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Desjardins Sustainable Balanced Portfolio Z5 (0P00017TOM)

Toronto

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9.032 +0.017 +0.19%

25/04 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 3.1B

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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	2.260	21.640	19.380
Shares	49.570	49.570	0.000
Bonds	45.560	45.600	0.040
Convertible	0.230	0.230	0.000
Other	2.400	2.400	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.598	17.170
Price to Book	3.046	2.730
Price to Sales	2.393	1.938
Price to Cash Flow	14.369	10.944
Dividend Yield	1.909	2.312
5 Years Earnings Growth	9.550	10.203

Sector Allocation

Name	Net %	Category Average
Technology	21.620	17.401
Financial Services	20.820	19.120
Industrials	14.750	11.887
Healthcare	11.710	10.211
Consumer Defensive	8.730	6.989
Consumer Cyclical	6.870	9.384
Basic Materials	6.040	4.772
Communication Services	4.940	7.173
Real Estate	2.400	4.407
Utilities	1.690	3.726
Energy	0.440	6.447

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	-	23.39	-	-
Desjardins Sustainable Canadian Equity A	-	11.33	-	-
Desjardins Sustainable American Equity A	-	9.24	-	-
Desjardins Sustainable International EqA	-	7.37	-	-
Desjardins Global Government Bd Idx I	-	7.36	-	-
Desjardins Sustainable Canadian Corp BdI	-	7.01	-	-
Desjardins Sustainable Global Div I	-	4.77	-	-
Desjardins Sustainable Global Bond I	-	3.73	-	-
Desjardins Sustainable Global Opports I	-	3.32	-	-
Desjardins Sustainable Diversity I	-	3.27	-	-

Top Other Funds by Desjardins Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
Melodia Balanced Growth Portfolio	4.23B	-0.10	4.48	4.25
Balanced Low Volatility Portfol R7	3.6B	1.11	4.27	3.35
Balanced Low Volatility Portfol S5	3.6B	1.37	5.24	4.28
Balanced Low Volatility Portfol S7	3.6B	1.36	5.26	4.49
Balanced Low Volatility Portfol T5	3.6B	1.11	4.16	3.20

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