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Desjardins Sustainable Balanced Portfolio R5 (0P000166MQ)

Toronto

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8.232 +0.020 +0.23%

21/11 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 3.04B

Type: Fund

Market: Canada

Issuer: Desjardins Investments Inc

Asset Class: Other

General
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0P000166MQ Holdings

Comprehensive information about top holdings and Key Holding Information for the Desjardins SocieTerra Balanced Portfolio R5 (0P000166MQ) fund. Our Desjardins SocieTerra Balanced Portfolio R5 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	2.030	23.080	21.050
Stocks	52.510	52.510	0.000
Bonds	45.140	45.190	0.050
Convertible	0.310	0.310	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.624	17.209
Price to Book	2.887	2.699
Price to Sales	2.144	1.925
Price to Cash Flow	13.389	11.014
Dividend Yield	1.929	2.285
5 Years Earnings Growth	11.020	10.881

Sector Allocation

Name	Net %	Category Average
Technology	20.970	17.229
Financial Services	20.010	18.270
Industrials	16.830	12.405
Healthcare	11.900	10.769
Consumer Cyclical	7.720	9.296
Basic Materials	7.550	5.097
Consumer Defensive	6.530	6.948
Communication Services	4.130	6.610
Real Estate	2.220	4.428
Utilities	1.680	3.920
Energy	0.460	6.669

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 21

Number of short holdings: 1

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	-	-
Desjardins Sustainable Global Bond I	-	5.31	-	-
Desjardins Sustainable International EqA	-	4.32	-	-
Desjardins Sustainable Global Div I	-	3.46	-	-
Desjardins Low Volatility Glbl Eq I	-	3.44	-	-
Desjardins Sustainable Global Opports I	-	3.04	-	-

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

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Recent Quotes

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