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Desjardins Sustainable Balanced Portfolio Z5 (0P00017TOM)

Toronto

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9.170 +0.050 +0.56%

14/03 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 3.19B

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Desjardins Sustainable Balanced Portfolio Z5 Overview

Find basic information about the Desjardins Sustainable Balanced Portfolio Z5 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 0P00017TOM MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: )

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Rating

1-Year Change2.75%

Prev. Close9.119

Risk Rating

TTM Yield5.20%

ROE22.92%

IssuerN/A

Turnover13.28%

ROA9.07%

Inception DateApr 11, 2016

Total Assets3.19B

ExpensesN/A

Min. Investment500

Market Cap116.5B

CategoryGlobal Neutral Balanced

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1026	1013	1113	1120	1238	-
Fund Return	2.62%	1.26%	11.34%	3.84%	4.36%	-
Place in category	886	1127	1218	1333	1114	-
% in Category	52	69	79	94	93	-

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 Portfol S7	3.66B	2.89	5.55	4.60
Balanced Low Volatility Portfol T5	3.66B	2.71	4.44	3.30
Balanced Low Volatility Portfol T7	3.66B	2.72	4.44	3.31
Balanced Low Volatility Portfolio	3.66B	2.72	4.44	3.30

Top Funds for Global Neutral Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Bal Port Sr A CDA	59.34B	2.39	5.97	5.35
RBC Sel Bal Port Sr T5	59.34B	2.39	5.97	5.36
RBC Sel Bal Port Sr F CAD	59.34B	2.56	7.00	6.39
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	Sell	Strong Sell	Sell
Technical Indicators	Strong Sell	Strong Sell	BUY
Summary	Strong Sell	Strong Sell	Neutral

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