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Desjardins Sustainable Balanced Portfolio R5 (0P000166MQ)

Toronto

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8.232 +0.020 +0.23%

07:00:00 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 3.04B

Type: Fund

Market: Canada

Issuer: Desjardins Investments Inc

Asset Class: Other

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0P000166MQ Overview

Find basic information about the Desjardins Sustainable Balanced Portfolio R5 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 0P000166MQ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change7.5%

Prev. Close8.213

Risk Rating

TTM Yield4.82%

ROE21.72%

IssuerDesjardins Investments Inc

Turnover5.44%

ROA8.29%

Inception DateJun 08, 2015

Total Assets3.04B

ExpensesN/A

Min. Investment500

Market Cap89.44B

CategoryGlobal Neutral Balanced

What is your sentiment on Desjardins SocieTerra Balanced Portfolio R5?

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1080	1017	1184	1011	1192	-
Fund Return	8.04%	1.71%	18.35%	0.37%	3.57%	-
Place in category	1447	1108	1139	1361	1054	-
% in Category	94	70	76	99	92	-

Top Other Funds by Desjardins Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
Melodia Balanced Growth Portfolio	4.35B	10.57	1.85	4.69
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
Balanced Low Volatility Portfol R5	3.54B	8.09	2.47	3.74

Top Funds for Global Neutral Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Bal Port Sr T5	58.06B	11.98	3.43	5.81
RBC Sel Bal Port Sr F CAD	58.06B	12.90	4.44	6.85
RBC Sel Bal Port Sr A CDA	57.26B	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	Neutral	Buy	Buy
Technical Indicators	Strong Sell	Strong Buy	Strong Buy
Summary	Sell	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Desjardins SocieT.	8.232	+0.020	+0.23%