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Desjardins SocieTerra Balanced Port

DJT00021
14.12
+0.02
+0.12%
2018-09-21
5 Years
  • Previous Close

    14.11

  • Net Assets

    1.10B

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Neutral Balanced

  • Morningstar Risk

    Average

  • Morningstar Rating ★★
Profile

Name of Issuer

Desjardins Investments Inc

Fund Style

Open

Fund Manager

Not Disclosed

Investment Style

Large Blend

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, and to a lesser extent, 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 follows a socially responsible approach to investing.

Purchase Information

Initial Purchase 500
Initial Purchase: IRA 500
Initial Purchase: AIP 25

Inception

2009-01-20

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