RI Marketplace / Investment Products /
company profile image

SocieTerra Moderate Portfolio

Type of Products & Solutions: Mutual Fund.
Tickers DJT00016, DJT03016, DJT03216, DJT03416, DJT03816, DJT00416, DJT04016, DJT04216, DJT04416, DJT04816
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
Inception Year 20200414
Client Type Individual Investor, Institutional Investor.
Minimum Investment 500
Learn more
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
Low.
Geographic Exposure
Global.