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Desjardins Sustainable Balanced Portfolio Z5 (0P00017TOM)

Toronto

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8.862 -0.168 -1.86%

04/04 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 3.19B

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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	2.220	21.330	19.110
Shares	50.520	50.520	0.000
Bonds	44.670	44.740	0.070
Convertible	0.220	0.220	0.000
Other	2.360	2.360	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.441	17.277
Price to Book	3.158	2.726
Price to Sales	2.456	1.948
Price to Cash Flow	15.158	11.029
Dividend Yield	1.834	2.299
5 Years Earnings Growth	9.874	10.363

Sector Allocation

Name	Net %	Category Average
Technology	23.160	17.598
Financial Services	20.610	18.956
Industrials	14.750	11.859
Healthcare	11.730	10.275
Consumer Cyclical	7.540	9.460
Consumer Defensive	7.510	6.901
Basic Materials	5.680	4.819
Communication Services	4.780	7.117
Real Estate	2.200	4.488
Utilities	1.650	3.789
Energy	0.370	6.387

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	-	22.90	-	-
Desjardins Sustainable Canadian Equity A	-	11.32	-	-
Desjardins Sustainable American Equity A	-	9.68	-	-
Desjardins Sustainable International EqA	-	7.48	-	-
Desjardins Global Government Bd Idx I	-	7.24	-	-
Desjardins Sustainable Canadian Corp BdI	-	6.87	-	-
Desjardins Sustainable Global Div I	-	4.80	-	-
Desjardins Sustainable Global Bond I	-	3.66	-	-
Desjardins Sustainable Global Opports I	-	3.41	-	-
Desjardins Sustainable Diversity I	-	3.33	-	-

Top Other Funds by Desjardins Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
Melodia Balanced Growth Portfolio	4.38B	2.54	5.08	4.51
Balanced Low Volatility Portfolio F	3.66B	2.88	5.53	4.39
Balanced Low Volatility Portfol R5	3.66B	2.70	4.75	3.47
Balanced Low Volatility Portfol R7	3.66B	2.70	4.55	3.45
Balanced Low Volatility Portfol S5	3.66B	2.89	5.53	4.39

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