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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
ESG integration, Shareholder engagement, Positive screening, Negative screening.
Product Exclusions
  • Weapons/military
  • Fossil Fuels (Exclusion or Restriction)
  • Tobacco
  • Nuclear Energy (Exclusion or Restriction)
Asset Class
Balanced.
Risk Rating
Medium.
Geographic Exposure
Global.