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SocieTerra Balanced Portfolio

Type of Products & Solutions: Mutual Fund.
Tickers DJT00021, DJT03021, DJT03221, DJT03421, DJT03821, DJT00621, DJT04021, DJT04221, DJT04421, DJT04821, DJT00421, DJT08021
Fund Managers Desjardins Global Asset Management, Addenda Capital, Baillie Gifford Overseas Limited, ClearBridge Investments, Comgest S.A, Lazard Asset Management, Impax Asset Management, Mirova, Pimco
Series A, C, F, I, R5, S5, T5, Z5
Inception Year 20090115
Client Type Individual Investor, Institutional Investor.
Minimum Investment 500
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RI Strategy
Negative screening, ESG integration, Shareholder engagement, Positive screening.
Product Exclusions
  • Nuclear Energy (Exclusion or Restriction)
  • Weapons/military
  • Fossil Fuels (Exclusion or Restriction)
  • Tobacco
Asset Class
Balanced.
Risk Rating
Medium.
Geographic Exposure
Global.