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Desjardins Sustainable Balanced Portfolio S5 (0P000166MR)

Toronto

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8.764 -0.165 -1.85%

04/04 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 3.19B

Type: Fund

Market: Canada

Issuer: Desjardins Investments Inc

Asset Class: Other

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0P000166MR Overview

Find basic information about the Desjardins Sustainable Balanced Portfolio S5 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 0P000166MR 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 Change2%

Prev. Close8.929

Risk Rating

TTM Yield4.67%

ROE22.92%

IssuerDesjardins Investments Inc

Turnover13.28%

ROA9.07%

Inception DateJun 08, 2015

Total Assets3.19B

ExpensesN/A

Min. Investment500

Market Cap116.5B

CategoryGlobal Neutral Balanced

What is your sentiment on Desjardins SocieTerra Balanced Portfolio S5?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1027	1014	1119	1148	1298	-
Fund Return	2.69%	1.37%	11.91%	4.7%	5.35%	-
Place in category	812	986	1092	1165	886	-
% in Category	47	61	71	83	75	-

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	3.66B	2.72	4.44	3.30
Balanced Low Volatility Portfolio C	3.66B	2.72	4.53	3.41
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

Top Funds for Global Neutral Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Bal Port Sr T5	57.81B	2.39	5.97	5.36
RBC Sel Bal Port Sr F CAD	57.81B	2.56	7.00	6.39
RBC Sel Bal Port Sr A CDA	57.81B	2.39	5.97	5.35
Fidelity Global Balanced Portf F5	18.55B	3.09	9.40	7.04
Fidelity Global Balanced Portf F8	18.55B	3.09	9.40	7.04

Top Holdings

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	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Strong Sell	Sell
Technical Indicators	Sell	Strong Sell	BUY
Summary	Strong Sell	Strong Sell	Neutral

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