Breaking News
Get 55% Off 0
👀 Ones to watch: The MOST undervalued stocks to buy right now
See Undervalued Stocks
Close

Desjardins Sustainable Balanced Portfolio C (0P0001107C)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
12.522 +0.050    +0.43%
22/11 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 3.04B
Type:  Fund
Market:  Canada
Issuer:  Desjardins Investments Inc
Asset Class:  Other
Desjardins SocieTerra Balanced Portfolio C 12.522 +0.050 +0.43%

0P0001107C Overview

 
Find basic information about the Desjardins Sustainable Balanced Portfolio C mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0001107C MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change13.39%
Prev. Close12.468
Risk Rating
TTM Yield0.53%
ROE21.72%
IssuerDesjardins Investments Inc
Turnover5.44%
ROA8.29%
Inception DateNov 22, 2013
Total Assets3.04B
ExpensesN/A
Min. Investment500
Market Cap89.44B
CategoryGlobal Neutral Balanced
What is your sentiment on Desjardins SocieTerra Balanced Portfolio C?
or
Market is currently closed. Voting is open during market hours.

Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1081 1017 1184 1012 1194 1474
Fund Return 8.09% 1.71% 18.4% 0.41% 3.62% 3.95%
Place in category 1439 1107 1129 1359 1048 551
% in Category 93 70 76 99 92 86

Top Other Funds by Desjardins Investments Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  Melodia Balanced Growth Portfolio 4.35B 10.57 1.85 4.69
  Balanced Low Volatility Portfol T7 3.54B 8.13 2.15 3.58
  Balanced Low Volatility Portfolio 3.54B 8.14 2.15 3.58
  Balanced Low Volatility Portfolio C 3.54B 8.21 2.24 3.68
  Balanced Low Volatility Portfolio F 3.54B 9.08 3.23 4.67

Top Funds for Global Neutral Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  RBC Sel Bal Port Sr T5 58.41B 11.98 3.43 5.81
  RBC Sel Bal Port Sr F CAD 58.41B 12.90 4.44 6.85
  RBC Sel Bal Port Sr A CDA 58.41B 11.98 3.42 5.80
  Fidelity Global Balanced Portf F5 16.87B 15.77 6.00 7.55
  Fidelity Global Balanced Portf F8 16.87B 15.76 5.99 7.54

Top Holdings

Name ISIN Weight % Last Change %
Desjardins Sustainable Canadian Bond I - 21.51 - -
Desjardins Sustainable Canadian Equity A - 13.17 - -
Desjardins Sustainable American Equity A - 11.35 - -
Desjardins Global Government Bd Idx I - 7.50 - -
Desjardins Sustainable Canadian Corp BdI - 6.94 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0001107C Comments

Write your thoughts about Desjardins Sustainable Balanced Portfolio C
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email