Desjardins SocieTerra Balanced Portfolio D (0P0001IJDC)

12.22500 CAD

0.051

0.42%

Last update Sep 11, 9:30 AM EDT

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12.17400

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Desjardins SocieTerra Balanced Portfolio D

12.23

0.05

0.42%

Composition

Weight by sector

24.16% Technology

20.56% Financial Services

15.67% Industrials

9.96% Healthcare

Technology

24.16%

Financial Services

20.56%

Industrials

15.67%

Healthcare

9.96%

Consumer Defensive

7.31%

Consumer Cyclical

Basic Materials

5.75%

Communication Services

5.59%

Realestate

2.32%

Utilities

1.39%

Energy

0.30%

Asset allocation

51.28% Stocks

45.82% Bonds

Stocks

51.28%

Bonds

45.82%

Cash

2.87%

Top 10 holdings (96.79% of total assets)

41.82% Desjardins SocieTerra Cdn Bond A

15.82% Desjardins SocieTerra Canadian Equity A

12.32% Desjardins SocieTerra American Equity A

6.89% Desjardins SocieTerra EMs Eq A

5.09% Desjardins SocieTerra Cleantech F

Desjardins SocieTerra Cdn Bond A

41.82%

Desjardins SocieTerra Canadian Equity A

15.82%

Desjardins SocieTerra American Equity A

12.32%

Desjardins SocieTerra EMs Eq A

6.89%

Desjardins SocieTerra Cleantech F

5.09%

Desjardins SocieTerra Intl Eq A

4.40%

Desjardins SocieTerra Environmental Bd F

3.18%

Desjardins SocieTerra Global Bond I

2.85%

Desjardins SocieTerra Positive Change F

2.25%

Desjardins SocieTerra Diversity A

2.17%