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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 Institutional Investor, Individual Investor.
Minimum Investment 500
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RI Strategy
Positive screening, Negative screening, ESG integration, Shareholder engagement.
Product Exclusions
  • Tobacco
  • Nuclear Energy (Exclusion or Restriction)
  • Weapons/military
  • Fossil Fuels (Exclusion or Restriction)
Asset Class
Balanced.
Risk Rating
Low.
Geographic Exposure
Global.