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Sunwise Essential 2 Ci Canadian Balanced Bundle Investment Class Pim (0P0000Y2RU)

Toronto

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22.282 +0.039 +0.17%

27/06 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 3.1M

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0P0000Y2RU Holdings

Comprehensive information about top holdings and Key Holding Information for the SunWise Essential 2 CI Harbour Growth Income Segre (0P0000Y2RU) fund. Our SunWise Essential 2 CI Harbour Growth Income Segre portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.940	2.750	0.810
Shares	46.710	46.710	0.000
Bonds	42.860	42.860	0.000
Convertible	0.610	0.610	0.000
Preferred	3.070	3.070	0.000
Other	4.800	4.800	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.592	18.102
Price to Book	2.199	2.701
Price to Sales	1.788	2.089
Price to Cash Flow	10.455	11.346
Dividend Yield	2.750	2.375
5 Years Earnings Growth	9.754	9.959

Sector Allocation

Name	Net %	Category Average
Financial Services	31.810	24.634
Energy	13.580	10.085
Industrials	12.500	12.867
Technology	10.490	15.726
Basic Materials	8.530	4.236
Consumer Cyclical	6.150	7.927
Consumer Defensive	4.630	5.984
Healthcare	4.390	6.217
Communication Services	4.020	4.821
Real Estate	1.970	4.287
Utilities	1.930	3.785

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 Canadian Balanced Class I	-	84.97	-	-
	CI Canadian Bond Class I	-	14.70	-	-

Top Other Funds by CI Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
CI Signature Glbl Incm Grwth F CAD	9.98B	0.50	8.03	6.68
CI Signature Glbl Incm Grwth FUND E	9.98B	0.14	7.10	5.77
CI Signature Glbl Incm Grwth A CAD	9.98B	0.04	6.84	5.50
CI Signature High Income	5.51B	2.09	6.44	4.99
CI Portfolio Series Balanced F T8	2.85B	2.50	8.85	5.71

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