Canadian Corp BdI	-	7.02	-	-
Desjardins Sustainable Global Div I	-	4.63	-	-
Desjardins Sustainable Global Bond I	-	3.77	-	-
Desjardins Sustainable Global Opports I	-	3.26	-	-
Desjardins Sustainable Diversity I	-	3.21	-	-

Top Other Funds by Desjardins Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
Melodia Balanced Growth Portfolio	4.12B	-1.77	5.58	4.15
Balanced Low Volatility Portfol R7	3.54B	-0.32	5.01	3.29
Balanced Low Volatility Portfol S5	3.54B	0.01	5.99	4.22
Balanced Low Volatility Portfol S7	3.54B	0.00	6.01	4.43
Balanced Low Volatility Portfol T5	3.54B	-0.32	4.90	3.15

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Desjardins SocieT.	9.366	+0.030	+0.32%