Desjardins Sustainable Maximum Fund Quote
| 0P0000J2C7 | CAD 26.81 0.06 0.22% |
Performance14 of 100
| Odds Of DistressLess than 9
|
Desjardins Sustainable is selling for 26.81 as of the 1st of February 2025. This is a 0.22% up since the beginning of the trading day. The fund's last reported lowest price was 26.81. Desjardins Sustainable has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. The performance scores are derived for the period starting the 2nd of January 2025 and ending today, the 1st of February 2025. Click here to learn more.
Its primary objective is to provide long-term capital appreciation. Desjardins SocieTerra is traded on Toronto Stock Exchange in Canada. More on Desjardins Sustainable Maximum
Moving together with Desjardins Fund
| 0.9 | 0P0001FAU8 | TD Comfort Balanced | PairCorr |
Desjardins Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Desjardins Sustainable's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Desjardins Sustainable or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Idea | Commodities Funds (View all Themes) |
| Fund Concentration | Commodities Funds, Global Equity Balanced, Desjardins Investments Inc (View all Sectors) |
| Beta In Three Year | 1.04 |
| Startdate | 20th of January 2009 |
Desjardins Sustainable Maximum [0P0000J2C7] is traded in Canada and was established 1st of February 2025. The fund is listed under Global Equity Balanced category and is part of Desjardins Investments Inc family. The entity is thematically classified as Commodities Funds. Desjardins Sustainable presently has accumulated 444.83 M in total net assets with minimum initial investment of 500. , while the total return for the last 3 years was 3.98%.
Check Desjardins Sustainable Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Desjardins Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Desjardins Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Desjardins Sustainable Maximum Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Desjardins Sustainable Risk Profiles
Although Desjardins Sustainable's alpha and beta are two of the key measurements used to evaluate Desjardins Sustainable's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.3827 | |||
| Semi Deviation | 0.4011 | |||
| Standard Deviation | 0.5076 | |||
| Variance | 0.2576 |
Desjardins Sustainable Against Markets
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Other Information on Investing in Desjardins Fund
Desjardins Sustainable financial ratios help investors to determine whether Desjardins Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Desjardins with respect to the benefits of owning Desjardins Sustainable security.
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