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Desjardins Sustainable Balanced Portfolio Z5 (0P00017TOM)

Toronto

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9.390 +0.003 +0.03%

16/07 - 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	2.830	23.780	20.950
Shares	50.780	50.780	0.000
Bonds	46.200	46.220	0.020
Convertible	0.200	0.200	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.477	17.428
Price to Book	3.392	2.721
Price to Sales	2.668	1.968
Price to Cash Flow	14.429	10.793
Dividend Yield	1.775	2.311
5 Years Earnings Growth	9.324	9.683

Sector Allocation

Name	Net %	Category Average
Technology	23.370	17.333
Financial Services	20.750	19.489
Industrials	15.630	12.120
Healthcare	10.080	9.826
Consumer Defensive	8.340	7.150
Consumer Cyclical	6.470	9.457
Basic Materials	5.890	5.007
Communication Services	5.480	7.098
Real Estate	2.240	4.165
Utilities	1.470	3.581
Energy	0.280	6.290

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	-	22.61	-	-
Desjardins Sustainable Canadian Equity A	-	11.96	-	-
Desjardins Sustainable American Equity A	-	9.42	-	-
Desjardins Sustainable International EqA	-	7.45	-	-
Desjardins Global Government Bd Idx I	-	7.19	-	-
Desjardins Sustainable Canadian Corp BdI	-	6.81	-	-
Desjardins Sustainable Global Div I	-	4.77	-	-
Desjardins Sustainable Global Bond I	-	3.68	-	-
Desjardins Sustainable Global Opports I	-	3.40	-	-
Desjardins Sustainable Diversity I	-	3.28	-	-

Top Other Funds by Desjardins Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
Melodia Balanced Growth Portfolio	4.29B	2.86	9.82	4.72
Balanced Low Volatility Portfolio	3.55B	2.65	7.65	3.55
Balanced Low Volatility Portfolio C	3.55B	2.68	7.73	3.65
Balanced Low Volatility Portfolio F	3.55B	3.18	8.77	4.63
Balanced Low Volatility Portfol R5	3.55B	2.64	7.94	3.70

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