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Sunwise Essential 2 Ci Canadian Equity Segregated Bundle Investment Class Pim (0P0000Y2QR)

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34.538 +0.172    +0.50%
24/06 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 54.94M
SunWise Essential 2 CI Cambridge Canadian Equity S 34.538 +0.172 +0.50%

0P0000Y2QR Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SunWise Essential 2 CI Cambridge Canadian Equity S (0P0000Y2QR) fund. Our SunWise Essential 2 CI Cambridge Canadian Equity S portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Status

Name  Net %  Long %  Short %
Cash 2.490 3.850 1.360
Shares 70.370 70.370 0.000
Bonds 25.960 25.960 0.000
Convertible 0.430 0.430 0.000
Preferred 0.750 0.750 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.362 17.874
Price to Book 2.184 2.959
Price to Sales 1.780 2.110
Price to Cash Flow 10.330 11.411
Dividend Yield 2.755 2.136
5 Years Earnings Growth 9.753 9.989

Sector Allocation

Name  Net % Category Average
Financial Services 33.410 20.456
Energy 13.460 6.083
Industrials 11.960 12.879
Technology 10.210 18.563
Basic Materials 8.360 5.415
Consumer Cyclical 6.330 10.528
Healthcare 4.600 10.607
Communication Services 4.450 6.472
Consumer Defensive 3.820 7.740
Real Estate 1.720 2.850
Utilities 1.670 2.671

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Developed Markets

Top Holdings

Number of long holdings: 3

Number of short holdings: 1

Name ISIN Weight % Last Change %
CI Select Canadian Equity Class I - 71.76 - -
CI Canadian Bond Class I - 27.92 - -

Top Equity Funds by CI Investments Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  CI Black Creek Global Leaders F CAD 4.6B 1.88 9.26 9.47
  CI Black Creek Global Leaders D 4.6B 1.60 8.50 8.71
  CI Signature Select Canadian Class 2.69B 3.79 10.58 9.02
  CI Cambridge Canadian Dividend F 1.69B 5.36 9.92 9.52
  CI Cambridge Canadian Div E CAD 1.69B 4.93 8.83 8.43
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