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Desjardins Sustainable Balanced Portfolio S5 (0P000166MR)

Toronto

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9.168 +0.004 +0.04%

22/11 - 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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0P000166MR Overview

On this page you'll find an in-depth profile of Desjardins Sustainable Balanced Portfolio S5. Learn about the key management, total assets, investment strategy and contact information of 0P000166MR among other information.

Investment Strategy

This Portfolio is a strategic asset allocation fund. Its objective is to achieve a balance between long-term capital appreciation and income. The Portfolio invests primarily in Canadian or foreign equity and fixed-income securities and/or in units of mutual funds which themselves invest primarily in Canadian or foreign equity and fixed-income securities. The Portfolio may invest up to 10% of its net assets in illiquid securities, alternative assets and alternative funds. The Portfolio may invest its net assets in securities of exchange-traded funds (“ETFs”). Investments in ETFs shall comply with the requirements of applicable laws and regulations and the ETFs shall be selected based on whether they meet the responsible investment approach of the Manager.

Contact Information

Address PO Box 9000
Montreal,QC H5B 1H5
Canada

Phone 800 361 6840

Web www.fondsdesjardins.com

Top Executives

Name	Title	Since	Until
Francis Fortin	-	2021	Now
Biography	Francis Fortin is a portfolio manager for the portfolio advisory services provided to the Desjardins SocieTerra Global Managed Bond Fund and the SocieTerra Fixed Income Portfolio. Mr. Fortin is responsible for managing multi-asset portfolios for retail investors as well as for the selection and monitoring of managers of different fund families. He has been with the team since 2012. Francis Fortin holds a bachelor's degree in finance from McGill University (2003). He also holds CFA and CAIA titles.
Marc Cohen	-	2009	Now
Biography	Marc Cohen is primarily responsible for the portfolio advisory services provided to the Desjardins SocieTerra Global Managed Bond Fund and the SocieTerra Fixed Income Portfolio. Mr. Cohen is Director, Portfolio Manager and Solution Performance. Mr. Cohen is responsible for portfolio manager monitoring and selection for the Desjardins Funds and has been with the Desjardins Group since 2003. Mr. Cohen has a bachelor of commerce degree in accounting from McGill University and he is also a chartered accountant and a CFA charterholder.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Desjardins SocieT.	9.168	+0.004	+0.04%