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Desjardins SocieTerra Growth Portfolio

SOCTRGPA:CN
9.59
CAD
0.04
0.42%
As of 2/16/2018
Fund Type
Fund of Funds
52Wk Range
9.29 - 9.99
1 Yr Return
4.78%
YTD Return
-0.79%
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Previous Close
9.55
52Wk Range
9.29 - 9.99
1 Yr Return
4.81%
YTD Return
-0.79%
Fund Type
Fund of Funds
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Canada
NAV (on 02/16/2018)
9.591
Total Assets (m CAD) (on 01/31/2018)
715.529
Inception Date
06/08/2015
Last Dividend (on 01/26/2018)
0.04
Dividend Indicated Gross Yield
5.00%
Fund Managers
NORMAND CORBEIL
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
-
12b-1 Fee
-
Current Mgmt Fee
0.96%
Expense Ratio
1.19%

Top Fund Holdings

Name Position Value % of Fund
17.61 m 238.77 m 33.37
23.61 m 231.06 m 32.29
13.13 m 132.43 m 18.51
5.98 m 112.90 m 15.78
Profile
Desjardins SocieTerra Growth Portfolio is an open-end fund incorporated in Canada. The Fund seeks to provide both a reasonable income return and long-term capital appreciation. The Fund invests in several Ethical investment funds based on the following asset mix strategy: 35% in fixed income securities funds and 65% in growth securities funds.
Address
Desjardins Trust Investment Services
1 Complexe Desjardins, Suite 1422
PO Box 34, Desjardins Station
Montreal, Quebec H5B 1E4
Canada
Phone
1-514-286-3225